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Deluxe
DLX

188 hedge funds and large institutions have $781M invested in Deluxe in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

54% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.17M

9% more funds holding

Funds holding: 173 → 188 (+15)

2.22% less ownership

Funds ownership: 88.42% → 86.2% (-2.2%)

6% less capital invested

Capital invested by funds: $829M → $781M (-$47.4M)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
47
Reduced
70
Closed
12
Calls
$1.8M
Puts
$1.17M
Net Calls
+$628K
Net Calls Change
-$2.79M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.42M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.31M
3
Franklin Resources
Franklin Resources
California
+$3.1M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$1.8M
5
Cerity Partners
Cerity Partners
New York
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.2M
2
MOACM
Mutual of America Capital Management
New York
-$5.88M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.88M
4
American Century Companies
American Century Companies
Missouri
-$2.43M
5
BlackRock
BlackRock
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
51
Independent Advisor Alliance
North Carolina
$1.12M +$10.3K +520 +1%
WIM
52
Westside Investment Management
California
$1.09M -$157K -7,875 -13%
Canada Life
53
Canada Life
Manitoba, Canada
$1.08M +$3.6K +181 +0.3%
RHAM
54
Round Hill Asset Management
California
$1.06M -$12.9K -650 -1%
ZCM
55
Ziegler Capital Management
Illinois
$1.03M +$65.8K +3,308 +7%
CS
56
Credit Suisse
Switzerland
$1M – – –
Millennium Management
57
Millennium Management
New York
$997K +$963K +48,431 New
Boston Partners
58
Boston Partners
Massachusetts
$995K +$961K +48,336 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$899K -$46.3K -2,327 -5%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$871K +$37.3K +1,874 +5%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$807K -$57K -2,869 -7%
TPSF
62
Texas Permanent School Fund
Texas
$787K +$11K +552 +1%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$782K -$20.3K -1,023 -3%
Ensign Peak Advisors
64
Ensign Peak Advisors
Utah
$761K -$37.1K -1,865 -5%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$744K +$83.2K +4,185 +13%
JFG
66
Jefferies Financial Group
New York
$727K +$702K +35,289 New
Two Sigma Investments
67
Two Sigma Investments
New York
$722K +$75.1K +3,780 +12%
AIMCA
68
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$719K – – –
B
69
Bailard
California
$699K +$23.9K +1,200 +4%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$679K +$107K +5,365 +19%
Citigroup
71
Citigroup
New York
$663K -$2.74K -138 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$623K – – –
Macquarie Group
73
Macquarie Group
Australia
$614K – – –
Creative Planning
74
Creative Planning
Kansas
$558K -$477 -24 -0.1%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$552K – – –
1 2
3
4 5

DLX Hedge Fund Activity: Q1 2024 in Review

188 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q1 2024, worth a combined $781M — down 5.7% from $829M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DLX positions and 12 closed out — a net gain of 16 holders — while 47 added to existing stakes and 70 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.42M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 188 institutional investors held Deluxe (DLX) as of Q1 2024, up from 173 in Q4 2023.
  • Funds reported $781M of Deluxe stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 28 funds opened new Deluxe positions in Q1 2024 and 12 closed out, a net change of +16 holders.
  • The largest Deluxe buyer in Q1 2024 was Vanguard Group, an estimated $3.42M added.
  • The largest Deluxe seller in Q1 2024 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2024.