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417 hedge funds and large institutions have $4.61B invested in Dolby in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 140

1% more funds holding

Funds holding: 413417 (+4)

0.83% more ownership

Funds ownership: 91.39%92.22% (+0.83%)

2% less capital invested

Capital invested by funds: $4.69B → $4.61B (-$77.9M)

27% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $37.2M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
417
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
146
Reduced
140
Closed
53
Calls
$27.2M
Puts
$37.2M
Net Calls
-$9.93M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
451
Koshinski Asset Management
Illinois
-$205K -2,402 Closed
BTWM
452
Baker Tilly Wealth Management
Wisconsin
-$204K -2,383 Closed
MFG
453
Mendota Financial Group
Wisconsin
-$160K -2,051 Closed
AAS
454
Ameritas Advisory Services
Nebraska
-$110K -1,285 Closed
Group One Trading
455
Group One Trading
Illinois
-$66.2K -792 Closed
HFM
456
Harvest Fund Management
China
-$37K -433 Closed
BAM
457
Belpointe Asset Management
Nevada
-$32K -375 Closed
OCM
458
Orion Capital Management
California
-$19.6K -230 Closed
TFM
459
TFC Financial Management
Massachusetts
-$11.1K -130 Closed
ASN
460
Advisory Services Network
Georgia
-$10.5K -123 Closed
SL
461
Savior LLC
Massachusetts
-$8.54K -100 Closed
TWA
462
TCI Wealth Advisors
Arizona
-$4.01K -47 Closed
SFG
463
Steward Financial Group
Texas
-$2K -35 Closed
SIC
464
Salem Investment Counselors
North Carolina
-$2.9K -34 Closed
SC
465
Schubert & Co
Texas
-$2.56K -30 Closed
BF
466
BOK Financial
Oklahoma
-$2.39K -28 Closed
EI
467
Ellevest Inc
New York
-$1.11K -13 Closed
SSG
468
Summit Securities Group
New York
-$1K -10 Closed
CBT
469
Central Bank & Trust
Kentucky
-$768 -9 Closed
AW
470
Avion Wealth
Texas
+$501 +6 New

DLB Hedge Fund Activity: Q2 2023 in Review

417 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dolby (DLB) for Q2 2023, worth a combined $4.61B — down 1.7% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new DLB positions and 53 closed out — a net gain of 5 holders — while 146 added to existing stakes and 140 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $37.2M. The largest seller was Jackson Square Partners, cutting an estimated $30M.

  • 417 institutional investors held Dolby (DLB) as of Q2 2023, up from 413 in Q1 2023.
  • Funds reported $4.61B of Dolby stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 58 funds opened new Dolby positions in Q2 2023 and 53 closed out, a net change of +5 holders.
  • The largest Dolby buyer in Q2 2023 was Robeco Institutional Asset Management, an estimated $37.2M added.
  • The largest Dolby seller in Q2 2023 was Jackson Square Partners, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2023.