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1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$5.21M -$149K -2,776 -3%
CA
277
Cetera Advisors
Colorado
$5.21M +$1.04M +19,284 +24%
DC
278
Davenport & Co
Virginia
$5.19M -$246K -4,582 -4%
IF
279
Insight Folios
North Carolina
$5.17M -$539K -10,046 -9%
EAM
280
Erste Asset Management
Austria
$5.13M -$805K -15,000 -13%
TNA
281
True North Advisors
Texas
$5.13M -$1.68M -31,293 -24%
B
282
Barings
North Carolina
$5.08M
MOACM
283
Mutual of America Capital Management
New York
$5.07M -$180K -3,348 -3%
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$5.04M -$252K -4,695 -5%
CW
285
Connectus Wealth
Ohio
$5.02M +$3.26M +60,750 +166%
Cerity Partners
286
Cerity Partners
New York
$5.01M -$3.21M -59,864 -38%
BAAM
287
Baker Avenue Asset Management
California
$4.96M +$4.74M +88,240 +1,100%
CAN
288
Cetera Advisor Networks
California
$4.96M +$148K +2,754 +3%
NAM
289
Nissay Asset Management
Japan
$4.92M +$142K +2,645 +3%
BL
290
BCWM LLC
Kansas
$4.89M -$45.4K -846 -0.9%
NAM
291
NorthCrest Asset Manangement
Minnesota
$4.89M -$16.3K -304 -0.3%
CGH
292
Crossmark Global Holdings
Texas
$4.87M -$2.56M -47,720 -33%
SCA
293
Sage Capital Advisors
South Dakota
$4.82M +$47K +875 +0.9%
PCA
294
Providence Capital Advisors
North Carolina
$4.81M +$451K +8,400 +10%
PSP
295
Principal Street Partners
Tennessee
$4.74M -$84.7K -1,577 -2%
ANTB
296
AMG National Trust Bank
Colorado
$4.71M +$169K +3,146 +4%
Verition Fund Management
297
Verition Fund Management
Connecticut
$4.67M +$3.54M +65,882 +266%
SC
298
Stolper & Co
Oklahoma
$4.65M +$14.2K +265 +0.3%
Macquarie Group
299
Macquarie Group
Australia
$4.63M +$284K +5,298 +6%
AWS
300
Atria Wealth Solutions
New York
$4.61M +$35.1K +654 +0.7%

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.