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654 hedge funds and large institutions have $13.2B invested in Dover in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 198 increasing their positions, 257 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $11.6M

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

10% more capital invested

Capital invested by funds: $11.9B → $13.2B (+$1.23B)

1.06% more ownership

Funds ownership: 106.36%107.42% (+1.1%)

0% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 49

0% less funds holding

Funds holding: 657654 (-3)

23% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 257

Holders
654
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
18.79%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.49%
New
49
Increased
198
Reduced
257
Closed
49
Calls
$27.5M
Puts
$11.6M
Net Calls
+$15.9M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
601
Joel Isaacson & Co
New York
$73K
PFO
602
Pathstone Family Office
New Jersey
$73K +$69.7K +998 New
JFGIW
603
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K
SAMC
604
Shinko Asset Management Company
Japan
$66K
OIA
605
Optimum Investment Advisors
Illinois
$66K +$54.1K +774 +624%
TF
606
Tompkins Financial
New York
$65K
TRCT
607
Tower Research Capital (TRC)
New York
$63K -$82.2K -1,176 -58%
FFC
608
First Financial Corp
Indiana
$63K
WTC
609
WhitTier Trust Company
Nevada
$61K
BOK
610
Bank of Kentucky
Kentucky
$52K
NCMG
611
NCM Capital Management Group
North Carolina
$50K -$4.33K -62 -8%
QAM
612
QCI Asset Management
New York
$45K -$13.4K -192 -24%
PSI
613
Pinnacle Summer Investments
Virginia
$45K +$25.9K +371 +150%
WA
614
WFG Advisors
Texas
$38K
TC
615
TradeLink Capital
Illinois
$36K +$34.6K +495 New
WA
616
Waverly Advisors
Alabama
$34K -$14.7K -210 -31%
MAM
617
Mizuho Asset Management
Japan
$32K
OC
618
Oakworth Capital
Alabama
$29K
NSIM
619
North Star Investment Management
Illinois
$28K +$70 +1 +0.3%
WAM
620
Wolverine Asset Management
Illinois
$27K -$69.3K -991 -73%
JFA
621
JNBA Financial Advisors
Minnesota
$25K
MA
622
MCF Advisors
Kentucky
$25K
TFA
623
Transamerica Financial Advisors
Florida
$25K
CFA
624
Carroll Financial Associates
North Carolina
$24K
TDC
625
Thompson Davis & Co
Virginia
$23K +$21.7K +310 New

DOV Hedge Fund Activity: Q2 2014 in Review

654 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q2 2014, worth a combined $13.2B — up 10% from $11.9B a quarter earlier.

Fund positioning in DOV was balanced in Q2 2014: 49 funds opened new positions, 49 closed out, 198 added to existing stakes and 257 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $239M. The largest seller was Williams Jones & Associates, cutting an estimated $134M.

  • 654 institutional investors held Dover (DOV) as of Q2 2014, down from 657 in Q1 2014.
  • Funds reported $13.2B of Dover stock for Q2 2014, up 10% quarter-over-quarter.
  • 49 funds opened new Dover positions in Q2 2014 and 49 closed out, a net change of 0 holders.
  • The largest Dover buyer in Q2 2014 was AllianceBernstein, an estimated $239M added.
  • The largest Dover seller in Q2 2014 was Williams Jones & Associates, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2014.