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Donnelley Financial Solutions

158 hedge funds and large institutions have $493M invested in Donnelley Financial Solutions in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $275K

23% more capital invested

Capital invested by funds: $401M → $493M (+$92.6M)

1.71% less ownership

Funds ownership: 88.76%87.04% (-1.7%)

2% less funds holding

Funds holding: 161158 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
158
Holders Change
-3
Holders Change %
-1.86%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
47
Reduced
62
Closed
19
Calls
$1.78M
Puts
$275K
Net Calls
+$1.5M
Net Calls Change
+$844K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.8M +$1.68M +108,483 +2%
SCM
2
Simcoe Capital Management
New York
$56M
American Century Companies
3
American Century Companies
Missouri
$52.8M +$640K +41,388 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.9M +$520K +33,638 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.3M -$1.14M -73,974 -5%
State Street
6
State Street
Massachusetts
$14.6M -$594K -38,426 -4%
WCM
7
Wedge Capital Management
North Carolina
$12.8M -$1.77M -114,372 -13%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$11.6M -$2.75M -178,165 -21%
PMG
9
Private Management Group
California
$8.98M -$415K -26,815 -5%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$8.1M -$1.86M -120,174 -20%
Northern Trust
11
Northern Trust
Illinois
$8.02M -$266K -17,219 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$7.87M +$1.52M +98,400 +27%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.46M +$166K +10,712 +2%
Charles Schwab
14
Charles Schwab
California
$7.41M -$328K -21,224 -5%
AIMCA
15
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.59M
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.34M -$123K -7,932 -2%
Norges Bank
17
Norges Bank
Norway
$5.66M
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$5.56M -$83.5K -5,400 -2%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$5.24M +$539K +34,842 +13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.14M -$212K -13,697 -4%
RPA
21
Rock Point Advisors
Vermont
$5.12M -$375K -24,245 -7%
N
22
Nuveen
North Carolina
$5M +$1.27M +82,348 +39%
Comerica Bank
23
Comerica Bank
Texas
$4.98M -$151K -9,734 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.85M -$1.17M -75,385 -21%
Goldman Sachs
25
Goldman Sachs
New York
$4.71M -$1.51M -97,844 -26%

DFIN Hedge Fund Activity: Q4 2020 in Review

158 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2020, worth a combined $493M — up 23% from $401M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DFIN and 17 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 47 added.

The largest buyer was BlackRock, adding an estimated $1.68M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $3.72M.

  • 158 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2020, down from 161 in Q3 2020.
  • Funds reported $493M of Donnelley Financial Solutions stock for Q4 2020, up 23% quarter-over-quarter.
  • 17 funds opened new Donnelley Financial Solutions positions in Q4 2020 and 19 closed out, a net change of -2 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2020 was BlackRock, an estimated $1.68M added.
  • The largest Donnelley Financial Solutions seller in Q4 2020 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2020.