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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
251
Metropolitan Life Insurance Company (MetLife)
New York
$6.06M -$107K -2,073 -2%
Creative Planning
252
Creative Planning
Kansas
$6.02M -$184K -3,559 -3%
OCM
253
Olstein Capital Management
New York
$6.02M
SLAM
254
Swiss Life Asset Management
$5.98M +$2.47M +47,863 +78%
SCM
255
SKBA Capital Management
California
$5.96M -$1.45M -28,065 -21%
PA
256
Pinnacle Associates
New York
$5.94M -$24.9K -482 -0.4%
MIA
257
MainStreet Investment Advisors
Illinois
$5.93M +$389K +7,522 +7%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$5.84M +$109K +2,114 +2%
DADC
259
D.A. Davidson & Co
Montana
$5.84M +$287K +5,556 +5%
MSA
260
Mason Street Advisors
Wisconsin
$5.79M -$4.6K -89 -0.1%
SC
261
Saturna Capital
Washington
$5.63M
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$5.54M -$93.2K -1,804 -2%
GHAM
263
Gilman Hill Asset Management
Connecticut
$5.5M +$177K +3,420 +4%
SAM
264
Scopus Asset Management
New York
$5.47M -$12.9M -250,000 -71%
MOACM
265
Mutual of America Capital Management
New York
$5.47M +$20.2K +391 +0.4%
VFM
266
Viking Fund Management
North Dakota
$5.45M -$51.7K -1,000 -1%
HAI
267
Hennessy Advisors Inc
California
$5.38M +$2.34M +45,200 +85%
SC
268
Stralem & Co
New York
$5.36M -$206K -3,980 -4%
VRS
269
Virginia Retirement Systems
Virginia
$5.27M -$868K -16,800 -15%
HP
270
Hosking Partners
United Kingdom
$5.26M -$191K -3,699 -4%
Skandinaviska Enskilda Banken (SEB)
271
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.23M -$682K -13,200 -12%
SC
272
Scotia Capital
Ontario, Canada
$5.22M -$238K -4,598 -5%
SCM
273
Salem Capital Management
Massachusetts
$5.22M +$21.3K +413 +0.4%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$5.21M +$54.3K +1,051 +1%
ABTD
275
Arvest Bank Trust Division
Oklahoma
$5.2M -$99.6K -1,928 -2%

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.