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Donnelley Financial Solutions
DFIN

Overview Fund Activity

196 hedge funds and large institutions have $1.13B invested in Donnelley Financial Solutions in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
56
Reduced
79
Closed
22
Calls
$617K
Puts
$1.02M
Net Calls
-$400K
Net Calls Change
+$4.28M

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$21.8M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$21.4M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$20.5M
4
Morgan Stanley
Morgan Stanley
New York
+$10.5M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
+$8.57M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$34.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$15.7M
3
American Century Companies
American Century Companies
Missouri
-$11.1M
4
Lazard Asset Management
Lazard Asset Management
New York
-$8.44M
5
PMG
Private Management Group
California
-$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
176
Boyd Watterson Asset Management
Ohio
$3.11K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$2.49K -$490 -12 -16%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$2.25K – – –
FFA
179
Farther Finance Advisors
California
$2.21K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$2.21K – – –
FHA
181
First Horizon Advisors
Tennessee
$2.21K – – –
Bessemer Group
182
Bessemer Group
New Jersey
$2K – – –
BAAM
183
Baker Avenue Asset Management
California
$1.06K – – –
KFP
184
KB Financial Partners
New Jersey
$1K +$1K +31 New
OC
185
Oakworth Capital
Alabama
$817 – – –
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$735 – – –
GRP
187
Global Retirement Partners
California
$662 – – –
S
188
SignatureFD
Georgia
$654 – – –
AF
189
Allworth Financial
California
$613 – – –
PTC
190
Private Trust Company
Ohio
$409 – – –
HWM
191
HighMark Wealth Management
Minnesota
$368 – – –
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$286 – – –
ECM
193
Everence Capital Management
Indiana
$268 – – –
EI
194
Ellevest Inc
New York
$245 – – –
ASN
195
Advisory Services Network
Georgia
$204 – – –
PA
196
Parallel Advisors
California
$204 – – –
BC
197
Brookfield Corp
Ontario, Canada
– -$34.6M -894,317 Closed
TWP
198
TFO Wealth Partners
Ohio
– -$1.88M -61,906 Closed
BGIM
199
Brandywine Global Investment Management
Pennsylvania
– -$1.81M -46,937 Closed
Acadian Asset Management
200
Acadian Asset Management
Massachusetts
– -$549K -14,221 Closed
5 6 7
8
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