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Donnelley Financial Solutions
DFIN

Overview Fund Activity

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
Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.26%
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

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$20.3M
2
TCM
2
Tensile Capital Management
California
$15.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.2M
4
BC
4
Brookfield Corp
Ontario, Canada
$34.6M
5
TWP
5
TFO Wealth Partners
Ohio
$1.88M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.04M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$162M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
176
Boyd Watterson Asset Management
Ohio
$2.94K +$2.94K +76 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$2.82K +$464 +12 +20%
RF
178
Robbins Farley
New Hampshire
$2.51K +$2.51K +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 +$696 +18 +50%
FFA
182
Farther Finance Advisors
California
$2.09K +$2.09K +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
$1.01K +$1.01K +26 New
OC
188
Oakworth Capital
Alabama
$773 – – –
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$696 – – –
S
190
SignatureFD
Georgia
$618 -$1.35K -35 -69%
AF
191
Allworth Financial
California
$580 -$116 -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 +$271 +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 +$193 +5 New
Arrowstreet Capital
200
Arrowstreet Capital
Massachusetts
– -$7.44M -201,111 Closed
5 6 7
8
9