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628 hedge funds and large institutions have $12.2B invested in Dover in 2017 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 197 increasing their positions, 230 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.29B)

4% more funds holding

Funds holding: 601628 (+27)

1.99% less ownership

Funds ownership: 108.08%106.09% (-2%)

14% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 230

31% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $46M

Holders
628
Holders Change
+27
Holders Change %
+4.49%
% of All Funds
15.66%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
73
Increased
197
Reduced
230
Closed
39
Calls
$31.9M
Puts
$46M
Net Calls
-$14.1M
Net Calls Change
+$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B +$13.5M +194,204 +0.9%
BlackRock
2
BlackRock
New York
$903M -$37.2M -534,861 -4%
State Street
3
State Street
Massachusetts
$782M -$32.9M -473,969 -4%
Bank of America
4
Bank of America
North Carolina
$556M +$34.7M +499,245 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$532M +$72.9M +1,049,945 +17%
Franklin Resources
6
Franklin Resources
California
$531M -$3.87M -55,711 -0.8%
Pzena Investment Management
7
Pzena Investment Management
New York
$513M +$1.25M +17,956 +0.3%
Harris Associates
8
Harris Associates
Illinois
$449M -$73.4M -1,055,911 -15%
Wells Fargo
9
Wells Fargo
California
$293M +$6.31M +90,838 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$263M -$6.51M -93,674 -3%
Northern Trust
11
Northern Trust
Illinois
$188M +$8.8M +126,710 +5%
Goldman Sachs
12
Goldman Sachs
New York
$177M +$21.9M +315,910 +15%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$167M -$2.28M -32,850 -1%
WCM
14
Wedge Capital Management
North Carolina
$161M -$3M -43,140 -2%
Norges Bank
15
Norges Bank
Norway
$159M -$10.5M -151,036 -7%
TP
16
Third Point
New York
$151M +$142M +2,042,700 New
Bessemer Group
17
Bessemer Group
New Jersey
$151M +$4.37M +62,903 +3%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$149M -$14.5M -207,984 -9%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$144M +$4.02M +57,857 +3%
AllianceBernstein
20
AllianceBernstein
Tennessee
$138M +$4.37M +62,959 +3%
Millennium Management
21
Millennium Management
New York
$127M +$84.8M +1,219,898 +245%
Barclays
22
Barclays
United Kingdom
$127M +$112M +1,616,022 +1,600%
TCIM
23
TIAA CREF Investment Management
New York
$117M -$33.6M -484,202 -23%
WJA
24
Williams Jones & Associates
New York
$113M -$3.82M -54,920 -3%
PI
25
Putnam Investments
Massachusetts
$102M +$14.4M +207,311 +18%

DOV Hedge Fund Activity: Q3 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q3 2017, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new DOV positions and 39 closed out — a net gain of 34 holders — while 197 added to existing stakes and 230 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $142M. The largest seller was Adage Capital Partners, cutting an estimated $133M.

  • 628 institutional investors held Dover (DOV) as of Q3 2017, up from 601 in Q2 2017.
  • Funds reported $12.2B of Dover stock for Q3 2017, up 12% quarter-over-quarter.
  • 73 funds opened new Dover positions in Q3 2017 and 39 closed out, a net change of +34 holders.
  • The largest Dover buyer in Q3 2017 was Third Point, an estimated $142M added.
  • The largest Dover seller in Q3 2017 was Adage Capital Partners, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2017.