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601 hedge funds and large institutions have $10.9B invested in Dover in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.91% more ownership

Funds ownership: 106.17%108.08% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

2% more capital invested

Capital invested by funds: $10.7B → $10.9B (+$188M)

10% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 51

1% less funds holding

Funds holding: 610601 (-9)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

37% less call options, than puts

Call options by funds: $39.1M | Put options by funds: $62.4M

Holders
601
Holders Change
-9
Holders Change %
-1.48%
% of All Funds
14.98%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.17%
New
46
Increased
212
Reduced
206
Closed
51
Calls
$39.1M
Puts
$62.4M
Net Calls
-$23.4M
Net Calls Change
-$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
376
BB&T Securities
Virginia
$534K +$28.2K +433 +6%
GT
377
Glenview Trust
Kentucky
$532K -$16.8K -258 -3%
BHIA
378
Birch Hill Investment Advisors
Massachusetts
$532K
FCM
379
Flinton Capital Management
Pennsylvania
$530K +$2.28K +35 +0.4%
FHA
380
First Horizon Advisors
Tennessee
$530K +$14.5K +222 +3%
BSW
381
Buckingham Strategic Wealth
Missouri
$528K +$77.3K +1,186 +17%
CPA
382
Capital Planning Advisors
California
$525K +$529K +8,109 New
FAN
383
Financial Advisors Network
California
$519K +$31.6K +485 +6%
SIC
384
Salem Investment Counselors
North Carolina
$516K
PCMM
385
Private Capital Management (Minnesota)
Minnesota
$513K +$517K +7,923 New
LTFS
386
Ladenburg Thalmann Financial Services
Florida
$509K -$42.3K -649 -8%
ACM
387
Adalta Capital Management
New York
$505K
AG
388
Advisor Group
Arizona
$502K +$95.1K +1,459 +23%
BHWM
389
Bar Harbor Wealth Management
New Hampshire
$494K -$84.9K -1,302 -15%
FCCM
390
First City Capital Management
Georgia
$490K
MIM
391
Marco Investment Management
Georgia
$485K +$130 +2 +0%
QC
392
Quadrature Capital
United Kingdom
$485K +$489K +7,494 New
CI
393
Cigna Investments
Connecticut
$483K -$20.9K -321 -4%
CWM
394
Cornerstone Wealth Management
Missouri
$483K +$3.06K +47 +0.7%
GA
395
Geneva Advisors
Illinois
$462K +$93.8K +1,439 +25%
SF
396
Synovus Financial
Georgia
$459K +$463K +7,097 New
MAM
397
Meeder Asset Management
Ohio
$454K -$90.8K -1,393 -17%
PG
398
Patten Group
Tennessee
$451K
OWP
399
Obermeyer Wealth Partners
Colorado
$442K
EWM
400
Endurance Wealth Management
Rhode Island
$440K

DOV Hedge Fund Activity: Q2 2017 in Review

601 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q2 2017, worth a combined $10.9B — up 1.8% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of DOV and 46 opened new positions — a net loss of 5 holders — while 206 trimmed existing stakes and 212 added.

The largest buyer was Adage Capital Partners, adding an estimated $147M. The largest seller was Bank of America, cutting an estimated $61.5M.

  • 601 institutional investors held Dover (DOV) as of Q2 2017, down from 610 in Q1 2017.
  • Funds reported $10.9B of Dover stock for Q2 2017, up 1.8% quarter-over-quarter.
  • 46 funds opened new Dover positions in Q2 2017 and 51 closed out, a net change of -5 holders.
  • The largest Dover buyer in Q2 2017 was Adage Capital Partners, an estimated $147M added.
  • The largest Dover seller in Q2 2017 was Bank of America, an estimated $61.5M sold.

Based on aggregated 13F filings for Q2 2017.