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Donnelley Financial Solutions
DFIN

Overview Fund Activity

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
Holders
246
Holders Change
+24
Holders Change %
+10.81%
% of All Funds
3.57%
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
$1.76M
Puts
$2.44M
Net Calls
-$688K
Net Calls Change
-$694K

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$127M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$20.4M
3
NPIC
3
Neumeier Poma Investment Counsel
California
$15.6M
4
American Century Companies
4
American Century Companies
Missouri
$62M
5
BTW
5
Boston Trust Walden
Massachusetts
$50.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.7M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$4.91M
3
SCM
3
Simcoe Capital Management
New York
$138M
4
TCM
4
Tensile Capital Management
California
$10M
5
MAMU
5
Marathon Asset Management (UK)
United Kingdom
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$29.5K +$29.5K +475 New
SWM
202
Spire Wealth Management
Virginia
$25.4K -$25.5K -412 -50%
TPCW
203
TD Private Client Wealth
New York
$21.7K +$4.4K +71 +25%
PHK
204
Point72 Hong Kong
Hong Kong
$18K +$18K +291 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$17K +$124 +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 +$652 +10 +6%
CSC
209
Caldwell Sutter Capital
California
$11.3K – – –
W
210
WealthCollab
Washington
$10K – – –
Bessemer Group
211
Bessemer Group
New Jersey
$10K +$4.39K +68 +78%
GI
212
GAMMA Investing
California
$8.25K – – –
QL
213
Quarry LP
New York
$7.81K +$5.58K +90 +250%
AF
214
Allworth Financial
California
$5.95K -$186 -3 -3%
HIM
215
Hillsdale Investment Management
Ontario, Canada
$5.58K – – –
LFA
216
LGT Financial Advisors
Texas
$4.71K – – –
BWAM
217
Boyd Watterson Asset Management
Ohio
$4.71K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$4.09K +$310 +5 +8%
AS
219
Altshuler Shaham
Israel
$3.6K -$15.5K -250 -81%
MFT
220
Moisand Fitzgerald Tamayo
Florida
$3.41K – – –
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$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 +$2.92K +47 +1,175%
AWM
225
Avior Wealth Management
Nebraska
$2.79K +$2.79K +45 New
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9
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