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Donnelley Financial Solutions
DFIN

246 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 222 → 246 (+24)

0.46% more ownership

Funds ownership: 93.88% → 94.34% (+0.46%)

0% less capital invested

Capital invested by funds: $1.7B → $1.7B (-$3.62M)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

28% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $2.44M

Holders
246
Holders Change
+24
Holders Change %
+10.81%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
80
Reduced
86
Closed
16
Calls
$1.75M
Puts
$2.44M
Net Calls
-$688K
Net Calls Change
-$694K

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$41.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$18.9M
3
NPIC
Neumeier Poma Investment Counsel
California
+$15.7M
4
American Century Companies
American Century Companies
Missouri
+$7.14M
5
BTW
Boston Trust Walden
Massachusetts
+$7.03M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$29.3M
3
SCM
Simcoe Capital Management
New York
-$15.9M
4
TCM
Tensile Capital Management
California
-$11.9M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$29.5K +$29.7K +475 New
SWM
202
Spire Wealth Management
Virginia
$25.4K -$25.8K -412 -50%
TPCW
203
TD Private Client Wealth
New York
$21.7K +$4.44K +71 +25%
PHK
204
Point72 Hong Kong
Hong Kong
$18K +$18.2K +291 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$17K +$125 +2 +0.7%
VCM
206
Versant Capital Management
Arizona
$15.5K – – –
MG
207
Mather Group
Illinois
$12.8K +$12.8K +205 New
C
208
Covestor
United Kingdom
$12K +$625 +10 +6%
CSC
209
Caldwell Sutter Capital
California
$11.3K – – –
W
210
WealthCollab
Washington
$10K – – –
Bessemer Group
211
Bessemer Group
New Jersey
$10K +$4.25K +68 +78%
GI
212
GAMMA Investing
California
$8.25K – – –
QL
213
Quarry LP
New York
$7.81K +$5.63K +90 +250%
AF
214
Allworth Financial
California
$5.95K -$188 -3 -3%
HIM
215
Hillsdale Investment Management
Ontario, Canada
$5.58K – – –
BWAM
216
Boyd Watterson Asset Management
Ohio
$4.71K – – –
LFA
217
LGT Financial Advisors
Texas
$4.71K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$4.09K +$313 +5 +8%
AS
219
Altshuler Shaham
Israel
$3.6K -$15.6K -250 -81%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$3.41K – – –
MFT
221
Moisand Fitzgerald Tamayo
Florida
$3.41K – – –
FFA
222
Farther Finance Advisors
California
$3.35K – – –
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$3.35K – – –
S
224
SignatureFD
Georgia
$3.16K +$2.94K +47 +1,175%
AWM
225
Avior Wealth Management
Nebraska
$2.79K +$2.81K +45 New
7 8
9
10 11

DFIN Hedge Fund Activity: Q1 2024 in Review

246 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2024, worth a combined $1.7B — down 0.21% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 16 closed out — a net gain of 24 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $41.1M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 246 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q1 2024, down 0.21% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q1 2024 and 16 closed out, a net change of +24 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2024 was Mawer Investment Management, an estimated $41.1M added.
  • The largest Donnelley Financial Solutions seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.