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Donnelley Financial Solutions

248 hedge funds and large institutions have $1.63B invested in Donnelley Financial Solutions in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

1% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 85

1% more funds holding

Funds holding: 246248 (+2)

0.98% less ownership

Funds ownership: 94.34%93.36% (-0.98%)

4% less capital invested

Capital invested by funds: $1.7B → $1.63B (-$72.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

41% less call options, than puts

Call options by funds: $835K | Put options by funds: $1.42M

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
86
Reduced
85
Closed
26
Calls
$835K
Puts
$1.42M
Net Calls
-$584K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$35.3K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$28K +$12.1K +198 +72%
TPCW
203
TD Private Client Wealth
New York
$20.9K
VCM
204
Versant Capital Management
Arizona
$14.9K
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$13.5K -$15.7K -258 -53%
MG
206
Mather Group
Illinois
$12.7K
C
207
Covestor
United Kingdom
$11K +$183 +3 +2%
CSC
208
Caldwell Sutter Capital
California
$10.9K
W
209
WealthCollab
Washington
$9.66K
NA
210
NewEdge Advisors
Louisiana
$9.06K +$8K +131 +624%
GI
211
GAMMA Investing
California
$7.93K
SAM
212
Smartleaf Asset Management
Massachusetts
$7.82K +$8.24K +135 New
AF
213
Allworth Financial
California
$6.07K -$183 -3 -3%
Bessemer Group
214
Bessemer Group
New Jersey
$6K -$3.66K -60 -39%
HIM
215
Hillsdale Investment Management
Ontario, Canada
$5.96K +$610 +10 +11%
FFA
216
Frazier Financial Advisors
Ohio
$5.13K +$5.25K +86 New
BWAM
217
Boyd Watterson Asset Management
Ohio
$4.53K
LFA
218
LGT Financial Advisors
Texas
$4.53K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$4.11K +$916 +15 +28%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$4K +$4.58K +75 New
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$3.64K -$305 -5 -8%
AS
222
Altshuler Shaham
Israel
$3.52K +$61 +1 +2%
MFT
223
Moisand Fitzgerald Tamayo
Florida
$3.28K
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$3.28K
RIL
225
Rothschild Investment LLC
Illinois
$3.28K +$3.05K +50 +1,000%

DFIN Hedge Fund Activity: Q2 2024 in Review

248 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2024, worth a combined $1.63B — down 4.3% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFIN positions and 26 closed out — a net gain of 5 holders — while 86 added to existing stakes and 85 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.2M. The largest seller was Simcoe Capital Management, cutting an estimated $58.3M.

  • 248 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2024, up from 246 in Q1 2024.
  • Funds reported $1.63B of Donnelley Financial Solutions stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 31 funds opened new Donnelley Financial Solutions positions in Q2 2024 and 26 closed out, a net change of +5 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2024 was T. Rowe Price Associates, an estimated $11.2M added.
  • The largest Donnelley Financial Solutions seller in Q2 2024 was Simcoe Capital Management, an estimated $58.3M sold.

Based on aggregated 13F filings for Q2 2024.