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Dover
DOV

918 hedge funds and large institutions have $21.1B invested in Dover in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 276 increasing their positions, 340 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $187M | Put options by funds: $97.8M

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

14% more capital invested

Capital invested by funds: $18.5B → $21.1B (+$2.59B)

4% more funds holding

Funds holding: 886 → 918 (+32)

0.67% more ownership

Funds ownership: 86.24% → 86.91% (+0.67%)

19% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 340

Holders
918
Holders Change
+32
Holders Change %
+3.61%
% of All Funds
13.22%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
98
Increased
276
Reduced
340
Closed
59
Calls
$187M
Puts
$97.8M
Net Calls
+$89.5M
Net Calls Change
+$54.7M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$257M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$144M
3
Franklin Resources
Franklin Resources
California
+$96.2M
4
Norges Bank
Norges Bank
Norway
+$56.4M
5
Bank of America
Bank of America
North Carolina
+$45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$368M
2
JP Morgan Chase
JP Morgan Chase
New York
-$202M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$107M
4
Boston Partners
Boston Partners
Massachusetts
-$81.4M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
901
Northwest Capital Management
Oregon
$1.77K – – –
AAP
902
Arax Advisory Partners
Colorado
$1.59K +$1.45K +9 New
LSA
903
Leonteq Securities AG
Switzerland
$1.59K +$1.45K +9 New
PWA
904
Provenance Wealth Advisors
Florida
$1.42K – – –
ECM
905
Everence Capital Management
Indiana
$1.36K – – –
PWMG
906
Private Wealth Management Group
New Jersey
$1.24K – – –
TWD
907
True Wealth Design
Ohio
$1.24K +$483 +3 +75%
VWA
908
Valued Wealth Advisors
Utah
$1.07K – – –
CWC
909
Carolinas Wealth Consulting
North Carolina
$1.06K +$322 +2 +50%
MFA
910
McClarren Financial Advisors
Pennsylvania
$1K +$161 +1 +33%
CA
911
Continuum Advisory
Idaho
$925 +$805 +5 New
HWP
912
Highline Wealth Partners
California
$886 – – –
TCM
913
TD Capital Management
Tennessee
$886 +$805 +5 New
NIG
914
NFJ Investment Group
Texas
$709 – – –
TWP
915
TFO Wealth Partners
Ohio
$354 – – –
WPA
916
West Paces Advisors
Georgia
$354 – – –
SWA
917
SOA Wealth Advisors
New York
$184 – – –
AGWCA
918
Annis Gardner Whiting Capital Advisors
Florida
$178 +$161 +1 New
DWM
919
Dogwood Wealth Management
Kansas
$3 – – –
Voloridge Investment Management
920
Voloridge Investment Management
Florida
– -$23.2M -151,101 Closed
PA
921
Pantechnicon Advisors
United Kingdom
– -$8M -52,000 Closed
JFG
922
Jefferies Financial Group
New York
– -$5.45M -35,418 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
923
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.75M -30,906 Closed
BFA
924
Brendel Financial Advisors
New Hampshire
– -$3.96M -25,774 Closed
FC
925
FORA Capital
Florida
– -$2.46M -16,008 Closed
35 36
37
38 39

DOV Hedge Fund Activity: Q1 2024 in Review

918 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q1 2024, worth a combined $21.1B — up 14% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new DOV positions and 59 closed out — a net gain of 39 holders — while 276 added to existing stakes and 340 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $368M.

  • 918 institutional investors held Dover (DOV) as of Q1 2024, up from 886 in Q4 2023.
  • Funds reported $21.1B of Dover stock for Q1 2024, up 14% quarter-over-quarter.
  • 98 funds opened new Dover positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest Dover buyer in Q1 2024 was T. Rowe Price Associates, an estimated $257M added.
  • The largest Dover seller in Q1 2024 was Morgan Stanley, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2024.