We are live on ! Find out more

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
PCS
651
Personal CFO Solutions
New Jersey
$301K +$2.9K +18 +1%
WSTAM
652
Wilbanks Smith & Thomas Asset Management
Virginia
$301K
WT
653
Washington Trust
Rhode Island
$296K +$161 +1 +0.1%
SPC
654
Spirepoint Private Client
Florida
$293K +$267K +1,656 New
CCG
655
Catalina Capital Group
California
$293K +$266K +1,653 New
AWA
656
Arkadios Wealth Advisors
Georgia
$292K +$21.7K +135 +9%
SIA
657
Schechter Investment Advisors
Michigan
$289K -$53.5K -332 -17%
PCM
658
Parsons Capital Management
Rhode Island
$289K
CCA
659
Checchi Capital Advisers
California
$281K +$2.25K +14 +0.9%
LWM
660
Lakeridge Wealth Management
Ohio
$279K +$161 +1 +0.1%
AC
661
Aristides Capital
Kentucky
$277K +$252K +1,563 New
SC
662
Savant Capital
Illinois
$276K +$251K +1,557 New
CFS
663
Cannon Financial Strategists
Georgia
$275K -$7.08K -44 -3%
BTI
664
Blue Trust Inc
Georgia
$272K +$65.7K +408 +36%
WIA
665
World Investment Advisors
California
$268K -$32.2K -200 -12%
BFPW
666
BOK Financial Private Wealth
Colorado
$266K
SC
667
Searle & Co
Connecticut
$266K
NFC
668
Northeast Financial Consultants
Connecticut
$266K +$242K +1,500 New
HCM
669
Hengehold Capital Management
Ohio
$265K -$78.7K -489 -25%
SOW
670
State of Wyoming
Wyoming
$264K +$61K +379 +34%
IIM
671
Ipswich Investment Management
Massachusetts
$264K +$239K +1,487 New
T. Rowe Price Investment Management
672
T. Rowe Price Investment Management
Maryland
$263K +$125K +775 +109%
OFG
673
Oxford Financial Group
Indiana
$263K
SWS
674
SYSTM Wealth Solutions
Illinois
$262K +$8.54K +53 +4%
TA
675
Tectonic Advisors
Texas
$262K +$238K +1,478 New

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.