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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$3.17M -$556K -11,880 -15%
CAM
327
Carret Asset Management
New York
$3.16M +$103K +2,192 +3%
WT
328
Whittier Trust
California
$3.15M +$62.9K +1,344 +2%
V
329
Veritable
Delaware
$3.14M -$126K -2,699 -4%
NRS
330
Neville Rodie & Shaw
New York
$3.14M -$307K -6,554 -9%
MI
331
Markston International
New York
$3.12M -$63.7K -1,360 -2%
DILIC
332
Dai-ichi Life Insurance Company
Japan
$3.1M
Dodge & Cox
333
Dodge & Cox
California
$3.1M -$795K -16,991 -21%
GC
334
Gratus Capital
Georgia
$3.07M -$7.77K -166 -0.3%
SI
335
Stephens Inc
Arkansas
$3.06M +$792K +16,918 +36%
MC
336
Moors & Cabot
Massachusetts
$3.03M +$294K +6,272 +11%
ACM
337
Argyle Capital Management
Pennsylvania
$2.99M +$294K +6,271 +11%
LA
338
Lau Associates
Delaware
$2.99M +$8.66K +185 +0.3%
NCM
339
Novare Capital Management
North Carolina
$2.94M +$190K +4,066 +7%
SLAM
340
Swiss Life Asset Management
$2.93M +$1.87M +40,034 +187%
BF
341
BOK Financial
Oklahoma
$2.91M +$1.38M +29,499 +94%
Susquehanna International Group
342
Susquehanna International Group
Pennsylvania
$2.9M -$15.7M -335,183 -85%
ISB
343
Iowa State Bank
Iowa
$2.88M +$1.98M +42,285 +232%
AUB
344
Atlantic Union Bankshares
Virginia
$2.88M +$942K +20,134 +50%
TAM
345
Tyers Asset Management
Texas
$2.85M +$1.38M +29,546 +98%
AAM
346
Auxier Asset Management
Oregon
$2.82M +$46.2K +986 +2%
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
$2.81M +$2.76M +58,965 New
ABC
348
Associated Banc-Corp
Wisconsin
$2.78M +$459K +9,804 +20%
MML Investors Services
349
MML Investors Services
Massachusetts
$2.77M +$133K +2,841 +5%
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$2.76M -$39.6M -845,383 -94%

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.