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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
SFG
301
SNS Financial Group
Minnesota
$233K +$422 +5 +0.2%
Creative Planning
302
Creative Planning
Kansas
$224K +$217K +2,576 +12,880%
CIS
303
Continental Investors Services
Washington
$223K
FAFN
304
First Affirmative Financial Network
Colorado
$223K +$218K +2,588 New
SCM
305
Shelton Capital Management
Colorado
$221K -$16.4K -194 -7%
DekaBank Deutsche Girozentrale
306
DekaBank Deutsche Girozentrale
Germany
$221K -$17.4K -206 -7%
Walleye Trading
307
Walleye Trading
New York
$221K -$783K -9,287 -78%
FA
308
FDx Advisors
Illinois
$218K -$33.6K -399 -14%
EBA
309
Eagle Bay Advisors
New York
$216K +$20.6K +244 +11%
WF
310
WoodTrust Financial
Wisconsin
$215K +$211K +2,500 New
CT
311
Chicago Trust
Illinois
$213K +$209K +2,475 New
VA
312
Vident Advisory
Georgia
$212K -$32K -380 -13%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$212K -$21K -249 -9%
LRIC
314
Long Road Investment Counsel
Michigan
$210K
BWCS
315
Beirne Wealth Consulting Services
Connecticut
$206K +$201K +2,385 New
IA
316
IFP Advisors
Florida
$185K -$14.8K -175 -8%
NS
317
NBC Securities
Alabama
$159K -$1.6K -19 -1%
JGIA
318
Jackson Grant Investment Advisers
Connecticut
$156K +$506 +6 +0.3%
SG Americas Securities
319
SG Americas Securities
New York
$156K -$1.77M -21,043 -92%
SSB
320
Sandy Spring Bank
Maryland
$148K -$16.4K -195 -10%
IWA
321
Icon Wealth Advisors
Texas
$144K +$140K +1,665 New
C
322
Covestor
United Kingdom
$140K -$14.3K -169 -9%
TFA
323
Transamerica Financial Advisors
Florida
$133K -$39.1K -464 -23%
AT
324
Arlington Trust
Alabama
$131K +$128K +1,518 New
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$125K -$14.7K -174 -11%

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.