Donnelley Financial Solutions
DFIN
196 hedge funds and large institutions have $1.14B invested in Donnelley Financial Solutions in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 78 reducing their positions, and 21 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $1.02B → $1.14B (+$112M)
4.94% more ownership
Funds ownership: 91.17% → 96.1% (+4.9%)
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2% less funds holding
Funds holding: 200 → 196 (-4)
28% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 78
39% less call options, than puts
Call options by funds: $617K | Put options by funds: $1.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$22.7M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$22.2M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$21.4M |
| 4 |
Morgan Stanley
New York
|
+$10.9M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$8.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$34.6M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$16.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$11.6M |
| 4 |
Lazard Asset Management
New York
|
-$8.81M |
| 5 |
PMG
Private Management Group
Irvine,
California
|
-$5.82M |
DFIN Hedge Fund Activity: Q1 2023 in Review
196 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2023, worth a combined $1.14B — up 11% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of DFIN and 19 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 56 added.
The largest buyer was Rockefeller Capital Management, adding an estimated $22.7M. The largest seller was Brookfield Corp, exiting entirely with an estimated $34.6M sold.
- 196 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2023, down from 200 in Q4 2022.
- Funds reported $1.14B of Donnelley Financial Solutions stock for Q1 2023, up 11% quarter-over-quarter.
- 19 funds opened new Donnelley Financial Solutions positions in Q1 2023 and 21 closed out, a net change of -2 holders.
- The largest Donnelley Financial Solutions buyer in Q1 2023 was Rockefeller Capital Management, an estimated $22.7M added.
- The largest Donnelley Financial Solutions seller in Q1 2023 was Brookfield Corp, an estimated $34.6M sold.
Based on aggregated 13F filings for Q1 2023.