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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
AWM
401
AE Wealth Management
Kansas
$2.12M +$214K +4,142 +12%
AAIM
402
American Assets Investment Management
California
$2.12M
Wealthfront Advisers
403
Wealthfront Advisers
California
$2.1M +$338K +6,541 +21%
HCA
404
Horan Capital Advisors
Ohio
$2.09M -$110K -2,129 -5%
KRS
405
Kentucky Retirement Systems
Kentucky
$2.09M +$1.97M +38,147 New
CTC
406
Central Trust Company
Missouri
$2.09M -$407K -7,869 -17%
EGM
407
Engineers Gate Manager
New York
$2.07M -$1.69M -32,797 -46%
JGUA
408
John G. Ullman & Associates
New York
$2.06M +$51.7K +1,001 +3%
TYCC
409
Texas Yale Capital Corp
Florida
$2.05M -$1.03K -20 -0.1%
FT
410
Fiduciary Trust
Massachusetts
$2.05M -$97.1K -1,880 -5%
VC
411
Vestor Capital
Illinois
$2.03M +$1.92M +37,157 New
SSB
412
Sandy Spring Bank
Maryland
$2M -$69K -1,336 -4%
MNBTD
413
Moody National Bank Trust Division
Texas
$2M +$29.8K +576 +2%
DCM
414
Driehaus Capital Management
Illinois
$1.99M +$1.88M +36,360 New
LCM
415
Lucas Capital Management
New Jersey
$1.98M -$47.2K -914 -2%
BRWM
416
B. Riley Wealth Management
Tennessee
$1.96M +$1.01M +19,568 +120%
LBC
417
Lowe Brockenbrough & Co
Virginia
$1.94M
LCS
418
Levin Capital Strategies
New York
$1.94M -$232K -4,484 -11%
BDS
419
Banco de Sabadell
Florida
$1.93M -$730K -14,122 -29%
FNBOO
420
First National Bank of Omaha
Nebraska
$1.93M -$36.4K -705 -2%
LSERS
421
Louisiana State Employees Retirement System
Louisiana
$1.93M -$25.8K -500 -1%
HWM
422
Hohimer Wealth Management
Washington
$1.91M +$1.81M +34,970 New
Jane Street
423
Jane Street
New York
$1.91M -$249K -4,823 -12%
TF
424
TIAA FSB
Florida
$1.91M -$36.2K -701 -2%
Neuberger Berman Group
425
Neuberger Berman Group
New York
$1.9M -$618K -11,959 -26%

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.