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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
AWM
326
Axxcess Wealth Management
California
$3.79M +$3.65M +68,008 +1,215%
TWC
327
TD Waterhouse Canada
Ontario, Canada
$3.79M -$1.63M -30,330 -30%
MCM
328
Marathon Capital Management
Maryland
$3.75M +$136K +2,540 +4%
RCAG
329
Rehmann Capital Advisory Group
Michigan
$3.75M -$27.5K -513 -0.7%
Citadel Advisors
330
Citadel Advisors
Florida
$3.72M +$1.31M +24,483 +51%
Wealthfront Advisers
331
Wealthfront Advisers
California
$3.7M +$173K +3,220 +5%
Bessemer Group
332
Bessemer Group
New Jersey
$3.69M -$84.1K -1,567 -2%
SNB
333
Security National Bank
Nebraska
$3.62M -$616K -11,469 -14%
BOCM
334
Bontempo Ohly Capital Management
Maryland
$3.61M +$9.45K +176 +0.3%
BBVA
335
Banco Bilbao Vizcaya Argentaria
Spain
$3.59M +$2.47M +46,082 +195%
Allspring Global Investments
336
Allspring Global Investments
North Carolina
$3.59M -$123K -2,298 -3%
BWM
337
Buckley Wealth Management
Nevada
$3.56M -$32.2K -600 -0.9%
AAIM
338
American Assets Investment Management
California
$3.56M
CCM
339
Canal Capital Management
Virginia
$3.56M +$72.1K +1,343 +2%
SPIA
340
Steward Partners Investment Advisory
New York
$3.53M +$18.9K +352 +0.5%
GIBU
341
Gulf International Bank (UK)
United Kingdom
$3.5M -$351K -6,547 -9%
GWMIA
342
Global Wealth Management Investment Advisory
Florida
$3.5M -$15.1K -281 -0.4%
ACM
343
Altrius Capital Management
North Carolina
$3.5M +$39.9K +744 +1%
CIBC World Market
344
CIBC World Market
Ontario, Canada
$3.47M -$907K -16,901 -20%
WS
345
Wedbush Securities
California
$3.42M -$67.8K -1,262 -2%
ABC
346
Associated Banc-Corp
Wisconsin
$3.41M +$16.1K +299 +0.5%
ANRF
347
Adams Natural Resources Fund
Maryland
$3.39M
FG
348
Fiduciary Group
Georgia
$3.38M +$165K +3,073 +5%
Bank of Nova Scotia
349
Bank of Nova Scotia
Ontario, Canada
$3.37M +$433K +8,062 +14%
Mackenzie Financial
350
Mackenzie Financial
Ontario, Canada
$3.36M +$179K +3,328 +5%

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.