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Donnelley Financial Solutions
DFIN

Overview Fund Activity

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 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
3.69%
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
20
Calls
$566K
Puts
$783K
Net Calls
-$217K
Net Calls Change
+$367K

Top Buyers

1
Invesco
1
Invesco
Georgia
$75.3M
2
GIP
2
Granite Investment Partners
California
$10.2M
3
BlackRock
3
BlackRock
New York
$286M
4
Morgan Stanley
4
Morgan Stanley
New York
$54.9M
5
AP
5
Advisors Preferred
Maryland
$5.09M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$66.4M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Millennium Management
3
Millennium Management
New York
$6.57M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$133M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$43.9K -$790 -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 -$592 -9 -2%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$38K +$6.7K +101 +21%
TPCW
206
TD Private Client Wealth
New York
$33.8K +$10.8K +164 +47%
FFA
207
Farther Finance Advisors
California
$31.3K +$27.8K +422 +781%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$18.2K +$3.36K +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 +$2.23K +34 +25%
W
213
WealthCollab
Washington
$10.7K – – –
GWM
214
Geneos Wealth Management
Colorado
$10.3K +$10.3K +157 New
C
215
Covestor
United Kingdom
$10K -$1.99K -31 -17%
Bessemer Group
216
Bessemer Group
New Jersey
$9K +$2.42K +35 +37%
GI
217
GAMMA Investing
California
$8.23K -$527 -8 -6%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$6.58K +$2.57K +39 +64%
HIM
219
Hillsdale Investment Management
Ontario, Canada
$6.58K – – –
ACM
220
Aster Capital Management
United Arab Emirates
$6.06K +$6.06K +92 New
AF
221
Allworth Financial
California
$5.99K -$132 -2 -2%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$5.33K +$790 +12 +17%
UB
223
UMB Bank
Missouri
$5.07K +$2.7K +41 +114%
BWAM
224
Boyd Watterson Asset Management
Ohio
$5K – – –
LFA
225
LGT Financial Advisors
Texas
$5K – – –
7 8
9
10 11