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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
BBHC
476
Brown Brothers Harriman & Co
New York
$1.3M -$35.8K -764 -3%
PCM
477
Poehling Capital Management
Wisconsin
$1.29M -$41.7K -890 -3%
ATC
478
Argent Trust Co
Tennessee
$1.28M -$135K -2,878 -10%
FDS
479
First Dallas Securities
Texas
$1.27M +$332K +7,092 +36%
EWA
480
EP Wealth Advisors
California
$1.27M -$59K -1,261 -5%
PLFAM
481
Pineno Levin & Ford Asset Management
Virginia
$1.25M +$17.9K +382 +1%
CIP
482
Convergence Investment Partners
Florida
$1.24M +$1.22M +26,102 New
SIA
483
Sit Investment Associates
Minnesota
$1.24M -$4.08M -87,107 -77%
JAM
484
JCIC Asset Management
Ontario, Canada
$1.23M +$1.21M +25,882 New
WF
485
Welch & Forbes
Massachusetts
$1.23M -$39.7K -849 -3%
AHB
486
Abner Herrman & Brock
New Jersey
$1.23M -$245K -5,233 -17%
LCM
487
Logan Capital Management
Pennsylvania
$1.22M +$136K +2,902 +13%
BFS
488
Bradley Foster & Sargent
Connecticut
$1.21M -$390K -8,342 -25%
CCM
489
Covington Capital Management
California
$1.2M -$433K -9,250 -27%
TIA
490
Trust Investment Advisors
Indiana
$1.19M +$838K +17,892 +251%
JIC
491
Johnson Investment Counsel
Ohio
$1.19M +$1.17M +24,915 New
SW
492
SVB Wealth
Massachusetts
$1.19M -$42.1K -899 -3%
AWM
493
Arbor Wealth Management
Florida
$1.18M -$54.6K -1,167 -4%
ARTA
494
A.R.T. Advisors
New York
$1.18M +$1.16M +24,800 New
CHC
495
City Holding Co
West Virginia
$1.18M +$62.8K +1,341 +6%
WIC
496
Wilkins Investment Counsel
Massachusetts
$1.18M -$604K -12,902 -34%
HH
497
Hilltop Holdings
Texas
$1.17M -$88.6K -1,892 -7%
Fayez Sarofim & Co
498
Fayez Sarofim & Co
Texas
$1.17M
BE
499
Bonness Enterprises
District of Columbia
$1.17M
CA
500
Cetera Advisors
Colorado
$1.16M +$69.3K +1,480 +7%

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.