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867 hedge funds and large institutions have $18.7B invested in Dover in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 254 increasing their positions, 326 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

4% more funds holding

Funds holding: 835867 (+32)

2% more capital invested

Capital invested by funds: $18.4B → $18.7B (+$286M)

1.33% less ownership

Funds ownership: 85.11%83.78% (-1.3%)

22% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 326

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

48% less call options, than puts

Call options by funds: $36.8M | Put options by funds: $71M

Holders
867
Holders Change
+32
Holders Change %
+3.83%
% of All Funds
15.18%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
93
Increased
254
Reduced
326
Closed
48
Calls
$36.8M
Puts
$71M
Net Calls
-$34.2M
Net Calls Change
-$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
801
North Star Investment Management
Illinois
$18K
RG
802
Retirement Group
California
$18K
DAM
803
Delta Asset Management
Tennessee
$17K -$58K -350 -76%
PFBT
804
Parkside Financial Bank & Trust
Missouri
$17K -$2.32K -14 -11%
DOA
805
D'Orazio & Associates
Virginia
$17K +$17.7K +107 New
SWA
806
Sutton Wealth Advisors
Florida
$16.3K
COCM
807
Charter Oak Capital Management
New Hampshire
$16K
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K
LS
809
Leelyn Smith
Illinois
$16K
ONST
810
Old North State Trust
North Carolina
$16K
POIA
811
Pin Oak Investment Advisors
Texas
$16K
AAP
812
Arax Advisory Partners
Colorado
$16K +$17.1K +103 New
DAC
813
Dividend Assets Capital
South Carolina
$15K
BWP
814
Baldwin Wealth Partners
Massachusetts
$14K
SCA
815
Stonebridge Capital Advisors
Minnesota
$13K -$22K -133 -62%
JFA
816
JNBA Financial Advisors
Minnesota
$13K
Nisa Investment Advisors
817
Nisa Investment Advisors
Missouri
$11.7K -$99.4K -600 -0.8%
EW
818
Evoke Wealth
California
$11K
HFA
819
HC Financial Advisors
California
$11K
KFI
820
Key Financial Inc
Pennsylvania
$11K
LWA
821
Lenox Wealth Advisors
New York
$10K
WAS
822
Winch Advisory Services
Wisconsin
$10K +$166 +1 +2%
TFS
823
TrustCore Financial Services
Tennessee
$10K +$2.15K +13 +25%
GRP
824
Global Retirement Partners
California
$10K +$5.3K +32 +103%
SWA
825
SOA Wealth Advisors
New York
$10K +$8.12K +49 +288%

DOV Hedge Fund Activity: Q3 2021 in Review

867 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q3 2021, worth a combined $18.7B — up 1.6% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DOV positions and 48 closed out — a net gain of 45 holders — while 254 added to existing stakes and 326 trimmed.

The largest buyer was Macquarie Group, adding an estimated $381M. The largest seller was Citadel Advisors, cutting an estimated $162M.

  • 867 institutional investors held Dover (DOV) as of Q3 2021, up from 835 in Q2 2021.
  • Funds reported $18.7B of Dover stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 93 funds opened new Dover positions in Q3 2021 and 48 closed out, a net change of +45 holders.
  • The largest Dover buyer in Q3 2021 was Macquarie Group, an estimated $381M added.
  • The largest Dover seller in Q3 2021 was Citadel Advisors, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2021.