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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
Lido Advisors
476
Lido Advisors
California
$695K +$20.8K +129 +3%
Bessemer Group
477
Bessemer Group
New Jersey
$694K -$82.3K -511 -12%
AOI
478
Auto-Owners Insurance
Michigan
$691K
VA
479
Valmark Advisers
Ohio
$691K -$3.7K -23 -0.6%
NS
480
NBC Securities
Alabama
$688K +$61.7K +383 +11%
Simplex Trading
481
Simplex Trading
Illinois
$686K +$624K +3,875 New
First Eagle Investment Management
482
First Eagle Investment Management
New York
$680K
Robeco Institutional Asset Management
483
Robeco Institutional Asset Management
Netherlands
$673K
BFG
484
Bleakley Financial Group
New Jersey
$668K -$805 -5 -0.1%
SW
485
Simplicity Wealth
New Jersey
$668K +$607K +3,772 New
RIM
486
Rakuten Investment Management
Japan
$667K +$550K +3,416 +987%
WA
487
Wealth Alliance
New York
$665K -$21.1K -131 -3%
LFA
488
Legacy Financial Advisors
Kentucky
$664K -$483 -3 -0.1%
LNC
489
Lincoln National Corp
Pennsylvania
$663K +$19.3K +120 +3%
ESB
490
Essex Savings Bank
Connecticut
$663K
S
491
SignatureFD
Georgia
$655K -$19.2K -119 -3%
Capstone Investment Advisors
492
Capstone Investment Advisors
New York
$650K +$552K +3,426 +1,398%
PFC
493
Phocas Financial Corp
California
$641K
DADC
494
D.A. Davidson & Co
Montana
$639K -$56K -348 -9%
SAM
495
Shell Asset Management
Netherlands
$638K -$481K -2,987 -46%
FCCM
496
First City Capital Management
Georgia
$636K
LWCFA
497
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$634K -$34.9K -217 -6%
GIA
498
Gateway Investment Advisers
Ohio
$623K +$9.34K +58 +2%
BHWM
499
Bar Harbor Wealth Management
New Hampshire
$622K -$11.3K -70 -2%
NSAM
500
North Star Asset Management
Wisconsin
$621K

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.