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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
Mercer Global Advisors
426
Mercer Global Advisors
Colorado
$1.65M +$1.63M +34,723 New
AWM
427
AE Wealth Management
Kansas
$1.65M +$52.4K +1,120 +3%
BNP Paribas Asset Management
428
BNP Paribas Asset Management
France
$1.65M -$468K -10,003 -22%
LC
429
Lavaca Capital
Texas
$1.63M
ISL
430
Ingalls & Snyder LLC
New York
$1.63M -$260K -5,552 -14%
SIC
431
Shoker Investment Counsel
Ohio
$1.62M +$57.4K +1,226 +4%
Thrivent Financial for Lutherans
432
Thrivent Financial for Lutherans
Minnesota
$1.61M
PGIM
433
Pacific Global Investment Management
California
$1.59M +$147K +3,142 +10%
RB
434
Rodgers Brothers
Pennsylvania
$1.56M -$99.3K -2,121 -6%
ACA
435
Anchor Capital Advisors
Massachusetts
$1.55M -$9.79M -209,202 -87%
NWP
436
Northstar Wealth Partners
Connecticut
$1.55M +$692K +14,785 +84%
1SB
437
1ST Source Bank
Indiana
$1.54M -$56.5K -1,208 -4%
PA
438
Profund Advisors
Maryland
$1.53M -$155K -3,304 -9%
PP
439
Patten & Patten
Tennessee
$1.51M -$218K -4,650 -13%
Wealthfront Advisers
440
Wealthfront Advisers
California
$1.51M +$316K +6,747 +27%
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$1.51M -$252K -5,377 -15%
LIA
442
LS Investment Advisors
Michigan
$1.5M +$39.6K +845 +3%
BWM
443
Buckley Wealth Management
Nevada
$1.48M +$804K +17,171 +124%
HPC
444
HM Payson & Co
Maine
$1.48M -$114K -2,437 -7%
SWM
445
Stockman Wealth Management
Montana
$1.47M +$120K +2,559 +9%
WIA
446
Wealthstreet Investment Advisors
Texas
$1.47M -$385K -8,220 -22%
HCMT
447
Highland Capital Management (Tennessee)
Tennessee
$1.47M -$128K -2,726 -8%
OSIA
448
O'Shares Investment Advisers
Massachusetts
$1.46M +$1.44M +30,690 New
OIM
449
Opus Investment Management
Massachusetts
$1.46M
Bessemer Group
450
Bessemer Group
New Jersey
$1.45M +$188K +4,016 +15%

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.