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Dolby
DLB

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: 412 → 426 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$411M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$48.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$17.4M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$14.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
JSP
Jackson Square Partners
California
-$55.6M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$29.9M
3
Jane Street
Jane Street
New York
-$17.8M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$17.2M
5
Squarepoint
Squarepoint
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$3.02K -$5.31K -63 -64%
LTI
402
Laffer Tengler Investments
Tennessee
$3.02K +$2.95K +35 New
NCM
403
Northwest Capital Management
Oregon
$2.76K – – –
PWA
404
Provenance Wealth Advisors
Florida
$2.67K +$2.61K +31 New
BWL
405
Bogart Wealth LLC
Virginia
$2.58K – – –
SS
406
Sunbelt Securities
Texas
$2.5K – – –
GWS
407
Glassman Wealth Services
Virginia
$2.24K +$169 +2 +8%
HCP
408
Hexagon Capital Partners
Arkansas
$2.24K +$2.19K +26 New
PWMG
409
Private Wealth Management Group
New Jersey
$2.15K +$2.11K +25 New
EC
410
EdgeRock Capital
Colorado
$1.93K +$2.02K +24 New
CFFP
411
Center for Financial Planning
Michigan
$1.81K – – –
FCA
412
FinTrust Capital Advisors
South Carolina
$1.81K – – –
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$1.72K – – –
BWM
414
Baystate Wealth Management
Massachusetts
$1.58K – – –
CCMI
415
Creative Capital Management Investments
California
$1.55K – – –
CFO
416
CVA Family Office
Colorado
$1.47K +$1.43K +17 New
HI
417
Harbour Investments
Wisconsin
$1.29K – – –
AF
418
Advisornet Financial
Minnesota
$1.29K +$169 +2 +15%
KFI
419
Key Financial Inc
Pennsylvania
$1.03K – – –
SIC
420
SJS Investment Consulting
Ohio
$862 -$84 -1 -9%
MHR
421
Matthew Hamilton Rosenberg
$862 – – –
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$776 +$759 +9 New
NMM
423
Naples Money Management
Florida
$689 +$675 +8 New
RG
424
Retirement Group
California
$517 – – –
CFGS
425
Concourse Financial Group Securities
Alabama
$344 – – –
15 16
17
18 19

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.