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771 hedge funds and large institutions have $14.5B invested in Dover in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 230 increasing their positions, 256 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.78B)

9% more funds holding

Funds holding: 706771 (+65)

1.21% less ownership

Funds ownership: 87.81%86.59% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 256

55% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $74.6M

Holders
771
Holders Change
+65
Holders Change %
+9.21%
% of All Funds
15.19%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
121
Increased
230
Reduced
256
Closed
41
Calls
$33.8M
Puts
$74.6M
Net Calls
-$40.8M
Net Calls Change
-$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
MV Capital Management
Maryland
$10K
TFS
727
TrustCore Financial Services
Tennessee
$10K
NIM
728
NuWave Investment Management
New Jersey
$9K -$187K -1,749 -96%
GI
729
Gradient Investments
Minnesota
$9K
AS
730
Altshuler Shaham
Israel
$9K +$8.25K +77 New
LWM
731
Liberty Wealth Management
California
$9K +$8.57K +80 New
SIC
732
Samalin Investment Counsel
New York
$9K +$8.57K +80 New
HWM
733
HighMark Wealth Management
Minnesota
$9K +$9.1K +85 New
CCM
734
Cribstone Capital Management
Maine
$8K -$87.8K -820 -92%
EFSCE
735
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
GWS
736
Glassman Wealth Services
Virginia
$8K
KTC
737
Kistler-Tiffany Companies
Pennsylvania
$8K
SWA
738
Sutton Wealth Advisors
Florida
$7.26K
SFSIG
739
San Francisco Sentry Investment Group
California
$7K
WAS
740
Winch Advisory Services
Wisconsin
$7K +$107 +1 +2%
GRP
741
Global Retirement Partners
California
$6K -$964 -9 -16%
HR
742
Howe & Rusling
New York
$6K +$536 +5 +11%
RFM
743
Royal Fund Management
Florida
$6K +$3.96K +37 +195%
IA
744
IndexIQ Advisors
New York
$6K +$5.36K +50 New
CHA
745
Carmichael Hill & Associates
Maryland
$5K +$4.93K +46 New
PA
746
Procyon Advisors
Connecticut
$5K +$4.93K +46 New
HWA
747
Heritage Wealth Advisors
Virginia
$4.73K +$4.39K +41 New
GWMIA
748
Global Wealth Management Investment Advisory
Florida
$4K +$964 +9 +38%
EWA
749
Evolution Wealth Advisors
Florida
$3K -$8.68K -81 -76%
ADL
750
Asset Dedication LLC
California
$3K +$2.46K +23 New

DOV Hedge Fund Activity: Q4 2019 in Review

771 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q4 2019, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DOV positions and 41 closed out — a net gain of 80 holders — while 230 added to existing stakes and 256 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.4M. The largest seller was Bank of America, cutting an estimated $131M.

  • 771 institutional investors held Dover (DOV) as of Q4 2019, up from 706 in Q3 2019.
  • Funds reported $14.5B of Dover stock for Q4 2019, up 14% quarter-over-quarter.
  • 121 funds opened new Dover positions in Q4 2019 and 41 closed out, a net change of +80 holders.
  • The largest Dover buyer in Q4 2019 was Fidelity Investments, an estimated $77.4M added.
  • The largest Dover seller in Q4 2019 was Bank of America, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2019.