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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
SIC
451
Shoker Investment Counsel
Ohio
$2.16M -$27K -503 -1%
IA
452
IFG Advisory
Georgia
$2.16M -$20.1K -374 -0.9%
AWM
453
Apollon Wealth Management
South Carolina
$2.15M -$140K -2,613 -6%
EAM
454
Eagle Asset Management
Florida
$2.14M +$18.7K +348 +0.8%
MFFIA
455
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.12M -$8K -149 -0.4%
KWM
456
Kingsview Wealth Management
Oregon
$2.1M +$85.4K +1,591 +4%
DFCM
457
Dark Forest Capital Management
Puerto Rico
$2.1M +$2.18M +40,698 New
GT
458
Greenleaf Trust
Michigan
$2.09M +$91.5K +1,704 +4%
ISB
459
Iowa State Bank
Iowa
$2.08M -$57.8K -1,077 -3%
BAMF
460
BI Asset Management Fondsmaeglerselskab
Denmark
$2.08M -$83K -1,547 -4%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$2.06M -$114K -2,122 -5%
GIA
462
GHP Investment Advisors
Colorado
$2.06M +$139K +2,583 +7%
MCM
463
MAI Capital Management
Ohio
$2.04M -$105K -1,955 -5%
BCI
464
Brinker Capital Investments
Pennsylvania
$2.03M -$189K -3,517 -8%
OPS
465
Orion Portfolio Solutions
Nebraska
$2.03M -$189K -3,517 -8%
CBB
466
Citizens Business Bank
California
$2.01M -$77.1K -1,437 -4%
UB
467
UMB Bank
Missouri
$2.01M -$174K -3,248 -8%
NB
468
NBT Bank
New York
$2M +$349K +6,509 +20%
AWAM
469
Appian Way Asset Management
New York
$2M +$2.08M +38,700 New
NHT
470
New Hampshire Trust
New Hampshire
$1.99M -$33.6K -625 -2%
OAM
471
Occidental Asset Management
California
$1.98M +$101K +1,881 +5%
BBHC
472
Brown Brothers Harriman & Co
New York
$1.98M -$11.2K -209 -0.5%
VCA
473
Verdence Capital Advisors
Maryland
$1.98M +$185K +3,450 +10%
CCP
474
Clough Capital Partners
Massachusetts
$1.97M
EFS
475
Econ Financial Services
Pennsylvania
$1.96M +$2.04M +37,975 New

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.