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886 hedge funds and large institutions have $18.5B invested in Dover in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 236 increasing their positions, 335 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $14.5M

102% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 62

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

11% more capital invested

Capital invested by funds: $16.7B → $18.5B (+$1.89B)

6% more funds holding

Funds holding: 839886 (+47)

0.9% more ownership

Funds ownership: 85.35%86.24% (+0.9%)

30% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 335

Holders
886
Holders Change
+47
Holders Change %
+5.6%
% of All Funds
12.92%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
125
Increased
236
Reduced
335
Closed
62
Calls
$49.3M
Puts
$14.5M
Net Calls
+$34.8M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.54B -$6.07M -43,320 -0.3%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.22B -$71.6M -511,237 -3%
BlackRock
3
BlackRock
New York
$1.52B +$17.7M +126,121 +1%
State Street
4
State Street
Massachusetts
$1.01B -$2.53M -18,074 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$694M +$348M +2,482,869 +122%
Franklin Resources
6
Franklin Resources
California
$567M +$69M +492,577 +15%
Boston Partners
7
Boston Partners
Massachusetts
$545M -$17.5M -124,562 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$472M +$9.32M +66,528 +2%
Bank of America
9
Bank of America
North Carolina
$450M -$21.9M -156,463 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$364M -$3.38M -24,119 -1%
N
11
Nuveen
North Carolina
$348M -$21.9M -156,291 -6%
Wells Fargo
12
Wells Fargo
California
$347M -$7.98M -56,951 -2%
Macquarie Group
13
Macquarie Group
Australia
$317M -$85.4M -609,582 -23%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$294M +$67.4M +481,132 +34%
Northern Trust
15
Northern Trust
Illinois
$256M -$8.59M -61,312 -4%
Fisher Asset Management
16
Fisher Asset Management
Washington
$253M -$3.92M -27,947 -2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$220M +$19.6M +140,089 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$192M -$6.36M -45,403 -4%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$189M +$58.1M +414,481 +51%
ProShare Advisors
20
ProShare Advisors
Maryland
$186M +$883K +6,300 +0.5%
Corient Private Wealth
21
Corient Private Wealth
Florida
$177M +$22.1M +157,614 +16%
Norges Bank
22
Norges Bank
Norway
$175M +$1.93M +13,765 +1%
AllianceBernstein
23
AllianceBernstein
Tennessee
$170M -$13.3M -95,275 -8%
Pictet Asset Management
24
Pictet Asset Management
Switzerland
$169M +$9.61M +68,583 +7%
Invesco
25
Invesco
Georgia
$166M +$7.4M +52,790 +5%

DOV Hedge Fund Activity: Q4 2023 in Review

886 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q4 2023, worth a combined $18.5B — up 11% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new DOV positions and 62 closed out — a net gain of 63 holders — while 236 added to existing stakes and 335 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $348M. The largest seller was Macquarie Group, cutting an estimated $85.4M.

  • 886 institutional investors held Dover (DOV) as of Q4 2023, up from 839 in Q3 2023.
  • Funds reported $18.5B of Dover stock for Q4 2023, up 11% quarter-over-quarter.
  • 125 funds opened new Dover positions in Q4 2023 and 62 closed out, a net change of +63 holders.
  • The largest Dover buyer in Q4 2023 was Morgan Stanley, an estimated $348M added.
  • The largest Dover seller in Q4 2023 was Macquarie Group, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2023.