We are live on ! Find out more

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
KBC Group
326
KBC Group
Belgium
$110K
SAM
327
Shell Asset Management
Netherlands
$88K -$25.2K -299 -23%
SPIA
328
Steward Partners Investment Advisory
New York
$87.9K -$3.88K -46 -4%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$79K -$7.84K -93 -9%
HI
330
Horizon Investments
North Carolina
$78.8K +$2.53K +30 +3%
BFEC
331
Benjamin F. Edwards & Company
Missouri
$77K +$7.59K +90 +11%
Nisa Investment Advisors
332
Nisa Investment Advisors
Missouri
$63.8K +$2.02K +24 +3%
PS
333
Principal Securities
Iowa
$53K +$51.9K +615 New
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$52.6K +$13.8K +164 +37%
CFB
335
Cullen/Frost Bankers
Texas
$51.7K
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$51K -$6.58K -78 -12%
SWS
337
SYSTM Wealth Solutions
Illinois
$49.5K +$48.4K +574 New
BEI
338
Benjamin Edwards Inc
Missouri
$46K +$2.78K +33 +7%
QCG
339
Quadrant Capital Group
Ohio
$43.5K +$16.8K +199 +65%
VAG
340
VisionPoint Advisory Group
Texas
$41.4K +$9.28K +110 +30%
SOW
341
State of Wyoming
Wyoming
$40.2K -$269K -3,190 -87%
QL
342
Quarry LP
New York
$37.1K +$36.3K +431 New
GG
343
Greenwood Gearhart
Arkansas
$36.6K +$35.8K +425 New
FHA
344
First Horizon Advisors
Tennessee
$36.2K
GBT
345
Grove Bank & Trust
Florida
$34.5K
GIA
346
GHP Investment Advisors
Colorado
$34.3K
WTG
347
West Tower Group
Virginia
$29.8K +$2.28K +27 +8%
BTI
348
Blue Trust Inc
Georgia
$29K +$13.4K +159 +76%
IFAM
349
Institutional & Family Asset Management
Colorado
$28.6K -$590 -7 -2%
PK
350
Pflug Koory
Nebraska
$27K

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.