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Donnelley Financial Solutions
DFIN

Overview Fund Activity

222 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
60
Reduced
97
Closed
17
Calls
$742K
Puts
$736K
Net Calls
+$6K
Net Calls Change
+$411K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$86.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$34.2M
4
BTW
4
Boston Trust Walden
Massachusetts
$43.5M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18.4M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$155M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$299K
3
PMG
3
Private Management Group
California
$8.81M
4
American Century Companies
4
American Century Companies
Missouri
$55.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$59K – – –
SWM
177
Spire Wealth Management
Virginia
$50.7K -$9.2K -149 -15%
SIC
178
Salem Investment Counselors
North Carolina
$37.6K – – –
QCG
179
Quadrant Capital Group
Ohio
$37.4K +$2.74K +44 +8%
LC
180
Lindbrook Capital
California
$36.9K +$561 +9 +2%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$29.1K +$437 +7 +2%
BTI
182
Blue Trust Inc
Georgia
$21K +$2.35K +41 +13%
AS
183
Altshuler Shaham
Israel
$19.2K +$19.2K +308 New
TPCW
184
TD Private Client Wealth
New York
$17.4K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$17K -$2.13K -34 -11%
VCM
186
Versant Capital Management
Arizona
$15.6K – – –
NA
187
NewEdge Advisors
Louisiana
$14.5K +$14.5K +233 New
Robeco Institutional Asset Management
188
Robeco Institutional Asset Management
Netherlands
$13.5K +$13.5K +217 New
WTG
189
West Tower Group
Virginia
$12K +$2.56K +41 +27%
CSC
190
Caldwell Sutter Capital
California
$11.4K – – –
C
191
Covestor
United Kingdom
$11K -$253 -4 -2%
PI
192
PEAK6 Investments
Illinois
$10.7K -$234K -3,755 -96%
W
193
WealthCollab
Washington
$10.1K +$10.1K +162 New
GI
194
GAMMA Investing
California
$8.26K +$8.26K +133 New
AF
195
Allworth Financial
California
$6.18K +$1.31K +21 +27%
Bessemer Group
196
Bessemer Group
New Jersey
$6K – – –
HIM
197
Hillsdale Investment Management
Ontario, Canada
$5.61K +$5.61K +90 New
LFA
198
LGT Financial Advisors
Texas
$4.74K – – –
BWAM
199
Boyd Watterson Asset Management
Ohio
$4.74K – – –
ETC
200
Exchange Traded Concepts
Oklahoma
$4.62K -$471K -7,557 -99%
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8
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