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Donnelley Financial Solutions

221 hedge funds and large institutions have $1.39B invested in Donnelley Financial Solutions in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $306K

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more capital invested

Capital invested by funds: $1.04B → $1.39B (+$351M)

16% more funds holding

Funds holding: 191221 (+30)

0.07% less ownership

Funds ownership: 89.18%89.12% (-0.07%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
221
Holders Change
+30
Holders Change %
+15.71%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
54
Reduced
88
Closed
10
Calls
$2.32M
Puts
$306K
Net Calls
+$2.02M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
176
Dorsey Wright & Associates
California
$119K +$14.9K +344 +16%
PHK
177
Point72 Hong Kong
Hong Kong
$116K +$106K +2,451 New
AS
178
Altshuler Shaham
Israel
$114K -$35.9K -829 -25%
TRCT
179
Tower Research Capital (TRC)
New York
$111K +$29.4K +678 +40%
AIP
180
Ameritas Investment Partners
Nebraska
$109K -$8.89K -205 -8%
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$103K -$19.9K -460 -17%
Osaic Holdings
182
Osaic Holdings
Arizona
$97K +$11.5K +265 +15%
CFGS
183
Concourse Financial Group Securities
Alabama
$87K -$2.77K -64 -3%
NSIM
184
North Star Investment Management
Illinois
$72K
C
185
Covestor
United Kingdom
$46K +$42.5K +980 New
SWA
186
Sutton Wealth Advisors
Florida
$38.8K +$347 +8 +1%
SIC
187
Salem Investment Counselors
North Carolina
$28K
CMF
188
Counterpoint Mutual Funds
California
$27K -$824 -19 -3%
GAM
189
Gemmer Asset Management
California
$20K
FMP
190
Financial Management Professionals
Texas
$19K
VCM
191
Versant Capital Management
Arizona
$15K
TWA
192
TCI Wealth Advisors
Arizona
$10K +$43 +1 +0.5%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.28K +191 New
GWM
194
Geneos Wealth Management
Colorado
$8K
SWM
195
Selective Wealth Management
Virginia
$8K
CWS
196
Confluence Wealth Services
Pennsylvania
$8K +$7.85K +181 New
CBT
197
CoreFirst Bank & Trust
Kansas
$7K -$7.54K -174 -54%
EWA
198
EverSource Wealth Advisors
Alabama
$7K +$6.33K +146 New
RE
199
RBC Europe
United Kingdom
$6K -$3.25K -75 -38%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$6K

DFIN Hedge Fund Activity: Q4 2021 in Review

221 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2021, worth a combined $1.39B — up 34% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 10 closed out — a net gain of 30 holders — while 54 added to existing stakes and 88 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $38.6M. The largest seller was American Century Companies, cutting an estimated $33.3M.

  • 221 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2021, up from 191 in Q3 2021.
  • Funds reported $1.39B of Donnelley Financial Solutions stock for Q4 2021, up 34% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q4 2021 and 10 closed out, a net change of +30 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2021 was Aberdeen Group, an estimated $38.6M added.
  • The largest Donnelley Financial Solutions seller in Q4 2021 was American Century Companies, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2021.