We are live on ! Find out more

918 hedge funds and large institutions have $21.1B invested in Dover in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 276 increasing their positions, 340 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $187M | Put options by funds: $97.8M

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

14% more capital invested

Capital invested by funds: $18.5B → $21.1B (+$2.59B)

4% more funds holding

Funds holding: 886918 (+32)

0.67% more ownership

Funds ownership: 86.24%86.91% (+0.67%)

19% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 340

Holders
918
Holders Change
+32
Holders Change %
+3.61%
% of All Funds
13.22%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
98
Increased
276
Reduced
340
Closed
59
Calls
$187M
Puts
$97.8M
Net Calls
+$89.5M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
CIBC World Markets
New York
$2.49M -$641K -3,981 -22%
Vontobel Holding
302
Vontobel Holding
Switzerland
$2.44M +$111K +690 +5%
UB
303
UMB Bank
Missouri
$2.35M -$166K -1,033 -7%
OC
304
Oppenheimer & Co
New York
$2.33M +$767K +4,760 +57%
CFB
305
Cullen/Frost Bankers
Texas
$2.32M -$32.2K -200 -2%
Wealth Enhancement Advisory Services
306
Wealth Enhancement Advisory Services
Minnesota
$2.32M +$44.1K +274 +2%
PDL
307
Portfolio Design Labs
California
$2.32M +$2.11M +13,084 New
BCI
308
Brinker Capital Investments
Pennsylvania
$2.32M -$65.2K -405 -3%
OPS
309
Orion Portfolio Solutions
Nebraska
$2.32M -$65.2K -405 -3%
EML
310
Eos Management LP
New York
$2.29M
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$2.26M +$106K +657 +5%
EMPI
312
Elo Mutual Pension Insurance
Finland
$2.26M +$84.7K +526 +4%
USCWA
313
U.S. Capital Wealth Advisors
Texas
$2.19M -$14.5K -90 -0.7%
GIBU
314
Gulf International Bank (UK)
United Kingdom
$2.12M +$86.6K +538 +5%
OPERF
315
Oregon Public Employees Retirement Fund
Oregon
$2.12M +$164K +1,018 +9%
VPIM
316
Vanguard Personalized Indexing Management
California
$2.09M +$199K +1,237 +12%
SLAM
317
Swiss Life Asset Management
$2.08M -$1.8M -11,190 -49%
Rafferty Asset Management
318
Rafferty Asset Management
New York
$2.06M -$17.6K -109 -0.9%
TRSOTSOK
319
Teachers Retirement System of the State of Kentucky
Kentucky
$2.04M -$95.3K -592 -5%
PWLP
320
Prio Wealth Limited Partnership
Massachusetts
$2.02M +$338K +2,098 +22%
FTIS
321
First Trust Investment Solutions
Florida
$2M
BCV
322
Banque Cantonale Vaudoise
Switzerland
$1.98M +$737K +4,577 +69%
EWA
323
Etesian Wealth Advisors
Oregon
$1.94M -$55.7K -346 -3%
LOAMS
324
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.91M
IIA
325
ICW Investment Advisors
Arizona
$1.91M +$4.67K +29 +0.3%

DOV Hedge Fund Activity: Q1 2024 in Review

918 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q1 2024, worth a combined $21.1B — up 14% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new DOV positions and 59 closed out — a net gain of 39 holders — while 276 added to existing stakes and 340 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $368M.

  • 918 institutional investors held Dover (DOV) as of Q1 2024, up from 886 in Q4 2023.
  • Funds reported $21.1B of Dover stock for Q1 2024, up 14% quarter-over-quarter.
  • 98 funds opened new Dover positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest Dover buyer in Q1 2024 was T. Rowe Price Associates, an estimated $257M added.
  • The largest Dover seller in Q1 2024 was Morgan Stanley, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2024.