835 hedge funds and large institutions have $16.6B invested in Dover in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 274 increasing their positions, 311 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-60
Holders Change %
-6.7%
% of All Funds
13.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
274
Reduced
311
Closed
97
Calls
$27.7M
Puts
$17.6M
Net Calls
+$10.1M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CCFCSB
576
Cape Cod Five Cents Savings Bank
Massachusetts
$292K +$292K +2,094 New
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$291K +$36.8K +264 +14%
GC
578
Guidance Capital
Kentucky
$289K
CPA
579
Cardiff Park Advisors
California
$288K +$288K +2,065 New
CG
580
Colony Group
Massachusetts
$287K
SCG
581
Sonata Capital Group
Washington
$287K
AIM
582
Avity Investment Management
Connecticut
$285K -$41.9K -300 -13%
RBC
583
Romano Brothers & Co
Illinois
$284K +$24.4K +175 +9%
KWM
584
Kingsview Wealth Management
Oregon
$283K -$4.88K -35 -2%
IWM
585
IHT Wealth Management
Illinois
$283K +$28K +201 +11%
FTDI
586
First Trust Direct Indexing
Massachusetts
$280K +$21.8K +156 +8%
PTC
587
Private Trust Company
Ohio
$280K -$140 -1 -0%
FMAEN1
588
Fund Management at Engine No 1
California
$279K +$25.1K +180 +10%
PWP
589
Principle Wealth Partners
Connecticut
$279K
HCM
590
Hengehold Capital Management
Ohio
$277K
HWA
591
Heritage Wealth Advisors
Virginia
$276K
SPC
592
Stewart & Patten Company
California
$272K
RIG
593
Renaissance Investment Group
Massachusetts
$272K
HI
594
Horizon Investments
North Carolina
$272K +$3.91K +28 +1%
VVP
595
Venture Visionary Partners
Ohio
$265K
CWM
596
Compass Wealth Management
Connecticut
$265K
Los Angeles Capital Management
597
Los Angeles Capital Management
California
$264K -$30.7K -220 -10%
SCA
598
Snowden Capital Advisors
New York
$262K -$61.8K -443 -19%
Empower Advisory Group
599
Empower Advisory Group
Colorado
$261K +$558 +4 +0.2%
CG
600
Caprock Group
Idaho
$260K -$125K -899 -33%