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Donnelley Financial Solutions

174 hedge funds and large institutions have $641M invested in Donnelley Financial Solutions in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

149,700% more call options, than puts

Call options by funds: $8.99M | Put options by funds: $6K

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

1.7% less ownership

Funds ownership: 89.99%88.29% (-1.7%)

5% less capital invested

Capital invested by funds: $678M → $641M (-$36.5M)

8% less funds holding

Funds holding: 189174 (-15)

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
174
Holders Change
-15
Holders Change %
-7.94%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
68
Reduced
45
Closed
31
Calls
$8.99M
Puts
$6K
Net Calls
+$8.98M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$88.3M +$11M +509,159 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.6M +$4.58M +211,639 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$60.9M +$27.1M +1,249,404 +79%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37.8M -$610K -28,154 -2%
GCM
5
Gates Capital Management
New York
$34.6M -$2.73M -125,937 -7%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$19.8M +$837K +38,644 +4%
Norges Bank
7
Norges Bank
Norway
$19.4M
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$18.8M -$1.03M -47,593 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$17.6M +$5.96M +275,031 +51%
LSV Asset Management
10
LSV Asset Management
Illinois
$16.4M -$194K -8,975 -1%
State Street
11
State Street
Massachusetts
$16.3M +$1.08M +49,777 +7%
AIMCA
12
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M +$3.25M +150,000 +36%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$11.9M -$5.14M -237,473 -30%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$11.8M -$13.7M -630,600 -54%
RCMNY
15
Rubric Capital Management (New York)
New York
$10.6M +$7.36M +339,943 +227%
Northern Trust
16
Northern Trust
Illinois
$10M +$1.58M +72,873 +19%
KTA
17
Keeley-Teton Advisors
Illinois
$9.78M -$3.55M -164,111 -27%
CEI
18
Clark Estates Inc
New York
$9.6M +$3.39M +156,567 +54%
American Century Companies
19
American Century Companies
Missouri
$8.67M +$2.52M +116,575 +41%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$7.48M +$430K +19,859 +6%
Prudential Financial
21
Prudential Financial
New Jersey
$7.39M +$3.32M +153,486 +81%
Charles Schwab
22
Charles Schwab
California
$7.11M +$2.23M +103,008 +45%
ERSOT
23
Employees Retirement System of Texas
Texas
$6.73M +$6.76M +312,000 New
Millennium Management
24
Millennium Management
New York
$6M +$4.73M +218,630 +366%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.48M +$104K +4,797 +2%

DFIN Hedge Fund Activity: Q3 2017 in Review

174 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2017, worth a combined $641M — down 5.4% from $678M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DFIN and 18 opened new positions — a net loss of 13 holders — while 45 trimmed existing stakes and 68 added.

The largest buyer was Fidelity Investments, adding an estimated $27.1M. The largest seller was Point72 Asset Management, cutting an estimated $13.7M.

  • 174 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2017, down from 189 in Q2 2017.
  • Funds reported $641M of Donnelley Financial Solutions stock for Q3 2017, down 5.4% quarter-over-quarter.
  • 18 funds opened new Donnelley Financial Solutions positions in Q3 2017 and 31 closed out, a net change of -13 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2017 was Fidelity Investments, an estimated $27.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2017 was Point72 Asset Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2017.