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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
M&T Bank
26
M&T Bank
New York
$131M -$1.63M -30,449 -1%
N
27
Nuveen
North Carolina
$122M -$10.7M -200,045 -8%
Swiss National Bank
28
Swiss National Bank
Switzerland
$117M -$15.1M -282,000 -11%
Barclays
29
Barclays
United Kingdom
$115M -$12.6M -234,790 -10%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$114M +$7.87M +146,601 +7%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$106M -$2.01M -37,479 -2%
Ameriprise
32
Ameriprise
Minnesota
$103M -$26.8M -499,418 -20%
Stifel Financial
33
Stifel Financial
Missouri
$102M +$3.5M +65,237 +3%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$97.2M +$101M +1,885,661 New
Primecap Management
35
Primecap Management
California
$96M -$1.6M -29,773 -2%
CIM
36
Confluence Investment Management
Missouri
$91.9M -$451K -8,404 -0.5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$88.4M +$27.5M +511,936 +43%
National Pension Service
38
National Pension Service
South Korea
$79.9M +$1.64M +30,524 +2%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$77.4M +$879K +16,370 +1%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$76.8M +$3.46M +64,412 +5%
EIP
41
Epoch Investment Partners
New York
$75.7M -$4.64M -86,406 -6%
CS
42
Credit Suisse
Switzerland
$73.5M +$23.2M +431,448 +43%
ELC
43
Edgar Lomax Company
Virginia
$71.2M -$1.28M -23,750 -2%
Amundi
44
Amundi
France
$70.6M -$94.2M -1,754,992 -55%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$70.5M +$3.42M +63,795 +5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$70.5M +$1.97M +36,702 +3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$67.7M +$3.43M +63,805 +5%
ZIM
48
Zacks Investment Management
Illinois
$67.1M -$214K -3,987 -0.3%
LPL Financial
49
LPL Financial
California
$66.3M +$2.5M +46,651 +4%
HighTower Advisors
50
HighTower Advisors
Illinois
$64.7M -$3.88M -72,209 -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.