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Donnelley Financial Solutions

255 hedge funds and large institutions have $1.79B invested in Donnelley Financial Solutions in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$165M)

3% more funds holding

Funds holding: 248255 (+7)

9% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 87

0.7% more ownership

Funds ownership: 93.36%94.05% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

28% less call options, than puts

Call options by funds: $566K | Put options by funds: $783K

Holders
255
Holders Change
+7
Holders Change %
+2.82%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
95
Reduced
87
Closed
19
Calls
$566K
Puts
$783K
Net Calls
-$217K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$43.9K -$779 -12 -2%
QCG
202
Quadrant Capital Group
Ohio
$40.4K
SIC
203
Salem Investment Counselors
North Carolina
$39.7K
LC
204
Lindbrook Capital
California
$38.4K -$584 -9 -2%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$38K +$6.56K +101 +21%
TPCW
206
TD Private Client Wealth
New York
$33.8K +$10.6K +164 +47%
FFA
207
Farther Finance Advisors
California
$31.3K +$27.4K +422 +781%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$18.2K +$3.31K +51 +23%
VCM
209
Versant Capital Management
Arizona
$16.5K
MG
210
Mather Group
Illinois
$13.5K
CSC
211
Caldwell Sutter Capital
California
$12K
SAM
212
Smartleaf Asset Management
Massachusetts
$11.1K +$2.21K +34 +25%
W
213
WealthCollab
Washington
$10.7K
GWM
214
Geneos Wealth Management
Colorado
$10.3K +$10.2K +157 New
C
215
Covestor
United Kingdom
$10K -$2.01K -31 -17%
Bessemer Group
216
Bessemer Group
New Jersey
$9K +$2.27K +35 +37%
GI
217
GAMMA Investing
California
$8.23K -$519 -8 -6%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$6.58K +$2.53K +39 +64%
HIM
219
Hillsdale Investment Management
Ontario, Canada
$6.58K
ACM
220
Aster Capital Management
United Arab Emirates
$6.06K +$5.97K +92 New
AF
221
Allworth Financial
California
$5.99K -$130 -2 -2%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$5.33K +$779 +12 +17%
UB
223
UMB Bank
Missouri
$5.07K +$2.66K +41 +114%
BWAM
224
Boyd Watterson Asset Management
Ohio
$5K
LFA
225
LGT Financial Advisors
Texas
$5K

DFIN Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2024, worth a combined $1.79B — up 10% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIN positions and 19 closed out — a net gain of 8 holders — while 95 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $20.1M. The largest seller was Simcoe Capital Management, cutting an estimated $17.4M.

  • 255 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $1.79B of Donnelley Financial Solutions stock for Q3 2024, up 10% quarter-over-quarter.
  • 27 funds opened new Donnelley Financial Solutions positions in Q3 2024 and 19 closed out, a net change of +8 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2024 was Invesco, an estimated $20.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2024 was Simcoe Capital Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2024.