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199 hedge funds and large institutions have $851M invested in Deluxe in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

73% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $966K

9% more capital invested

Capital invested by funds: $781M → $851M (+$70.1M)

6% more funds holding

Funds holding: 188199 (+11)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

0.19% less ownership

Funds ownership: 86.2%86.01% (-0.19%)

Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
61
Reduced
61
Closed
19
Calls
$1.67M
Puts
$966K
Net Calls
+$702K
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
151
Cullen/Frost Bankers
Texas
$29.6K +$363 +17 +1%
LC
152
Lindbrook Capital
California
$28.9K
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$27.1K -$21.8K -1,019 -46%
Group One Trading
154
Group One Trading
Illinois
$27K -$49.6K -2,321 -66%
PAS
155
Point72 Asia (Singapore)
Singapore
$26.3K +$25.1K +1,173 New
EWA
156
EverSource Wealth Advisors
Alabama
$17K
LFG
157
Larson Financial Group
Missouri
$15.9K +$15.1K +707 New
PS
158
Principal Securities
Iowa
$13.9K +$4.34K +203 +49%
SPIA
159
Steward Partners Investment Advisory
New York
$13.4K
AAP
160
Arax Advisory Partners
Colorado
$11.7K +$11.2K +523 New
Barrow, Hanley, Mewhinney & Strauss
161
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.5K
NSIM
162
North Star Investment Management
Illinois
$11.2K +$128 +6 +1%
W
163
WealthCollab
Washington
$10.1K
JWA
164
JFS Wealth Advisors
Pennsylvania
$7.53K +$85 +4 +1%
CAL
165
Capital Advisors Ltd
Ohio
$7K
CFM
166
Catalyst Funds Management
Australia
$6.74K +$6.41K +300 New
KFI
167
Key Financial Inc
Pennsylvania
$5.62K
HT
168
Headlands Technologies
Illinois
$5.59K +$5.32K +249 New
S
169
SignatureFD
Georgia
$5.46K
SAM
170
Smartleaf Asset Management
Massachusetts
$5.29K +$5.17K +242 New
QL
171
Quarry LP
New York
$4.94K -$61.1K -2,859 -93%
GWM
172
Geneos Wealth Management
Colorado
$4.42K +$1.07K +50 +34%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$3.41K
Bessemer Group
174
Bessemer Group
New Jersey
$3K
HI
175
Harbour Investments
Wisconsin
$2.69K

DLX Hedge Fund Activity: Q2 2024 in Review

199 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2024, worth a combined $851M — up 9% from $781M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 19 closed out — a net gain of 14 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $5.3M. The largest seller was American Century Companies, cutting an estimated $14.8M.

  • 199 institutional investors held Deluxe (DLX) as of Q2 2024, up from 188 in Q1 2024.
  • Funds reported $851M of Deluxe stock for Q2 2024, up 9% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Deluxe buyer in Q2 2024 was Lazard Asset Management, an estimated $5.3M added.
  • The largest Deluxe seller in Q2 2024 was American Century Companies, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.