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Donnelley Financial Solutions

221 hedge funds and large institutions have $1.39B invested in Donnelley Financial Solutions in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $306K

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more capital invested

Capital invested by funds: $1.04B → $1.39B (+$351M)

16% more funds holding

Funds holding: 191221 (+30)

0.07% less ownership

Funds ownership: 89.18%89.12% (-0.07%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
221
Holders Change
+30
Holders Change %
+15.71%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
54
Reduced
88
Closed
10
Calls
$2.32M
Puts
$306K
Net Calls
+$2.02M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$4K
TFO
202
Tarbox Family Office
California
$3K
US Bancorp
203
US Bancorp
Minnesota
$3K
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$3K +$737 +17 +30%
Bessemer Group
205
Bessemer Group
New Jersey
$3K +$2.6K +60 New
CA
206
CoreCap Advisors
Michigan
$3K +$3.12K +72 New
CT
207
Caldwell Trust
Florida
$2.64K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$2K
BBPWM
209
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.73K +40 New
VRS
210
Virginia Retirement Systems
Virginia
$1.64K +$772K +17,800 +105%
FHA
211
First Horizon Advisors
Tennessee
$1K -$2.77K -64 -73%
BWA
212
BDO Wealth Advisors
Florida
$1K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$1K
S
214
SignatureFD
Georgia
$1K
SIS
215
Sound Income Strategies
Florida
$1K +$650 +15 New
BA
216
Bivin & Associates
Oklahoma
$1K +$867 +20 New
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$716 -$19.2K -443 -3%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330
N
219
Natixis
France
-$3.46M -100,000 Closed
BFM
220
Boothbay Fund Management
New York
-$1.25M -35,979 Closed
LPARFS
221
Leverage Partners Absolute Return Fund SPC
Cayman Islands
-$351K -10,146 Closed
UFF
222
USA Financial Formulas
Michigan
-$65K -1,878 Closed
Simplex Trading
223
Simplex Trading
Illinois
-$77K -1,776 Closed
QT
224
Quantbot Technologies
New York
-$13K -400 Closed
ST
225
Smithfield Trust
Pennsylvania
-$8K -239 Closed

DFIN Hedge Fund Activity: Q4 2021 in Review

221 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2021, worth a combined $1.39B — up 34% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 10 closed out — a net gain of 30 holders — while 54 added to existing stakes and 88 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $38.6M. The largest seller was American Century Companies, cutting an estimated $33.3M.

  • 221 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2021, up from 191 in Q3 2021.
  • Funds reported $1.39B of Donnelley Financial Solutions stock for Q4 2021, up 34% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q4 2021 and 10 closed out, a net change of +30 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2021 was Aberdeen Group, an estimated $38.6M added.
  • The largest Donnelley Financial Solutions seller in Q4 2021 was American Century Companies, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2021.