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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FFSOTS
376
Fiduciary Financial Services of The Southwest
Texas
$2.55M +$136K +2,630 +6%
SLI
377
Sumitomo Life Insurance
Japan
$2.55M +$1.26M +24,383 +110%
RJT
378
Raymond James Trust
Florida
$2.54M +$10.6K +206 +0.4%
Parallax Volatility Advisers
379
Parallax Volatility Advisers
California
$2.5M +$2.36M +45,708 +101,573%
PWP
380
Private Wealth Partners
California
$2.48M +$485K +9,378 +26%
MCM
381
Maryland Capital Management
Maryland
$2.42M -$1.42M -27,398 -38%
LCM
382
Laurion Capital Management
New York
$2.42M +$2.29M +44,229 New
SAM
383
Shell Asset Management
Netherlands
$2.39M -$68.7K -1,329 -3%
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$2.38M +$449K +8,693 +25%
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$2.35M -$771K -14,927 -26%
PNC
386
Park National Corp
Ohio
$2.32M -$470K -9,102 -18%
PP
387
Patten & Patten
Tennessee
$2.3M +$530K +10,249 +32%
ACA
388
Anchor Capital Advisors
Massachusetts
$2.29M +$483K +9,344 +29%
DF
389
Donoghue Forlines
Massachusetts
$2.27M +$2.15M +41,528 New
SL
390
Summitry LLC
California
$2.25M +$226K +4,379 +12%
CIC
391
Cutler Investment Counsel
Oregon
$2.23M -$324K -6,275 -13%
PSUF
392
People's United Financial
Connecticut
$2.23M +$584K +11,308 +38%
PPW
393
Parcion Private Wealth
Washington
$2.23M +$2.1M +40,735 New
BC
394
Brinker Capital
Pennsylvania
$2.22M +$2.1M +40,579 New
Barrow, Hanley, Mewhinney & Strauss
395
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.2M -$261M -5,048,718 -99%
SAM
396
Silvercrest Asset Management
New York
$2.19M -$7.27M -140,655 -78%
SC
397
SouthState Corp
Florida
$2.19M -$1.4M -27,093 -40%
SIM
398
Sentry Investment Management
Wisconsin
$2.17M
Mariner
399
Mariner
Kansas
$2.16M +$535K +10,351 +36%
WIA
400
Wealthstreet Investment Advisors
Texas
$2.13M +$535K +10,349 +36%

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.