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Donnelley Financial Solutions

244 hedge funds and large institutions have $1.76B invested in Donnelley Financial Solutions in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $508K | Put options by funds: $245K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.37% more ownership

Funds ownership: 94.05%97.43% (+3.4%)

0% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 83

2% less capital invested

Capital invested by funds: $1.79B → $1.76B (-$29.7M)

4% less funds holding

Funds holding: 255244 (-11)

20% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 45

Holders
244
Holders Change
-11
Holders Change %
-4.31%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
83
Reduced
83
Closed
45
Calls
$508K
Puts
$245K
Net Calls
+$263K
Net Calls Change
+$480K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
201
Mather Group
Illinois
$12.9K
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$11.9K -$5.43K -87 -31%
CSC
203
Caldwell Sutter Capital
California
$11.5K
SS
204
SBI Securities
Japan
$10.9K +$10.8K +173 New
W
205
WealthCollab
Washington
$10.2K
Bessemer Group
206
Bessemer Group
New Jersey
$10K +$1.37K +22 +17%
GWM
207
Geneos Wealth Management
Colorado
$9.85K
ETS
208
ESL Trust Services
New York
$9.79K +$9.73K +156 New
C
209
Covestor
United Kingdom
$9K -$374 -6 -4%
A
210
AlphaQuest
New York
$8.66K -$69.8K -1,119 -89%
GI
211
GAMMA Investing
California
$8.15K +$312 +5 +4%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$7.78K +$1.5K +24 +24%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$7.7K +$7.67K +123 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$6.4K +$1.31K +21 +26%
AF
215
Allworth Financial
California
$5.49K -$437 -7 -8%
UB
216
UMB Bank
Missouri
$4.83K
BWAM
217
Boyd Watterson Asset Management
Ohio
$4.77K
LFA
218
LGT Financial Advisors
Texas
$4.77K
Creative Planning
219
Creative Planning
Kansas
$4.52K +$4.49K +72 New
AS
220
Altshuler Shaham
Israel
$4.33K +$749 +12 +21%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$3.7K +$250 +4 +7%
MFT
222
Moisand Fitzgerald Tamayo
Florida
$3.45K
RIL
223
Rothschild Investment LLC
Illinois
$2.2K -$1.87K -30 -46%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$2.07K
LIS
225
Legacy Investment Solutions
Idaho
$1.74K +$998 +16 +160%

DFIN Hedge Fund Activity: Q4 2024 in Review

244 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2024, worth a combined $1.76B — down 1.7% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of DFIN and 36 opened new positions — a net loss of 9 holders — while 83 trimmed existing stakes and 83 added.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $26.2M. The largest seller was Mawer Investment Management, cutting an estimated $17.8M.

  • 244 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $1.76B of Donnelley Financial Solutions stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 36 funds opened new Donnelley Financial Solutions positions in Q4 2024 and 45 closed out, a net change of -9 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2024 was Frontier Capital Management, an estimated $26.2M added.
  • The largest Donnelley Financial Solutions seller in Q4 2024 was Mawer Investment Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2024.