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415 hedge funds and large institutions have $4.65B invested in Dolby in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 164 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $8.03M | Put options by funds: $4.02M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 426415 (-11)

10.1% less ownership

Funds ownership: 103.46%93.36% (-10%)

12% less capital invested

Capital invested by funds: $5.27B → $4.65B (-$613M)

13% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 164

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

Holders
415
Holders Change
-11
Holders Change %
-2.58%
% of All Funds
5.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
142
Reduced
164
Closed
50
Calls
$8.03M
Puts
$4.02M
Net Calls
+$4M
Net Calls Change
-$6.47M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
301
Jackson Grant Investment Advisers
Connecticut
$152K +$579 +7 +0.4%
IWA
302
Icon Wealth Advisors
Texas
$132K -$7.19K -87 -5%
EC
303
EntryPoint Capital
New York
$127K +$125K +1,515 New
AT
304
Arlington Trust
Alabama
$126K -$1.49K -18 -1%
CFM
305
Catalyst Funds Management
Australia
$117K +$116K +1,400 New
BFEC
306
Benjamin F. Edwards & Company
Missouri
$114K +$38.3K +463 +52%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$112K -$9.59K -116 -8%
KBC Group
308
KBC Group
Belgium
$107K
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$107K +$106K +1,277 New
AWM
310
Avior Wealth Management
Nebraska
$100K +$99.1K +1,199 New
SPIA
311
Steward Partners Investment Advisory
New York
$97.3K +$11.7K +142 +14%
HI
312
Horizon Investments
North Carolina
$95.1K +$18.3K +221 +24%
CI Investments Inc
313
CI Investments Inc
Ontario, Canada
$92K +$14.3K +173 +19%
SSB
314
Sandy Spring Bank
Maryland
$84.5K -$59K -714 -41%
SAM
315
Shell Asset Management
Netherlands
$73K -$8.85K -107 -10%
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$62.4K +$413 +5 +0.7%
SC
317
SouthState Corp
Florida
$52.3K +$51.6K +624 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$52K +$2.23K +27 +5%
FHA
319
First Horizon Advisors
Tennessee
$51.1K +$15.7K +190 +45%
CFB
320
Cullen/Frost Bankers
Texas
$50.3K
HT
321
Headlands Technologies
Illinois
$49.8K +$43K +520 +693%
SWS
322
SYSTM Wealth Solutions
Illinois
$48.1K +$83 +1 +0.2%
BEI
323
Benjamin Edwards Inc
Missouri
$46K +$1.16K +14 +3%
PS
324
Principal Securities
Iowa
$45.7K -$5.71K -69 -11%
QL
325
Quarry LP
New York
$45.1K +$8.85K +107 +25%

DLB Hedge Fund Activity: Q1 2024 in Review

415 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dolby (DLB) for Q1 2024, worth a combined $4.65B — down 12% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DLB and 42 opened new positions — a net loss of 8 holders — while 164 trimmed existing stakes and 142 added.

The largest buyer was First Trust Advisors, adding an estimated $55.8M. The largest seller was Morgan Stanley, cutting an estimated $324M.

  • 415 institutional investors held Dolby (DLB) as of Q1 2024, down from 426 in Q4 2023.
  • Funds reported $4.65B of Dolby stock for Q1 2024, down 12% quarter-over-quarter.
  • 42 funds opened new Dolby positions in Q1 2024 and 50 closed out, a net change of -8 holders.
  • The largest Dolby buyer in Q1 2024 was First Trust Advisors, an estimated $55.8M added.
  • The largest Dolby seller in Q1 2024 was Morgan Stanley, an estimated $324M sold.

Based on aggregated 13F filings for Q1 2024.