Deluxe
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.42M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.31M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$3.1M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$1.8M |
| 5 |
Cerity Partners
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.2M |
| 2 |
MOACM
Mutual of America Capital Management
New York
|
-$5.88M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.88M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$2.43M |
| 5 |
BlackRock
New York
|
-$1.47M |
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.