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Dow Inc
DOW

1,594 hedge funds and large institutions have $25.5B invested in Dow Inc in 2023 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 442 increasing their positions, 732 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $23.3B → $25.5B (+$2.22B)

6% more funds holding

Funds holding: 1,503 → 1,594 (+91)

2.1% more ownership

Funds ownership: 64.28% → 66.38% (+2.1%)

6% more call options, than puts

Call options by funds: $794M | Put options by funds: $750M

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

40% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 732

Holders
1,594
Holders Change
+91
Holders Change %
+6.05%
% of All Funds
23.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
198
Increased
442
Reduced
732
Closed
84
Calls
$794M
Puts
$750M
Net Calls
+$43.9M
Net Calls Change
-$117M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$750M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
3
JP Morgan Chase
JP Morgan Chase
New York
+$122M
4
Barclays
Barclays
United Kingdom
+$115M
5
F
FIFTHDELTA
United Kingdom
+$57.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$144M
2
Capital World Investors
Capital World Investors
California
-$69.7M
3
CCM
Cullen Capital Management
New York
-$62.1M
4
Invesco
Invesco
Georgia
-$50.7M
5
PAM
Panagora Asset Management
Massachusetts
-$42M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
26
M&T Bank
New York
$139M -$969K -18,969 -0.7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$133M -$12.2M -239,375 -9%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$123M +$2.28M +44,559 +2%
Swiss National Bank
29
Swiss National Bank
Switzerland
$121M -$3.91M -76,500 -3%
N
30
Nuveen
North Carolina
$117M -$11.3M -221,420 -9%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$110M -$3.01M -58,901 -3%
Stifel Financial
32
Stifel Financial
Missouri
$107M -$1.46M -28,567 -1%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$102M -$1.11M -21,652 -1%
Primecap Management
34
Primecap Management
California
$97.7M -$4.14M -81,075 -4%
CIM
35
Confluence Investment Management
Missouri
$95.5M -$2.04M -39,836 -2%
Ameriprise
36
Ameriprise
Minnesota
$95.3M -$12.8M -249,773 -13%
Amundi
37
Amundi
France
$90.6M +$13.3M +260,116 +18%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$90.1M -$3.69M -72,166 -4%
National Pension Service
39
National Pension Service
South Korea
$89.5M +$2.54M +49,642 +3%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$85.8M +$3.77M +73,721 +5%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$82.7M +$7.1M +138,876 +10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$82.7M +$348K +6,807 +0.5%
Millennium Management
43
Millennium Management
New York
$80.3M -$144M -2,814,245 -66%
AllianceBernstein
44
AllianceBernstein
Tennessee
$78.8M +$23.8M +465,843 +48%
EIP
45
Epoch Investment Partners
New York
$76.5M -$3.77M -73,777 -5%
ELC
46
Edgar Lomax Company
Virginia
$72.7M -$2.82M -55,120 -4%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$71.3M -$3.36M -65,753 -5%
LPL Financial
48
LPL Financial
California
$67.9M -$2.48M -48,470 -4%
FNFDCM
49
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$67.6M -$5.11K -100 -0%
ZIM
50
Zacks Investment Management
Illinois
$66.5M -$4.48M -87,607 -7%
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DOW Hedge Fund Activity: Q4 2023 in Review

1,594 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2023, worth a combined $25.5B — up 9.5% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new DOW positions and 84 closed out — a net gain of 114 holders — while 442 added to existing stakes and 732 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $750M. The largest seller was Millennium Management, cutting an estimated $144M.

  • 1,594 institutional investors held Dow Inc (DOW) as of Q4 2023, up from 1,503 in Q3 2023.
  • Funds reported $25.5B of Dow Inc stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 198 funds opened new Dow Inc positions in Q4 2023 and 84 closed out, a net change of +114 holders.
  • The largest Dow Inc buyer in Q4 2023 was Morgan Stanley, an estimated $750M added.
  • The largest Dow Inc seller in Q4 2023 was Millennium Management, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2023.