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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
SB
376
Simmons Bank
Arkansas
$2.97M +$219K +4,076 +8%
TRCT
377
Tower Research Capital (TRC)
New York
$2.96M +$585K +10,895 +23%
AAM
378
Auxier Asset Management
Oregon
$2.94M -$4.29K -80 -0.1%
ASN
379
Advisory Services Network
Georgia
$2.93M +$760K +14,150 +33%
UFG
380
United Fire Group
Iowa
$2.92M
Balyasny Asset Management
381
Balyasny Asset Management
Illinois
$2.91M +$3.03M +56,365 New
TCWM
382
Total Clarity Wealth Management
Illinois
$2.89M -$33.6K -625 -1%
CAM
383
Cresset Asset Management
Illinois
$2.87M +$68.1K +1,269 +2%
ATC
384
Argent Trust Co
Tennessee
$2.86M +$257K +4,784 +9%
RBC
385
Romano Brothers & Co
Illinois
$2.85M -$39.7K -740 -1%
CAM
386
Cubic Asset Management
Massachusetts
$2.83M -$177K -3,290 -6%
Teacher Retirement System of Texas
387
Teacher Retirement System of Texas
Texas
$2.83M +$68.9K +1,283 +2%
RBA
388
Richard Bernstein Advisors
New York
$2.82M +$2.94M +54,726 New
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$2.79M
ATPW
390
Ashton Thomas Private Wealth
Arizona
$2.79M +$157K +2,922 +6%
CS
391
Crescent Sterling
Louisiana
$2.77M -$65.7K -1,224 -2%
DLCIG
392
D.L. Carlson Investment Group
New Hampshire
$2.73M -$84.4K -1,573 -3%
ST
393
Spinnaker Trust
Maine
$2.72M +$196K +3,656 +7%
Rafferty Asset Management
394
Rafferty Asset Management
New York
$2.7M +$273K +5,088 +11%
TSS
395
Two Sigma Securities
New York
$2.7M +$2.53M +47,127 +906%
HIMC
396
Heritage Investors Management Corp
Maryland
$2.69M -$102K -1,895 -4%
EFMC
397
Empire Financial Management Company
New York
$2.68M -$204K -3,801 -7%
WI
398
WBI Investments
New Jersey
$2.67M +$6.92K +129 +0.2%
WCM
399
Windward Capital Management
California
$2.66M -$1.77K -33 -0.1%
SAM
400
Securian Asset Management
Minnesota
$2.6M -$389K -7,250 -13%

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.