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866 hedge funds and large institutions have $16.1B invested in Dover in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 56

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more capital invested

Capital invested by funds: $14.2B → $16.1B (+$1.85B)

6% more funds holding

Funds holding: 814866 (+52)

3% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 280

1.26% less ownership

Funds ownership: 86.88%85.62% (-1.3%)

37% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $43.4M

Holders
866
Holders Change
+52
Holders Change %
+6.39%
% of All Funds
13.92%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
130
Increased
273
Reduced
280
Closed
56
Calls
$27.2M
Puts
$43.4M
Net Calls
-$16.2M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
651
Carson Wealth (CWM LLC)
Nebraska
$209K -$1.2K -9 -0.6%
RCM
652
Raleigh Capital Management
North Carolina
$207K -$9.43K -71 -4%
APG
653
Abacus Planning Group
South Carolina
$206K +$202K +1,523 New
AWA
654
Arkadios Wealth Advisors
Georgia
$205K +$201K +1,516 New
OIA
655
OneDigital Investment Advisors
Kansas
$203K +$200K +1,502 New
BFPW
656
BOK Financial Private Wealth
Colorado
$203K
BL
657
Balentine LLC
Georgia
$203K +$199K +1,500 New
B
658
Bailard
California
$201K +$197K +1,486 New
BTI
659
Blue Trust Inc
Georgia
$199K +$134K +1,008 +144%
P8IP
660
Pier 88 Investment Partners
California
$196K
CT
661
Cambridge Trust
Massachusetts
$194K +$5.58K +42 +3%
PMFA
662
Plante Moran Financial Advisors
Michigan
$189K -$21.4K -161 -10%
TFP
663
Tilia Fiduciary Partners
North Carolina
$185K +$77.4K +583 +75%
HBT
664
Hills Bank & Trust
Iowa
$183K
Dimensional Fund Advisors
665
Dimensional Fund Advisors
Texas
$177K +$715K +5,386 +0.4%
MAM
666
Meeder Asset Management
Ohio
$172K -$199K -1,495 -54%
ASN
667
Advisory Services Network
Georgia
$171K +$168K +1,264 New
APW
668
Acima Private Wealth
Virginia
$169K
HB
669
Horizon Bancorp
Indiana
$168K +$165K +1,240 New
AP
670
Arlington Partners
Alabama
$168K
SWM
671
Spire Wealth Management
Virginia
$164K +$4.25K +32 +3%
APP
672
Alpha Paradigm Partners
Illinois
$164K +$161K +1,212 New
S
673
Seeyond
France
$163K -$531 -4 -0.3%
AF
674
Advisornet Financial
Minnesota
$161K +$4.78K +36 +3%
BAM
675
Belpointe Asset Management
Nevada
$159K +$156K +1,177 New