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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Meridian Wealth Management
Kentucky
$5.13M +$245K +4,433 +5%
SFI
302
Susquehanna Fundamental Investments
Pennsylvania
$5.11M +$4.88M +88,230 New
CGH
303
Crossmark Global Holdings
Texas
$5.11M -$449K -8,124 -8%
BL
304
BCWM LLC
Kansas
$5.06M -$431K -7,802 -8%
BCFS
305
Butensky & Cohen Financial Security
Florida
$5.04M +$21.8K +395 +0.5%
CA
306
Cetera Advisors
Colorado
$5.03M -$473K -8,561 -9%
PWP
307
Principle Wealth Partners
Connecticut
$5M +$23.5K +425 +0.5%
IAN
308
Integrated Advisors Network
Texas
$4.98M +$674K +12,196 +17%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$4.95M -$751K -13,597 -14%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$4.95M +$884K +16,003 +23%
PKC
311
Palmer Knight Company
Florida
$4.92M +$204K +3,689 +5%
EA
312
Ellsworth Advisors
Ohio
$4.91M +$4.71M +85,159 New
AUB
313
Atlantic Union Bankshares
Virginia
$4.9M +$161K +2,916 +4%
AF
314
Alerus Financial
North Dakota
$4.86M -$1.54M -27,839 -25%
BCIM
315
British Columbia Investment Management
British Columbia, Canada
$4.85M +$156K +2,817 +3%
CCM
316
Canal Capital Management
Virginia
$4.77M +$1.03M +18,631 +29%
DILIC
317
Dai-ichi Life Insurance Company
Japan
$4.72M
FLPIM
318
F.L. Putnam Investment Management
Massachusetts
$4.7M +$844K +15,270 +23%
OCM
319
Oakview Capital Management
Texas
$4.68M -$7.3M -132,028 -62%
CB
320
Commerce Bank
Missouri
$4.64M -$10.2M -183,880 -70%
HWAM
321
Hennion & Walsh Asset Management
New Jersey
$4.63M +$208K +3,758 +5%
TI
322
tru Independence
Oregon
$4.59M -$121K -2,188 -3%
Assenagon Asset Management
323
Assenagon Asset Management
Luxembourg
$4.58M -$35M -633,918 -89%
CWM
324
Congress Wealth Management
Massachusetts
$4.57M -$819K -14,824 -16%
CAAS
325
Capital Asset Advisory Services
Michigan
$4.52M +$348K +6,299 +9%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.