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413 hedge funds and large institutions have $4.69B invested in Dolby in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 144 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 36

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more capital invested

Capital invested by funds: $3.86B → $4.69B (+$827M)

12% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 129

6% more funds holding

Funds holding: 389413 (+24)

1% less ownership

Funds ownership: 92.39%91.39% (-1%)

96% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $36.3M

Holders
413
Holders Change
+24
Holders Change %
+6.17%
% of All Funds
6.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
67
Increased
144
Reduced
129
Closed
36
Calls
$1.38M
Puts
$36.3M
Net Calls
-$34.9M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
301
Baker Tilly Wealth Management
Wisconsin
$204K +$192K +2,383 New
JWM
302
Janiczek Wealth Management
Colorado
$195K +$7.67K +95 +4%
TFA
303
Transamerica Financial Advisors
Florida
$195K +$16.4K +203 +10%
IWP
304
Icon Wealth Partners
Texas
$172K +$162K +2,013 New
MFG
305
Mendota Financial Group
Wisconsin
$160K
JGIA
306
Jackson Grant Investment Advisers
Connecticut
$153K +$3.07K +38 +2%
C
307
Covestor
United Kingdom
$152K -$12.3K -153 -8%
IA
308
IFP Advisors
Florida
$142K -$10.4K -129 -5%
EBA
309
Eagle Bay Advisors
New York
$131K +$19.3K +239 +19%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$121K +$17.7K +219 +18%
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$120K +$113K +1,403 New
AAS
312
Ameritas Advisory Services
Nebraska
$110K +$104K +1,285 New
ETC
313
Exchange Traded Concepts
Oklahoma
$110K -$41K -508 -28%
SOW
314
State of Wyoming
Wyoming
$109K +$91.3K +1,131 +759%
O
315
Ossiam
France
$108K +$46.6K +577 +85%
MIM
316
MetLife Investment Management
New Jersey
$105K -$2.91K -36 -3%
CCA
317
Column Capital Advisors
Indiana
$104K
Bessemer Group
318
Bessemer Group
New Jersey
$103K -$3.63K -45 -4%
First Manhattan
319
First Manhattan
New York
$94.6K +$14.3K +177 +19%
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$79K +$1.05K +13 +1%
SPIA
321
Steward Partners Investment Advisory
New York
$70.7K +$7.59K +94 +13%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$69K
Group One Trading
323
Group One Trading
Illinois
$67.7K +$63.9K +792 New
BEI
324
Benjamin Edwards Inc
Missouri
$62K +$29.3K +363 +99%
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$60K -$475K -5,885 -89%

DLB Hedge Fund Activity: Q1 2023 in Review

413 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dolby (DLB) for Q1 2023, worth a combined $4.69B — up 21% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DLB positions and 36 closed out — a net gain of 31 holders — while 144 added to existing stakes and 129 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $23.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $49.5M.

  • 413 institutional investors held Dolby (DLB) as of Q1 2023, up from 389 in Q4 2022.
  • Funds reported $4.69B of Dolby stock for Q1 2023, up 21% quarter-over-quarter.
  • 67 funds opened new Dolby positions in Q1 2023 and 36 closed out, a net change of +31 holders.
  • The largest Dolby buyer in Q1 2023 was Acadian Asset Management, an estimated $23.1M added.
  • The largest Dolby seller in Q1 2023 was Fuller & Thaler Asset Management, an estimated $49.5M sold.

Based on aggregated 13F filings for Q1 2023.