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Donnelley Financial Solutions

200 hedge funds and large institutions have $1.03B invested in Donnelley Financial Solutions in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $843M → $1.03B (+$183M)

2.83% more ownership

Funds ownership: 90.58%93.42% (+2.8%)

2% more funds holding

Funds holding: 196200 (+4)

47% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 89

72% less call options, than puts

Call options by funds: $214K | Put options by funds: $761K

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
30
Increased
47
Reduced
89
Closed
23
Calls
$214K
Puts
$761K
Net Calls
-$547K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$3K
Simplex Trading
177
Simplex Trading
Illinois
$2K -$5.63K -150 -68%
MAM
178
Meeder Asset Management
Ohio
$2K -$37 -1 -2%
Bessemer Group
179
Bessemer Group
New Jersey
$2K
EWA
180
EverSource Wealth Advisors
Alabama
$2K
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$2K
IA
182
IFP Advisors
Florida
$2K
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$2K
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$2K
US Bancorp
185
US Bancorp
Minnesota
$2K
C
186
Covestor
United Kingdom
$2K +$675 +18 +60%
S
187
SignatureFD
Georgia
$2K +$1.91K +51 New
AF
188
Allworth Financial
California
$1K -$487 -13 -42%
ACM
189
AUA Capital Management
Pennsylvania
$1K
BBPWM
190
Blue Bell Private Wealth Management
Pennsylvania
$1K
PSB
191
Piscataqua Savings Bank
New Hampshire
$1K
GRP
192
Global Retirement Partners
California
$1K +$225 +6 +67%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$1K +$675 +18 New
FHA
194
First Horizon Advisors
Tennessee
$1K +$1.35K +36 New
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259
WA
196
Wasatch Advisors
Utah
-$22.3M -759,651 Closed
HFA
197
Harbert Fund Advisors
Alabama
-$4.29M -146,530 Closed
RPA
198
Rock Point Advisors
Vermont
-$1.06M -36,325 Closed
Allianz Asset Management
199
Allianz Asset Management
Germany
-$683K -23,309 Closed
GCP
200
GSA Capital Partners
United Kingdom
-$546K -18,650 Closed

DFIN Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2022, worth a combined $1.03B — up 22% from $843M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIN positions and 23 closed out — a net gain of 7 holders — while 47 added to existing stakes and 89 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $13.8M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $22.3M sold.

  • 200 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2022, up from 196 in Q2 2022.
  • Funds reported $1.03B of Donnelley Financial Solutions stock for Q3 2022, up 22% quarter-over-quarter.
  • 30 funds opened new Donnelley Financial Solutions positions in Q3 2022 and 23 closed out, a net change of +7 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2022 was Rockefeller Capital Management, an estimated $13.8M added.
  • The largest Donnelley Financial Solutions seller in Q3 2022 was Wasatch Advisors, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2022.