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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
Vontobel Holding
426
Vontobel Holding
Switzerland
$2.38M -$276K -5,144 -10%
TCM
427
Tufton Capital Management
Maryland
$2.36M -$27.8K -517 -1%
KPWS
428
Kestra Private Wealth Services
Texas
$2.36M +$219K +4,079 +10%
BMCM
429
Bryn Mawr Capital Management
Pennsylvania
$2.34M +$1.59M +29,658 +189%
STB
430
S&T Bank
Pennsylvania
$2.34M -$13.5K -252 -0.6%
TCOV
431
Trust Company of Vermont
Vermont
$2.33M -$387K -7,202 -14%
IWC
432
Integrated Wealth Concepts
Massachusetts
$2.31M -$58K -1,081 -2%
CA
433
Cullinan Associates
Kentucky
$2.31M -$330K -6,155 -12%
IIM
434
INTECH Investment Management
Florida
$2.3M +$1.18M +21,988 +98%
SWP
435
Stratos Wealth Partners
Ohio
$2.29M +$173K +3,228 +8%
ACA
436
Anchor Capital Advisors
Massachusetts
$2.26M -$75.4K -1,405 -3%
HCA
437
Horan Capital Advisors
Ohio
$2.25M -$84.4K -1,572 -3%
NB
438
Norinchukin Bank
Japan
$2.25M -$2.15M -40,081 -48%
LSERS
439
Louisiana State Employees Retirement System
Louisiana
$2.25M -$10.7K -200 -0.5%
LHC
440
Little House Capital
Massachusetts
$2.23M +$472K +8,792 +26%
GWM
441
Greenwich Wealth Management
Connecticut
$2.23M +$8.64K +161 +0.4%
RIL
442
Rothschild Investment LLC
Illinois
$2.23M +$92K +1,714 +4%
QCM
443
Quantinno Capital Management
New York
$2.23M +$439K +8,184 +23%
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$2.22M +$45K +838 +2%
SPC
445
Sigma Planning Corp
Michigan
$2.21M -$988K -18,399 -30%
WWMSC
446
Wagner Wealth Management (South Carolina)
South Carolina
$2.21M +$322 +6 +0%
PPW
447
Parcion Private Wealth
Washington
$2.2M
NFT
448
Nan Fung Trinity
Hong Kong
$2.19M +$2.28M +42,500 New
ADL
449
Asset Dedication LLC
California
$2.19M +$60K +1,118 +3%
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.17M -$126K -2,354 -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.