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771 hedge funds and large institutions have $14.5B invested in Dover in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 230 increasing their positions, 256 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.78B)

9% more funds holding

Funds holding: 706771 (+65)

1.21% less ownership

Funds ownership: 87.81%86.59% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 256

55% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $74.6M

Holders
771
Holders Change
+65
Holders Change %
+9.21%
% of All Funds
15.19%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
121
Increased
230
Reduced
256
Closed
41
Calls
$33.8M
Puts
$74.6M
Net Calls
-$40.8M
Net Calls Change
-$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
451
Atria Investments
North Carolina
$517K +$480K +4,484 New
BCWM
452
Bartlett & Co Wealth Management
Ohio
$516K -$4.39K -41 -0.9%
AW
453
Alpha Windward
Massachusetts
$516K -$32.5K -303 -6%
HAM
454
Highstreet Asset Management
Ontario, Canada
$512K -$15.4K -144 -3%
AB
455
Atlas Brown
Kentucky
$511K
RIG
456
Renaissance Investment Group
Massachusetts
$510K
HB
457
Horizon Bancorp
Indiana
$510K +$474K +4,425 New
Aristotle Capital Management
458
Aristotle Capital Management
California
$498K
WAM
459
Wealthspire Advisors (Maryland)
Maryland
$478K +$123K +1,150 +38%
TCOT
460
Trust Company of Toledo
Ohio
$474K
WP
461
WealthShield Partners
North Carolina
$473K -$132K -1,237 -23%
MGIM
462
M&G Investment Management
United Kingdom
$473K +$441K +4,114 New
VWM
463
Valley Wealth Managers
New Jersey
$461K -$342K -3,191 -44%
MJP
464
Michael J. Puzo
$461K
MFG
465
MidWestOne Financial Group
Iowa
$461K
CIBC Private Wealth Group
466
CIBC Private Wealth Group
Georgia
$459K -$171K -1,600 -29%
PCM
467
Prelude Capital Management
New York
$457K -$10.3K -96 -2%
CI
468
CX Institutional
Indiana
$454K
DADC
469
D.A. Davidson & Co
Montana
$451K -$53.6K -500 -11%
AA
470
Ancora Advisors
Ohio
$444K -$182K -1,700 -31%
FA
471
FDx Advisors
Illinois
$444K +$11.2K +105 +3%
NWP
472
Northstar Wealth Partners
Connecticut
$442K -$48.2K -450 -10%
TF
473
TRH Financial
Iowa
$441K +$407K +3,802 New
ETC
474
Exchange Traded Concepts
Oklahoma
$437K +$406K +3,789 New
CI
475
Cigna Investments
Connecticut
$436K -$44.2K -413 -10%

DOV Hedge Fund Activity: Q4 2019 in Review

771 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q4 2019, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DOV positions and 41 closed out — a net gain of 80 holders — while 230 added to existing stakes and 256 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.4M. The largest seller was Bank of America, cutting an estimated $131M.

  • 771 institutional investors held Dover (DOV) as of Q4 2019, up from 706 in Q3 2019.
  • Funds reported $14.5B of Dover stock for Q4 2019, up 14% quarter-over-quarter.
  • 121 funds opened new Dover positions in Q4 2019 and 41 closed out, a net change of +80 holders.
  • The largest Dover buyer in Q4 2019 was Fidelity Investments, an estimated $77.4M added.
  • The largest Dover seller in Q4 2019 was Bank of America, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2019.