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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
WCA
601
Westover Capital Advisors
Delaware
$366K +$333K +2,067 New
TSWM
602
Triangle Securities Wealth Management
North Carolina
$366K -$4.03K -25 -1%
SCG
603
Sonata Capital Group
Washington
$364K
RBC
604
Romano Brothers & Co
Illinois
$360K
BWP
605
Barlow Wealth Partners
Kentucky
$360K
CAMG
606
CWA Asset Management Group
Florida
$357K +$44.3K +275 +16%
KWA
607
Kingswood Wealth Advisors
California
$356K
PTC
608
Private Trust Company
Ohio
$356K
FFM
609
Forum Financial Management
Illinois
$353K +$3.87K +24 +1%
HWA
610
Heritage Wealth Advisors
Virginia
$351K
Empower Advisory Group
611
Empower Advisory Group
Colorado
$350K +$17.1K +106 +6%
CFG
612
Citizens Financial Group
Rhode Island
$348K +$317K +1,967 New
SFA
613
Sequoia Financial Advisors
Ohio
$348K -$96.1K -597 -23%
SWM
614
Spire Wealth Management
Virginia
$348K -$6.03M -37,466 -95%
HI
615
Horizon Investments
North Carolina
$347K -$1.77K -11 -0.6%
KWM
616
Kingsview Wealth Management
Oregon
$346K +$3.38K +21 +1%
RIG
617
Renaissance Investment Group
Massachusetts
$346K
SPC
618
Stewart & Patten Company
California
$346K
SI
619
Stephens Inc
Arkansas
$345K +$14.3K +89 +5%
TPCW
620
TD Private Client Wealth
New York
$345K -$158K -979 -33%
TC
621
TownSquare Capital
Utah
$340K -$12.7K -79 -4%
SCA
622
Snowden Capital Advisors
New York
$339K -$3.38K -21 -1%
TPI
623
Trust Point Inc
Wisconsin
$337K
DAS
624
Dynamic Advisor Solutions
Arizona
$336K -$5.31K -33 -2%
CWM
625
Compass Wealth Management
Connecticut
$336K

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.