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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
CT
376
Colonial Trust
South Carolina
$5.48K
JMF
377
Johnson Midwest Financial
Iowa
$5.47K
UB
378
UMB Bank
Missouri
$5.13K -$646 -8 -12%
AF
379
Allworth Financial
California
$4.7K
TJHA
380
Thomas J. Herzfeld Advisors
Florida
$4.7K +$161 +2 +4%
ECM
381
Estabrook Capital Management
New York
$4.61K
FFA
382
Farther Finance Advisors
California
$4.1K
TWA
383
TCI Wealth Advisors
Arizona
$4.01K
CAL
384
Capital Advisors Ltd
Ohio
$4K
JWA
385
JFS Wealth Advisors
Pennsylvania
$3.5K +$404 +5 +14%
CA
386
Clearstead Advisors
Ohio
$3.42K +$3.23K +40 New
GFPC
387
Global Financial Private Client
Florida
$3.16K
HIA
388
Harbor Investment Advisory
Maryland
$3.08K
SIC
389
Salem Investment Counselors
North Carolina
$2.9K +$2.74K +34 New
HI
390
Harbour Investments
Wisconsin
$2.56K -$3.39K -42 -58%
BWL
391
Bogart Wealth LLC
Virginia
$2.56K
SC
392
Schubert & Co
Texas
$2.56K +$807 +10 +50%
BF
393
BOK Financial
Oklahoma
$2.39K +$2.26K +28 New
GWS
394
Glassman Wealth Services
Virginia
$2.05K
SFG
395
Steward Financial Group
Texas
$2K +$2.26K +28 +400%
CFFP
396
Center for Financial Planning
Michigan
$1.79K -$3.07K -38 -64%
AF
397
Advisornet Financial
Minnesota
$1.71K +$646 +8 +67%
BWM
398
Baystate Wealth Management
Massachusetts
$1.56K
CCMI
399
Creative Capital Management Investments
California
$1.54K
CFO
400
CVA Family Office
Colorado
$1.45K

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.