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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
EI
401
Ellevest Inc
New York
$1.11K -$13.5K -167 -93%
CWP
402
Concord Wealth Partners
Virginia
$1.02K -$1.05K -13 -52%
KFI
403
Key Financial Inc
Pennsylvania
$1.02K
RG
404
Retirement Group
California
$1K
VNA
405
Valley National Advisers
Pennsylvania
$1K
SSG
406
Summit Securities Group
New York
$1K +$807 +10 New
SIC
407
SJS Investment Consulting
Ohio
$855 +$242 +3 +43%
MHR
408
Matthew Hamilton Rosenberg
$854
CBT
409
Central Bank & Trust
Kentucky
$768 +$726 +9 New
Commonwealth Equity Services
410
Commonwealth Equity Services
Massachusetts
$505 +$19.6K +243 +4%
DA
411
Denali Advisors
California
$427 +$404 +5 New
Point72 Asset Management
412
Point72 Asset Management
Connecticut
$342 +$323 +4 New
CFGS
413
Concourse Financial Group Securities
Alabama
$341 -$484 -6 -60%
TWD
414
True Wealth Design
Ohio
$171
SEP
415
Soma Equity Partners
California
-$42.3M -600,000 Closed
PI
416
Putnam Investments
Massachusetts
-$3.32M -47,088 Closed
Vontobel Holding
417
Vontobel Holding
Switzerland
-$2.87M -41,803 Closed
MFG
418
Merit Financial Group
Georgia
-$2.65M -37,622 Closed
Two Sigma Investments
419
Two Sigma Investments
New York
-$2.56M -36,274 Closed
CI
420
CX Institutional
Indiana
-$1.33M -18,914 Closed
DA
421
Duality Advisers
Florida
-$1.23M -17,398 Closed
CGH
422
Crossmark Global Holdings
Texas
-$1.14M -16,155 Closed
CANY
423
Caxton Associates (New York)
New York
-$1.11M -15,763 Closed
YIH
424
Y-Intercept (HK)
Hong Kong
-$781K -11,065 Closed
Capital Fund Management (CFM)
425
Capital Fund Management (CFM)
France
-$736K -10,435 Closed

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.