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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
Los Angeles Capital Management
376
Los Angeles Capital Management
California
$2.31M
SCM
377
Sterling Capital Management
North Carolina
$2.3M -$320K -6,829 -12%
NAMA
378
Nikko Asset Management Americas
New York
$2.29M -$254K -5,427 -10%
RCM
379
Riverhead Capital Management
Delaware
$2.29M +$1.11M +23,650 +97%
COPPSERS
380
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.27M +$172K +3,664 +8%
CIC
381
Cutler Investment Counsel
Oregon
$2.24M -$14.4K -308 -0.7%
Neuberger Berman Group
382
Neuberger Berman Group
New York
$2.23M -$471K -10,052 -18%
RJT
383
Raymond James Trust
Florida
$2.2M +$84.4K +1,803 +4%
CTC
384
Central Trust Company
Missouri
$2.19M -$284K -6,068 -12%
SCM
385
Schnieders Capital Management
California
$2.18M +$54.7K +1,168 +3%
CB
386
Community Bank
New York
$2.17M +$355K +7,587 +20%
CGH
387
Crossmark Global Holdings
Texas
$2.17M -$113K -2,412 -5%
PI
388
PEAK6 Investments
Illinois
$2.15M +$2.11M +45,084 New
SAM
389
Shell Asset Management
Netherlands
$2.14M -$2.32M -49,616 -52%
FIM
390
Fruth Investment Management
Texas
$2.14M +$66.3K +1,417 +3%
BCFS
391
Butensky & Cohen Financial Security
Florida
$2.1M +$1.29M +27,567 +166%
CAM
392
Cubic Asset Management
Massachusetts
$2.1M +$2.06M +44,107 New
FFSOTS
393
Fiduciary Financial Services of The Southwest
Texas
$2.1M +$492K +10,502 +31%
HFS
394
Haverford Financial Services
Pennsylvania
$2.07M -$130K -2,775 -6%
GHCM
395
Glen Harbor Capital Management
California
$2.07M +$1.01M +21,488 +98%
GG
396
Greenwood Gearhart
Arkansas
$2.04M +$335K +7,157 +20%
Truist Financial
397
Truist Financial
North Carolina
$2.02M -$3.37K -72 -0.2%
SFS
398
Sowell Financial Services
Arkansas
$2.01M +$1.97M +42,124 New
Nomura Holdings
399
Nomura Holdings
Japan
$1.94M +$1.97M +41,984 New
HCA
400
Horan Capital Advisors
Ohio
$1.92M -$12.2K -261 -0.6%

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.