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Dolphin Entertainment

19 hedge funds and large institutions have $1.49M invested in Dolphin Entertainment in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

0.94% more ownership

Funds ownership: 4.38%5.32% (+0.94%)

5% less capital invested

Capital invested by funds: $1.56M → $1.49M (-$72.5K)

10% less funds holding

Funds holding: 2119 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SOA Wealth Advisors
New York
$699K +$841K +554,492 New
HWM
2
Hohimer Wealth Management
Washington
$378K
Vanguard Group
3
Vanguard Group
Pennsylvania
$216K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$88.2K +$15.9K +10,488 +18%
Renaissance Technologies
5
Renaissance Technologies
New York
$33K +$1.59K +1,050 +4%
FA
6
Fortis Advisors
Pennsylvania
$25.2K
Citadel Advisors
7
Citadel Advisors
Florida
$15.8K -$3.35K -2,211 -15%
State Street
8
State Street
Massachusetts
$14.7K
Northern Trust
9
Northern Trust
Illinois
$9.6K
UBS Group
10
UBS Group
Switzerland
$5.6K +$6.75K +4,448 New
TRCT
11
Tower Research Capital (TRC)
New York
$2.1K +$36 +24 +1%
BlackRock
12
BlackRock
New York
$1.22K
Citigroup
13
Citigroup
New York
$771 +$928 +612 New
Group One Trading
14
Group One Trading
Illinois
$126
Bank of America
15
Bank of America
North Carolina
$94 +$14 +9 +14%
Morgan Stanley
16
Morgan Stanley
New York
$32
JP Morgan Chase
17
JP Morgan Chase
New York
$26 +$6 +4 +24%
Wells Fargo
18
Wells Fargo
California
$1
BA
19
Bard Associates
Illinois
-$356K -188,884 Closed
Millennium Management
20
Millennium Management
New York
-$18.4K -9,764 Closed
TSS
21
Two Sigma Securities
New York
-$16.5K -8,761 Closed
MA
22
Modus Advisors
Minnesota
-$9.42K -5,000 Closed
Amundi
23
Amundi
France
-$6.82K -4,217 Closed
Lazard Asset Management
24
Lazard Asset Management
New York
+$291 +192 +40%

DLPN Hedge Fund Activity: Q3 2024 in Review

19 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in Dolphin Entertainment (DLPN) for Q3 2024, worth a combined $1.49M — down 4.6% from $1.56M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DLPN and 3 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 6 added.

The largest buyer was SOA Wealth Advisors, opening a new position worth an estimated $841K. The largest seller was Bard Associates, exiting entirely with an estimated $356K sold.

  • 19 institutional investors held Dolphin Entertainment (DLPN) as of Q3 2024, down from 21 in Q2 2024.
  • Funds reported $1.49M of Dolphin Entertainment stock for Q3 2024, down 4.6% quarter-over-quarter.
  • 3 funds opened new Dolphin Entertainment positions in Q3 2024 and 5 closed out, a net change of -2 holders.
  • The largest Dolphin Entertainment buyer in Q3 2024 was SOA Wealth Advisors, an estimated $841K added.
  • The largest Dolphin Entertainment seller in Q3 2024 was Bard Associates, an estimated $356K sold.

Based on aggregated 13F filings for Q3 2024.