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Donnelley Financial Solutions

255 hedge funds and large institutions have $1.79B invested in Donnelley Financial Solutions in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$165M)

3% more funds holding

Funds holding: 248255 (+7)

9% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 87

0.7% more ownership

Funds ownership: 93.36%94.05% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

28% less call options, than puts

Call options by funds: $566K | Put options by funds: $783K

Holders
255
Holders Change
+7
Holders Change %
+2.82%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
95
Reduced
87
Closed
19
Calls
$566K
Puts
$783K
Net Calls
-$217K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
176
Dark Forest Capital Management
Puerto Rico
$246K +$243K +3,739 New
DT
177
Diversified Trust
Tennessee
$244K -$260K -4,001 -52%
AA
178
Ancora Advisors
Ohio
$239K
Verition Fund Management
179
Verition Fund Management
Connecticut
$236K -$329K -5,071 -59%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$233K +$4.48K +69 +2%
BEAM
181
Baker Ellis Asset Management
Washington
$230K
AI
182
Atria Investments
North Carolina
$225K +$222K +3,420 New
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$224K
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$224K +$7.14K +110 +3%
CG
185
Caprock Group
Idaho
$222K
BHCM
186
Brevan Howard Capital Management
Jersey
$219K -$199K -3,058 -48%
Aviva
187
Aviva
United Kingdom
$214K +$211K +3,247 New
Osaic Holdings
188
Osaic Holdings
Arizona
$208K +$161K +2,484 +366%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$204K +$202K +3,106 New
AT
190
Arlington Trust
Alabama
$183K
AIP
191
Ameritas Investment Partners
Nebraska
$172K +$10.1K +156 +6%
Acadian Asset Management
192
Acadian Asset Management
Massachusetts
$166K +$164K +2,526 New
US Bancorp
193
US Bancorp
Minnesota
$139K -$513K -7,909 -79%
NSIM
194
North Star Investment Management
Illinois
$89.4K
A
195
AlphaQuest
New York
$82.7K -$133K -2,042 -62%
PD
196
Point72 (DIFC)
United Arab Emirates
$74.1K +$73.1K +1,126 New
SO
197
STRS Ohio
Ohio
$72.4K -$630K -9,700 -90%
KBC Group
198
KBC Group
Belgium
$67K
BTI
199
Blue Trust Inc
Georgia
$53.8K -$4.54K -70 -7%
HNB
200
Huntington National Bank
Ohio
$49.6K +$6.1K +94 +14%

DFIN Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2024, worth a combined $1.79B — up 10% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIN positions and 19 closed out — a net gain of 8 holders — while 95 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $20.1M. The largest seller was Simcoe Capital Management, cutting an estimated $17.4M.

  • 255 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $1.79B of Donnelley Financial Solutions stock for Q3 2024, up 10% quarter-over-quarter.
  • 27 funds opened new Donnelley Financial Solutions positions in Q3 2024 and 19 closed out, a net change of +8 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2024 was Invesco, an estimated $20.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2024 was Simcoe Capital Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2024.