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426 hedge funds and large institutions have $5.27B invested in Dolby in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.5M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

14% more capital invested

Capital invested by funds: $4.61B → $5.27B (+$657M)

6.48% more ownership

Funds ownership: 96.98%103.46% (+6.5%)

3% more funds holding

Funds holding: 412426 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 159

Holders
426
Holders Change
+14
Holders Change %
+3.4%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
142
Reduced
159
Closed
35
Calls
$23M
Puts
$12.5M
Net Calls
+$10.5M
Net Calls Change
+$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Meritas Wealth Management
California
$289K
EWA
277
EverSource Wealth Advisors
Alabama
$288K +$3.63K +43 +1%
AT
278
Arden Trust
Delaware
$287K -$31.9K -378 -10%
AWM
279
Axxcess Wealth Management
California
$280K -$7.93K -94 -3%
WT
280
Whittier Trust
California
$278K +$13.2K +156 +5%
CCA
281
Cadent Capital Advisors
Oklahoma
$278K
M&T Bank
282
M&T Bank
New York
$274K -$39.5K -469 -13%
AAM
283
Advisors Asset Management
Colorado
$273K -$95.5K -1,133 -26%
WA
284
Wealth Alliance
New York
$273K -$253 -3 -0.1%
SIG
285
Stonegate Investment Group
Alabama
$273K -$6.16K -73 -2%
BAM
286
Berkshire Asset Management
Pennsylvania
$267K -$44.5K -528 -15%
MC
287
Maverick Capital
Texas
$263K +$31.2K +370 +14%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$261K +$17.8K +211 +7%
O
289
Ossiam
France
$258K
HSBC Holdings
290
HSBC Holdings
United Kingdom
$256K -$1.55M -18,353 -86%
Capstone Investment Advisors
291
Capstone Investment Advisors
New York
$250K +$245K +2,901 New
AIM
292
Aigen Investment Management
New York
$247K +$242K +2,866 New
FL
293
Fort LP
Maryland
$246K -$25.4K -301 -10%
CCIA
294
Campbell & Co Investment Adviser
Maryland
$241K +$236K +2,796 New
IC
295
IEQ Capital
California
$237K +$7.25K +86 +3%
I
296
InceptionR
California
$236K -$831K -9,853 -78%
CCA
297
Conestoga Capital Advisors
Pennsylvania
$234K -$41.3K -490 -15%
SN
298
Sittner & Nelson
Oregon
$234K
NIM
299
NEOS Investment Management
Connecticut
$233K +$10.9K +129 +5%
MA
300
MJP Associates
Connecticut
$233K -$6.58K -78 -3%

DLB Hedge Fund Activity: Q4 2023 in Review

426 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dolby (DLB) for Q4 2023, worth a combined $5.27B — up 14% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DLB positions and 35 closed out — a net gain of 20 holders — while 142 added to existing stakes and 159 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $411M. The largest seller was Jackson Square Partners, cutting an estimated $55.6M.

  • 426 institutional investors held Dolby (DLB) as of Q4 2023, up from 412 in Q3 2023.
  • Funds reported $5.27B of Dolby stock for Q4 2023, up 14% quarter-over-quarter.
  • 55 funds opened new Dolby positions in Q4 2023 and 35 closed out, a net change of +20 holders.
  • The largest Dolby buyer in Q4 2023 was Morgan Stanley, an estimated $411M added.
  • The largest Dolby seller in Q4 2023 was Jackson Square Partners, an estimated $55.6M sold.

Based on aggregated 13F filings for Q4 2023.