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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
476
Atria Investments
North Carolina
$1.45M +$1.09M +21,156 +402%
ISL
477
Ingalls & Snyder LLC
New York
$1.44M -$409K -7,915 -23%
SS
478
Simplicity Solutions
Minnesota
$1.43M +$223K +4,313 +20%
BBHC
479
Brown Brothers Harriman & Co
New York
$1.43M -$63.5K -1,230 -4%
LOAMS
480
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.43M +$710K +13,735 +111%
ASN
481
Advisory Services Network
Georgia
$1.43M -$134K -2,587 -9%
CIP
482
Convergence Investment Partners
Florida
$1.42M -$4.6K -89 -0.3%
FAAS
483
First Allied Advisory Services
California
$1.42M -$75.3K -1,458 -5%
SW
484
SVB Wealth
Massachusetts
$1.42M +$53.5K +1,035 +4%
RC
485
RegentAtlantic Capital
New Jersey
$1.42M -$97K -1,877 -7%
AHB
486
Abner Herrman & Brock
New Jersey
$1.41M -$827 -16 -0.1%
FNT
487
First National Trust
Pennsylvania
$1.39M -$165K -3,203 -11%
JAM
488
JCIC Asset Management
Ontario, Canada
$1.39M -$24.7K -478 -2%
BCM
489
Birmingham Capital Management
Alabama
$1.39M -$125K -2,423 -9%
EWA
490
EP Wealth Advisors
California
$1.37M -$85.2K -1,649 -6%
CCM
491
Covington Capital Management
California
$1.36M -$8.68K -168 -0.7%
SM
492
Sciencast Management
New Jersey
$1.36M +$1.33M +25,729 New
PWLP
493
Prio Wealth Limited Partnership
Massachusetts
$1.36M -$217K -4,198 -14%
KLWA
494
Kelly Lawrence W & Associates
California
$1.35M +$864K +16,725 +208%
LCM
495
Logan Capital Management
Pennsylvania
$1.35M -$52.2K -1,011 -4%
WF
496
Welch & Forbes
Massachusetts
$1.34M -$67.3K -1,303 -5%
BE
497
Bonness Enterprises
District of Columbia
$1.34M
RAM
498
Redmond Asset Management
Virginia
$1.34M +$126K +2,446 +11%
Walleye Trading
499
Walleye Trading
New York
$1.33M +$1.26M +24,337 New
VAS
500
Vestmark Advisory Solutions
Massachusetts
$1.33M +$52.3K +1,012 +4%

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.