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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
Wealthfront Advisers
501
Wealthfront Advisers
California
$360K +$27.2K +254 +9%
CCIA
502
Campbell & Co Investment Adviser
Maryland
$359K +$107K +1,003 +48%
BFS
503
Bradley Foster & Sargent
Connecticut
$359K +$334K +3,116 New
NFG
504
Next Financial Group
Texas
$358K +$262K +2,449 +373%
CFG
505
Capstone Financial Group
Oklahoma
$356K +$331K +3,090 New
AIM
506
Anchor Investment Management
South Carolina
$356K
CFFP
507
Center for Financial Planning
Michigan
$355K +$329K +3,076 New
SSW
508
Smith Shellnut Wilson
Mississippi
$350K
TTWM
509
TCV Trust & Wealth Management
Virginia
$350K
OWA
510
One Wealth Advisors
California
$348K +$48.5K +453 +18%
WorldQuant Millennium Advisors
511
WorldQuant Millennium Advisors
New York
$346K -$50.3K -470 -14%
Verition Fund Management
512
Verition Fund Management
Connecticut
$345K +$320K +2,989 New
Lido Advisors
513
Lido Advisors
California
$345K +$320K +2,990 New
MIFH
514
Migdal Insurance & Financial Holdings
Israel
$344K -$60.5K -565 -16%
EGM
515
Engineers Gate Manager
New York
$343K +$319K +2,980 New
PP
516
Patten & Patten
Tennessee
$340K
CAN
517
Cetera Advisor Networks
California
$336K +$6.75K +63 +2%
SI
518
Stephens Inc
Arkansas
$336K +$90.6K +846 +41%
SC
519
SouthState Corp
Florida
$335K -$5.36K -50 -2%
DCM
520
Dupont Capital Management
Delaware
$334K +$80.5K +752 +35%
WI
521
WBI Investments
New Jersey
$334K +$310K +2,896 New
EP
522
Eudaimonia Partners
Tennessee
$333K +$309K +2,885 New
DC
523
Davenport & Co
Virginia
$331K +$1.5K +14 +0.5%
TAM
524
Tradition Asset Management
Virginia
$328K
PA
525
Profund Advisors
Maryland
$328K +$40.6K +379 +15%

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.