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723 hedge funds and large institutions have $11.7B invested in Dover in 2019 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $63.2M | Put options by funds: $21.5M

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

32% more capital invested

Capital invested by funds: $8.86B → $11.7B (+$2.84B)

5% more funds holding

Funds holding: 689723 (+34)

7% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 229

0.1% more ownership

Funds ownership: 85.82%85.92% (+0.1%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
723
Holders Change
+34
Holders Change %
+4.93%
% of All Funds
15.65%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
109
Increased
244
Reduced
229
Closed
66
Calls
$63.2M
Puts
$21.5M
Net Calls
+$41.7M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFH
676
NEXT Financial Holdings
Texas
$9K +$8.64K +100 New
AC
677
Avestar Capital
New York
$8K -$1.21K -14 -13%
BWP
678
Baldwin Wealth Partners
Massachusetts
$8K
AIA
679
Alera Investment Advisors
Illinois
$8K +$2.16K +25 +40%
NIM
680
NuWave Investment Management
New Jersey
$8K +$5.53K +64 +291%
RA
681
Rational Advisors
New York
$8K +$5.53K +64 +291%
PFO
682
Pathstone Family Office
New Jersey
$8K +$6.22K +72 New
PFBT
683
Parkside Financial Bank & Trust
Missouri
$7K -$864 -10 -11%
EFSCE
684
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
KTC
685
Kistler-Tiffany Companies
Pennsylvania
$7K
PWM
686
PRW Wealth Management
Massachusetts
$7K
IP
687
Intellectus Partners
California
$7K +$6.14K +71 New
JIR
688
James Investment Research
Ohio
$7K +$6.66K +77 New
GI
689
Gradient Investments
Minnesota
$6K -$6.31K -73 -54%
SFSIG
690
San Francisco Sentry Investment Group
California
$6K -$432 -5 -7%
CB
691
Community Bank
New York
$6K
WAS
692
Winch Advisory Services
Wisconsin
$6K
TFS
693
TrustCore Financial Services
Tennessee
$6K +$5.19K +60 New
CBT
694
Capital Bank & Trust
California
$6K +$5.45K +63 New
SWA
695
Sutton Wealth Advisors
Florida
$5.91K
BCA
696
Berman Capital Advisors
Georgia
$5K
CWA
697
Clarus Wealth Advisors
Arizona
$5K
FCA
698
FinTrust Capital Advisors
South Carolina
$5K
SMFS
699
Squar Milner Financial Services
California
$5K
GWS
700
Glassman Wealth Services
Virginia
$5K +$259 +3 +6%

DOV Hedge Fund Activity: Q1 2019 in Review

723 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q1 2019, worth a combined $11.7B — up 32% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new DOV positions and 66 closed out — a net gain of 43 holders — while 244 added to existing stakes and 229 trimmed.

The largest buyer was Boston Partners, adding an estimated $149M. The largest seller was Pzena Investment Management, cutting an estimated $206M.

  • 723 institutional investors held Dover (DOV) as of Q1 2019, up from 689 in Q4 2018.
  • Funds reported $11.7B of Dover stock for Q1 2019, up 32% quarter-over-quarter.
  • 109 funds opened new Dover positions in Q1 2019 and 66 closed out, a net change of +43 holders.
  • The largest Dover buyer in Q1 2019 was Boston Partners, an estimated $149M added.
  • The largest Dover seller in Q1 2019 was Pzena Investment Management, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2019.