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Dover
DOV

839 hedge funds and large institutions have $16.7B invested in Dover in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 275 increasing their positions, 312 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $17.6M

0.21% more ownership

Funds ownership: 85.14% → 85.35% (+0.21%)

5% less capital invested

Capital invested by funds: $17.6B → $16.7B (-$921M)

7% less funds holding

Funds holding: 899 → 839 (-60)

12% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 312

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

51% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 97

Holders
839
Holders Change
-60
Holders Change %
-6.67%
% of All Funds
13.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
275
Reduced
312
Closed
97
Calls
$27.7M
Puts
$17.6M
Net Calls
+$10.1M
Net Calls Change
+$5.5M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$127M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$113M
3
CAM
Close Asset Management
United Kingdom
+$81.1M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$77.5M
5
State Street
State Street
Massachusetts
+$37.1M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$55.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$42.2M
3
Macquarie Group
Macquarie Group
Australia
-$35.5M
4
Millennium Management
Millennium Management
New York
-$34M
5
Prudential Financial
Prudential Financial
New Jersey
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
801
Tradewinds Capital Management
Washington
$4.74K – – –
NIC
802
Northwest Investment Counselors
Oregon
$4.18K – – –
TIM
803
Tortoise Investment Management
New York
$4.18K – – –
UFF
804
USA Financial Formulas
Michigan
$4.18K – – –
LWANC
805
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.91K – – –
BAAM
806
Baker Avenue Asset Management
California
$3.77K – – –
PWMG
807
Prestige Wealth Management Group
New Jersey
$3.77K – – –
AF
808
Advisornet Financial
Minnesota
$3.35K -$6.35K -44 -65%
BCPWM
809
Bradley & Co Private Wealth Management
Florida
$3.21K – – –
WIM
810
Westside Investment Management
California
$3.07K – – –
BWM
811
Baystate Wealth Management
Massachusetts
$3.06K – – –
TFGT
812
TS Financial Group (TSFG)
Illinois
$3K – – –
TSW
813
Thompson Siegel & Walmsley
Virginia
$3K +$2.89K +20 New
SIC
814
SJS Investment Consulting
Ohio
$2.93K +$289 +2 +11%
HCM
815
Hollencrest Capital Management
California
$2.79K – – –
AWM
816
Abound Wealth Management
Tennessee
$2.38K – – –
BWS
817
Buck Wealth Strategies
Colorado
$2.34K – – –
CAL
818
Capital Advisors Ltd
Ohio
$2K – – –
T
819
TOBAM
France
$2K +$2.02K +14 New
WWM
820
Wolff Wiese Magana
California
$1.95K – – –
VWM
821
Venturi Wealth Management
Texas
$1.68K +$1.16K +8 +200%
BWAM
822
Boyd Watterson Asset Management
Ohio
$1.67K – – –
EBA
823
Eagle Bay Advisors
New York
$1.67K – – –
CTA
824
Colonial Trust Advisors
South Carolina
$1.4K – – –
NCM
825
Northwest Capital Management
Oregon
$1.4K – – –
31 32
33
34 35

DOV Hedge Fund Activity: Q3 2023 in Review

839 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q3 2023, worth a combined $16.7B — down 5.2% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of DOV and 48 opened new positions — a net loss of 49 holders — while 312 trimmed existing stakes and 275 added.

The largest buyer was Adage Capital Partners, adding an estimated $127M. The largest seller was Select Equity Group, exiting entirely with an estimated $55.4M sold.

  • 839 institutional investors held Dover (DOV) as of Q3 2023, down from 899 in Q2 2023.
  • Funds reported $16.7B of Dover stock for Q3 2023, down 5.2% quarter-over-quarter.
  • 48 funds opened new Dover positions in Q3 2023 and 97 closed out, a net change of -49 holders.
  • The largest Dover buyer in Q3 2023 was Adage Capital Partners, an estimated $127M added.
  • The largest Dover seller in Q3 2023 was Select Equity Group, an estimated $55.4M sold.

Based on aggregated 13F filings for Q3 2023.