DFIN icon

Donnelley Financial Solutions
DFIN

Overview Fund Activity

221 hedge funds and large institutions have $994M invested in Donnelley Financial Solutions in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
29
Increased
77
Reduced
77
Closed
28
Calls
$1.14M
Puts
$1.33M
Net Calls
-$193K
Net Calls Change
-$2.21M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$22.7M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$38M
3
SCP
3
Steamboat Capital Partners
New York
$11.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.8M
5
OKSA
5
O'Keefe Stevens Advisory
New York
$3.53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.75M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
P2P
3
Phase 2 Partners
California
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$2K – – –
TFO
202
Tarbox Family Office
California
$2K – – –
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
US Bancorp
204
US Bancorp
Minnesota
$2K +$156 +5 +8%
S
205
SignatureFD
Georgia
$2K +$1.05K +33 +110%
IA
206
IFP Advisors
Florida
$2K +$2K +130 New
PI
207
PEAK6 Investments
Illinois
$1K -$152K -3,497 -99%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$1K -$947 -36 -49%
BWA
209
BDO Wealth Advisors
Florida
$1K – – –
BBPWM
210
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
ACM
211
AUA Capital Management
Pennsylvania
$1K +$1K +27 New
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233 – – –
Loomis, Sayles & Company
213
Loomis, Sayles & Company
Massachusetts
– -$8.37M -177,570 Closed
P2P
214
Phase 2 Partners
California
– -$5.72M -121,270 Closed
EI
215
EAM Investors
California
– -$3.41M -72,247 Closed
Citadel Advisors
216
Citadel Advisors
Florida
– -$2.39M -50,637 Closed
Massachusetts Financial Services
217
Massachusetts Financial Services
Massachusetts
– -$2.1M -44,557 Closed
EGI
218
EAM Global Investors
California
– -$2.07M -43,992 Closed
EGM
219
Engineers Gate Manager
New York
– -$1.8M -38,194 Closed
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
– -$1.2M -25,376 Closed
HIS
221
Harvest Investment Services
Illinois
– -$758K -16,090 Closed
B
222
Bailard
California
– -$575K -12,200 Closed
OAM
223
Origin Asset Management
United Kingdom
– -$574K -12,187 Closed
TI
224
Trexquant Investment
Connecticut
– -$521K -11,055 Closed
JF
225
Jump Financial
Illinois
– -$516K -10,945 Closed
6 7 8
9
10