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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
SDIC
401
South Dakota Investment Council
South Dakota
$2.59M +$477K +8,886 +21%
SLG
402
Stanley-Laman Group
Pennsylvania
$2.59M -$102K -1,904 -4%
AC
403
Asio Capital
Kentucky
$2.59M -$30.4K -567 -1%
TC
404
Truvestments Capital
Florida
$2.57M +$43.3K +807 +2%
CB
405
Community Bank
New York
$2.56M -$138K -2,575 -5%
AAS
406
Avantax Advisory Services
Texas
$2.56M +$211K +3,926 +9%
FIM
407
Fruth Investment Management
Texas
$2.55M -$10.7K -200 -0.4%
Lazard Asset Management
408
Lazard Asset Management
New York
$2.52M -$2.33M -43,423 -47%
FLPIM
409
F.L. Putnam Investment Management
Massachusetts
$2.51M +$466K +8,689 +22%
BOPW
410
Brandywine Oak Private Wealth
Pennsylvania
$2.51M -$88.5K -1,649 -3%
MCC
411
Money Concepts Capital
Florida
$2.5M +$111K +2,062 +4%
LAM
412
L2 Asset Management
Massachusetts
$2.49M -$4.11M -76,496 -99%
BOSSRA
413
B.O.S.S. Retirement Advisors
Utah
$2.49M +$326K +6,071 +14%
EL
414
EMFO LLC
Florida
$2.48M +$253K +4,717 +11%
HIMCH
415
Hartford Investment Management Co (HIMCO)
Connecticut
$2.47M -$83K -1,547 -3%
BFEC
416
Benjamin F. Edwards & Company
Missouri
$2.47M +$71.6K +1,334 +3%
FNBOMD
417
First National Bank of Mount Dora
Florida
$2.45M +$254K +4,730 +11%
ICG
418
InterOcean Capital Group
Tennessee
$2.45M +$242K +4,505 +10%
CA
419
Callahan Advisors
Texas
$2.45M -$1.26M -23,505 -33%
KCPG
420
Kavar Capital Partners Group
Kansas
$2.42M +$403K +7,506 +19%
CCG
421
Cypress Capital Group
Florida
$2.41M +$101K +1,888 +4%
MIM
422
Marco Investment Management
Georgia
$2.41M -$73.7K -1,373 -3%
RCM
423
Radnor Capital Management
Pennsylvania
$2.41M +$2.51M +46,670 New
DILIC
424
Dai-ichi Life Insurance Company
Japan
$2.4M +$36.6K +682 +1%
TC
425
Trilogy Capital
California
$2.39M +$129K +2,396 +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.