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Dropbox
DBX

268 hedge funds and large institutions have $2.62B invested in Dropbox in 2018 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 71 increasing their positions, 56 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 49

67% more funds holding in top 10

Funds holding in top 10: 12 → 20 (+8)

27% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 56

18% more funds holding

Funds holding: 228 → 268 (+40)

11% more capital invested

Capital invested by funds: $2.37B → $2.62B (+$251M)

0.53% less ownership

Funds ownership: 78.76% → 78.23% (-0.53%)

41% less call options, than puts

Call options by funds: $70.8M | Put options by funds: $119M

Holders
268
Holders Change
+40
Holders Change %
+17.54%
% of All Funds
5.97%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.45%
New
90
Increased
71
Reduced
56
Closed
49
Calls
$70.8M
Puts
$119M
Net Calls
-$48.3M
Net Calls Change
+$54.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
2
Holocene Advisors
Holocene Advisors
New York
+$61.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.3M
4
BlackRock
BlackRock
New York
+$53.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$47.7M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$53.1M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$37.2M
3
PHS
PFM Health Sciences
California
-$31M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.3M
5
VEPM
Vista Equity Partners Management
California
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
251
Kore Private Wealth
New York
$4K +$4.61K +200 New
PWMG
252
Prestige Wealth Management Group
New Jersey
$4K +$4.61K +200 New
PA
253
Parallel Advisors
California
$4K +$5.21K +226 New
BFC
254
Bedel Financial Consulting
Indiana
$3K – – –
EWM
255
Edge Wealth Management
New York
$3K – – –
MIM
256
Macroview Investment Management
Maryland
$3K +$2.93K +127 New
CAGAS
257
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.46K +150 New
LC
258
Lindbrook Capital
California
$3K +$3.92K +170 New
AWM
259
Avior Wealth Management
Nebraska
$2K – – –
HNB
260
Huntington National Bank
Ohio
$2K – – –
RFC
261
Regions Financial Corp
Alabama
$2K – – –
SF
262
Synovus Financial
Georgia
$2K – – –
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.31K +100 New
AAMU
264
Amundi Asset Management US
Massachusetts
$1.17K +$765K +33,200 +139%
MSA
265
Marino Stram & Associates
Massachusetts
$1K – – –
BHWM
266
Bay Harbor Wealth Management
Maryland
$1K +$1.13K +49 New
GT
267
Glenmede Trust
Pennsylvania
$54 +$61.1K +2,650 New
Allianz Asset Management
268
Allianz Asset Management
Germany
– -$53.1M -1,979,205 Closed
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
– -$37.2M -1,385,415 Closed
MC
270
Maplelane Capital
New York
– -$11M -410,000 Closed
GCP
271
Garelick Capital Partners
Massachusetts
– -$10.5M -392,319 Closed
Arrowstreet Capital
272
Arrowstreet Capital
Massachusetts
– -$5.56M -207,200 Closed
GLAM
273
Gardner Lewis Asset Management
Pennsylvania
– -$4.25M -158,470 Closed
BAMCO Inc
274
BAMCO Inc
New York
– -$3.71M -138,308 Closed
SC
275
Sculptor Capital
New York
– -$3.39M -126,400 Closed
9 10
11
12 13

DBX Hedge Fund Activity: Q4 2018 in Review

268 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q4 2018, worth a combined $2.62B — up 11% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DBX positions and 49 closed out — a net gain of 41 holders — while 71 added to existing stakes and 56 trimmed.

The largest buyer was Vanguard Group, adding an estimated $114M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $53.1M sold.

  • 268 institutional investors held Dropbox (DBX) as of Q4 2018, up from 228 in Q3 2018.
  • Funds reported $2.62B of Dropbox stock for Q4 2018, up 11% quarter-over-quarter.
  • 90 funds opened new Dropbox positions in Q4 2018 and 49 closed out, a net change of +41 holders.
  • The largest Dropbox buyer in Q4 2018 was Vanguard Group, an estimated $114M added.
  • The largest Dropbox seller in Q4 2018 was Allianz Asset Management, an estimated $53.1M sold.

Based on aggregated 13F filings for Q4 2018.