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Donnelley Financial Solutions
DFIN

202 hedge funds and large institutions have $1.02B invested in Donnelley Financial Solutions in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1.24% more ownership

Funds ownership: 93.42% → 94.65% (+1.2%)

1% more funds holding

Funds holding: 200 → 202 (+2)

0% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$3.2M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

52% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 90

98% less call options, than puts

Call options by funds: $84K | Put options by funds: $4.76M

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
90
Closed
21
Calls
$84K
Puts
$4.76M
Net Calls
-$4.68M
Net Calls Change
-$4.13M

Top Buyers

Rank Fund Capital Flow
1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$19.7M
2
TCM
Tensile Capital Management
California
+$15.3M
3
Morgan Stanley
Morgan Stanley
New York
+$4.21M
4
BC
Brookfield Corp
Ontario, Canada
+$4.11M
5
TWP
TFO Wealth Partners
Ohio
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$12.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.43M
3
BlackRock
BlackRock
New York
-$5.57M
4
BCM
Bridgeway Capital Management
Texas
-$3.81M
5
Bank of America
Bank of America
North Carolina
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
176
Boyd Watterson Asset Management
Ohio
$2.94K +$2.85K +76 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$2.82K +$450 +12 +20%
RF
178
Robbins Farley
New Hampshire
$2.51K +$2.44K +65 New
EWA
179
EverSource Wealth Advisors
Alabama
$2.13K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$2.09K – – –
FHA
181
First Horizon Advisors
Tennessee
$2.09K +$675 +18 +50%
FFA
182
Farther Finance Advisors
California
$2.09K +$2.02K +54 New
Bessemer Group
183
Bessemer Group
New Jersey
$2K – – –
IA
184
IFP Advisors
Florida
$2K – – –
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
ACM
186
AUA Capital Management
Pennsylvania
$1.31K – – –
BAAM
187
Baker Avenue Asset Management
California
$1K +$975 +26 New
OC
188
Oakworth Capital
Alabama
$773 – – –
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$696 – – –
S
190
SignatureFD
Georgia
$618 -$1.31K -35 -69%
AF
191
Allworth Financial
California
$580 -$112 -3 -17%
GRP
192
Global Retirement Partners
California
$580 – – –
HWM
193
HighMark Wealth Management
Minnesota
$348 – – –
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$271 – – –
CA
195
CoreCap Advisors
Michigan
$271 +$262 +7 New
ECM
196
Everence Capital Management
Indiana
$253 – – –
EI
197
Ellevest Inc
New York
$232 – – –
PA
198
Parallel Advisors
California
$193 – – –
ASN
199
Advisory Services Network
Georgia
$193 +$187 +5 New
Arrowstreet Capital
200
Arrowstreet Capital
Massachusetts
– -$7.43M -201,111 Closed
5 6 7
8
9

DFIN Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2022, worth a combined $1.02B — down 0.31% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFIN positions and 21 closed out — a net gain of 3 holders — while 43 added to existing stakes and 90 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $19.7M. The largest seller was Rockefeller Capital Management, cutting an estimated $12.8M.

  • 202 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2022, up from 200 in Q3 2022.
  • Funds reported $1.02B of Donnelley Financial Solutions stock for Q4 2022, down 0.31% quarter-over-quarter.
  • 24 funds opened new Donnelley Financial Solutions positions in Q4 2022 and 21 closed out, a net change of +3 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2022 was Mawer Investment Management, an estimated $19.7M added.
  • The largest Donnelley Financial Solutions seller in Q4 2022 was Rockefeller Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2022.