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630 hedge funds and large institutions have $13.3B invested in Dover in 2013 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 197 increasing their positions, 247 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 24

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

13% more capital invested

Capital invested by funds: $11.8B → $13.3B (+$1.5B)

10% more funds holding

Funds holding: 573630 (+57)

3.74% less ownership

Funds ownership: 133.73%129.99% (-3.7%)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 247

57% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $78.2M

Holders
630
Holders Change
+57
Holders Change %
+9.95%
% of All Funds
20.43%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.81%
New
86
Increased
197
Reduced
247
Closed
24
Calls
$33.5M
Puts
$78.2M
Net Calls
-$44.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$821M +$17.8M +308,147 +2%
State Street
2
State Street
Massachusetts
$791M -$22M -382,497 -3%
Harris Associates
3
Harris Associates
Illinois
$745M -$22.5M -391,016 -3%
Franklin Resources
4
Franklin Resources
California
$572M -$9.75M -169,206 -2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$495M -$45.4M -787,227 -9%
Boston Partners
6
Boston Partners
Massachusetts
$448M +$35M +606,421 +9%
BIT
7
BlackRock Institutional Trust
California
$399M -$5.31M -92,212 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$349M -$66M -1,144,595 -17%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$344M +$4.87M +84,562 +2%
GE
10
General Electric
Ohio
$277M -$32.9M -570,749 -11%
JHIU
11
Janus Henderson Investors US
Colorado
$274M +$27.8M +481,738 +12%
Ameriprise
12
Ameriprise
Minnesota
$239M +$14.2M +246,655 +7%
Northern Trust
13
Northern Trust
Illinois
$237M -$7.31M -126,816 -3%
Bank of America
14
Bank of America
North Carolina
$237M -$3.09M -53,546 -1%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$231M -$177M -3,072,368 -45%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$219M -$3.48M -60,423 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$189M +$13.3M +230,996 +8%
BFA
18
BlackRock Fund Advisors
California
$184M +$4.08M +70,862 +2%
Calamos Advisors
19
Calamos Advisors
Illinois
$162M -$7.48M -129,786 -5%
CM
20
CS McKee
Pennsylvania
$141M -$7.18M -124,528 -5%
WJA
21
Williams Jones & Associates
New York
$135M -$4.98M -86,382 -4%
BMO
22
Beck Mack & Oliver
New York
$128M -$6.89M -119,586 -5%
Norges Bank
23
Norges Bank
Norway
$116M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$110M +$6.29M +109,218 +6%
Deutsche Bank
25
Deutsche Bank
Germany
$109M -$4.01M -69,639 -4%

DOV Hedge Fund Activity: Q3 2013 in Review

630 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q3 2013, worth a combined $13.3B — up 13% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new DOV positions and 24 closed out — a net gain of 62 holders — while 197 added to existing stakes and 247 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $87.3M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $177M.

  • 630 institutional investors held Dover (DOV) as of Q3 2013, up from 573 in Q2 2013.
  • Funds reported $13.3B of Dover stock for Q3 2013, up 13% quarter-over-quarter.
  • 86 funds opened new Dover positions in Q3 2013 and 24 closed out, a net change of +62 holders.
  • The largest Dover buyer in Q3 2013 was Systematic Financial Management, an estimated $87.3M added.
  • The largest Dover seller in Q3 2013 was Cramer Rosenthal McGlynn, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.