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901 hedge funds and large institutions have $18.8B invested in Dover in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 317 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% more ownership

Funds ownership: 84.54%86.91% (+2.4%)

3% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $42.9M

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 317

4% less funds holding

Funds holding: 942901 (-41)

15% less capital invested

Capital invested by funds: $22B → $18.8B (-$3.21B)

30% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 105

Holders
901
Holders Change
-41
Holders Change %
-4.35%
% of All Funds
14.21%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
74
Increased
312
Reduced
317
Closed
105
Calls
$44.1M
Puts
$42.9M
Net Calls
+$1.27M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
976
Modera Wealth Management
New Jersey
-$204K -1,123 Closed
BO
977
BRR OpCo
Ohio
-$203K -1,118 Closed
WAP
978
Wealthcare Advisory Partners
Pennsylvania
-$203K -1,116 Closed
DFCM
979
Dark Forest Capital Management
Puerto Rico
-$171K -939 Closed
CWS
980
Confluence Wealth Services
Pennsylvania
-$76K -420 Closed
IPW
981
IronBridge Private Wealth
Texas
-$70K -388 Closed
RWA
982
RGT Wealth Advisors
Texas
-$36K -200 Closed
FGAM
983
Financial Gravity Asset Management
Texas
-$32 -182 Closed
RIA
984
Richwood Investment Advisors
Ohio
-$31K -170 Closed
DAM
985
Delta Asset Management
Tennessee
-$20K -109 Closed
ONST
986
Old North State Trust
North Carolina
-$19K -107 Closed
RK
987
Rather & Kittrell
Tennessee
-$17K -94 Closed
DWA
988
Delos Wealth Advisors
Texas
-$15K -85 Closed
RPCONE
989
Retirement Planning Company of New England
Rhode Island
-$13K -74 Closed
Optiver Holding
990
Optiver Holding
Netherlands
-$9K -57 Closed
CSWM
991
Cassady Schiller Wealth Management
Ohio
-$10K -56 Closed
CA
992
Cornerstone Advisory
Maryland
-$10K -53 Closed
AIM
993
AHL Investment Management
Florida
-$9K -50 Closed
AWA
994
Amplius Wealth Advisors
Pennsylvania
-$7K -44 Closed
SFM
995
Signet Financial Management
New Jersey
-$7K -41 Closed
CA
996
CoreCap Advisors
Michigan
-$5K -26 Closed
EWM
997
Edge Wealth Management
New York
-$4K -23 Closed
HH
998
HWG Holdings
Texas
-$3K -17 Closed
CWA
999
Clearview Wealth Advisors
Oregon
-$3K -16 Closed
TSW
1000
Thompson Siegel & Walmsley
Virginia
-$1K -7 Closed

DOV Hedge Fund Activity: Q1 2022 in Review

901 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q1 2022, worth a combined $18.8B — down 15% from $22B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of DOV and 74 opened new positions — a net loss of 31 holders — while 317 trimmed existing stakes and 312 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $386M. The largest seller was AssetMark Inc, cutting an estimated $50.4M.

  • 901 institutional investors held Dover (DOV) as of Q1 2022, down from 942 in Q4 2021.
  • Funds reported $18.8B of Dover stock for Q1 2022, down 15% quarter-over-quarter.
  • 74 funds opened new Dover positions in Q1 2022 and 105 closed out, a net change of -31 holders.
  • The largest Dover buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $386M added.
  • The largest Dover seller in Q1 2022 was AssetMark Inc, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2022.