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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
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$5.08M +$3.4M +65,842 +229%
LA
277
Lynch & Associates
Indiana
$5.06M +$348K +6,728 +8%
Luther King Capital Management (LKCM)
278
Luther King Capital Management (LKCM)
Texas
$5.05M -$1.24M -23,905 -21%
SW
279
SteelPeak Wealth
California
$5.05M +$4.77M +92,361 New
1IA
280
1834 Investment Advisors
Wisconsin
$5.05M -$1.47M -28,469 -24%
Jacobs Levy Equity Management
281
Jacobs Levy Equity Management
New Jersey
$5.04M +$4.75M +92,031 New
BHWM
282
Bar Harbor Wealth Management
New Hampshire
$4.98M -$175K -3,389 -4%
Lazard Asset Management
283
Lazard Asset Management
New York
$4.94M +$257K +4,971 +6%
BL
284
BFSG LLC
California
$4.89M +$31.2K +603 +0.7%
CCT
285
Country Club Trust
Missouri
$4.74M +$1.14K +22 +0%
SGK
286
Steigerwald Gordon & Koch
Virginia
$4.64M +$63.3K +1,226 +1%
CS
287
Candriam SCA
Luxembourg
$4.47M -$163K -3,150 -4%
KWILP
288
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.41M +$4.17M +80,654 New
IIM
289
Intact Investment Management
Quebec, Canada
$4.39M +$214K +4,133 +5%
ECG
290
Edge Capital Group
Georgia
$4.38M +$3.78M +73,183 +1,058%
TA
291
Tiedemann Advisors
New York
$4.36M -$206K -3,984 -5%
AG
292
Advisor Group
Arizona
$4.29M -$382K -7,386 -9%
Capstone Investment Advisors
293
Capstone Investment Advisors
New York
$4.26M +$1.23M +23,823 +44%
II
294
IFM Investors
Australia
$4.24M -$216K -4,183 -5%
CBT
295
Capital Bank & Trust
California
$4.21M +$93.4K +1,808 +2%
CA
296
Commerzbank Aktiengesellschaft
Germany
$4.2M -$380K -7,346 -9%
HC
297
Hourglass Capital
Texas
$4.19M +$207K +3,998 +6%
B
298
BP
United Kingdom
$4.16M
SAM
299
Securian Asset Management
Minnesota
$4.12M -$32.4K -628 -0.8%
TRSOTSOK
300
Teachers Retirement System of the State of Kentucky
Kentucky
$4.12M

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.