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814 hedge funds and large institutions have $14.2B invested in Dover in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $33.8M

3% more ownership

Funds ownership: 83.88%86.88% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 275

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less capital invested

Capital invested by funds: $14.6B → $14.2B (-$433M)

3% less funds holding

Funds holding: 843814 (-29)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

Holders
814
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
14.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
282
Reduced
275
Closed
71
Calls
$38.1M
Puts
$33.8M
Net Calls
+$4.32M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
751
Leelyn Smith
Illinois
$12K
SC
752
Siena Capital
Ohio
$12K
ONST
753
Old North State Trust
North Carolina
$12K +$12.8K +100 New
Bank of Montreal
754
Bank of Montreal
Ontario, Canada
$11.8K -$2.25M -17,621 -15%
WWP
755
WR Wealth Planners
Missouri
$11.7K
HCP
756
Hexagon Capital Partners
Arkansas
$11K -$108K -846 -90%
BWP
757
Baldwin Wealth Partners
Massachusetts
$11K
SCA
758
Stonebridge Capital Advisors
Minnesota
$11K +$1.4K +11 +13%
DAC
759
Dividend Assets Capital
South Carolina
$10K -$2.04K -16 -16%
JFA
760
JNBA Financial Advisors
Minnesota
$10K
BIA
761
Bell Investment Advisors
California
$10K +$4.85K +38 +75%
JWA
762
JFS Wealth Advisors
Pennsylvania
$9K +$8.04K +63 +573%
TF
763
TimeScale Financial
Massachusetts
$9K +$10.2K +80 New
KFI
764
Key Financial Inc
Pennsylvania
$8K
WAS
765
Winch Advisory Services
Wisconsin
$8K +$128 +1 +2%
VNA
766
Valley National Advisers
Pennsylvania
$8K +$1.4K +11 +19%
CWC
767
Carolinas Wealth Consulting
North Carolina
$7K +$2.55K +20 +51%
SSB
768
Sandy Spring Bank
Maryland
$6K
SFA
769
Semmax Financial Advisors
North Carolina
$6K
SCA
770
Stuart Chaussee & Associates
California
$6K
SC
771
Schubert & Co
Texas
$6K +$3.19K +25 +104%
FMP
772
Financial Management Professionals
Texas
$6K +$4.59K +36 +240%
JWM
773
Janiczek Wealth Management
Colorado
$6K +$4.72K +37 +285%
FRA
774
Front Row Advisors
California
$5K
HWM
775
HighMark Wealth Management
Minnesota
$5K