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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
TCOV
376
Trust Company of Vermont
Vermont
$12.9K
Bessemer Group
377
Bessemer Group
New Jersey
$12K
CSWM
378
Cassady Schiller Wealth Management
Ohio
$10.8K
WTA
379
Washington Trust Advisors
Massachusetts
$10.4K
FFA
380
Frazier Financial Advisors
Ohio
$9.74K +$9.53K +113 New
CA
381
Crewe Advisors
Utah
$9.17K +$8.94K +106 New
TLCM
382
Twin Lakes Capital Management
California
$8.62K
Mitsubishi UFJ Asset Management
383
Mitsubishi UFJ Asset Management
Japan
$6.77K
GRP
384
Global Retirement Partners
California
$6.6K -$84 -1 -1%
HT
385
Headlands Technologies
Illinois
$6.46K +$6.33K +75 New
S
386
Sachetta
Massachusetts
$5.69K +$5.57K +66 New
CT
387
Colonial Trust
South Carolina
$5.65K
FPF
388
First Pacific Financial
Washington
$5.52K +$5.4K +64 New
GI
389
Gradient Investments
Minnesota
$5.43K
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.43K +$3.04K +36 +133%
Fuller & Thaler Asset Management
391
Fuller & Thaler Asset Management
California
$4.57K -$12.6K -150 -74%
CPG
392
Cornerstone Planning Group
New Jersey
$4.44K +$1.94K +23 +82%
BGAI
393
Bruce G. Allen Investments
Colorado
$4.14K +$4.05K +48 New
CAL
394
Capital Advisors Ltd
Ohio
$4K
CTC
395
Cetera Trust Company
Minnesota
$3.79K +$3.71K +44 New
JWA
396
JFS Wealth Advisors
Pennsylvania
$3.62K +$84 +1 +2%
CP
397
Castleview Partners
Texas
$3.45K +$3.37K +40 New
VCM
398
Versant Capital Management
Arizona
$3.27K -$3.54K -42 -53%
GFPC
399
Global Financial Private Client
Florida
$3.19K
HIA
400
Harbor Investment Advisory
Maryland
$3.1K

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.