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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
GWM
476
GSB Wealth Management
Connecticut
$1.95M +$41.6K +775 +2%
JCM
477
Jacobi Capital Management
Pennsylvania
$1.95M -$5.1K -95 -0.3%
RIM
478
Redwood Investment Management
Arizona
$1.94M +$8K +149 +0.4%
SW
479
SVB Wealth
Massachusetts
$1.93M -$215K -4,001 -10%
MAM
480
MWA Asset Management
Massachusetts
$1.92M +$2M +37,198 New
NMERB
481
New Mexico Educational Retirement Board
New Mexico
$1.9M +$134K +2,500 +7%
SGCA
482
Steel Grove Capital Advisors
Tennessee
$1.9M -$28.2K -526 -1%
VA
483
Vident Advisory
Georgia
$1.89M +$1.97M +36,706 New
Assenagon Asset Management
484
Assenagon Asset Management
Luxembourg
$1.89M -$1.97M -36,688 -50%
MS
485
Madden Securities
Texas
$1.88M -$17.4K -325 -0.9%
BCCM
486
Bridge Creek Capital Management
Massachusetts
$1.88M -$10.5K -196 -0.5%
WSTAM
487
Wilbanks Smith & Thomas Asset Management
Virginia
$1.88M -$148K -2,753 -7%
CSIC
488
Clifford Swan Investment Counsel
California
$1.86M +$37.6K +700 +2%
SS
489
Sunbelt Securities
Texas
$1.86M -$81K -1,508 -4%
MNBTD
490
Moody National Bank Trust Division
Texas
$1.85M +$96.3K +1,794 +5%
ALAM
491
Asahi Life Asset Management
Japan
$1.84M +$286K +5,331 +18%
AWM
492
Avitas Wealth Management
California
$1.83M -$13.5K -251 -0.7%
IAA
493
Independent Advisor Alliance
North Carolina
$1.83M -$670K -12,476 -26%
SSI
494
Scott & Selber Inc
Texas
$1.83M -$18.7K -349 -1%
LCM
495
Logan Capital Management
Pennsylvania
$1.82M +$129K +2,406 +7%
LSA
496
Lion Street Advisors
Texas
$1.81M +$978K +18,216 +108%
APWM
497
Argonautica Private Wealth Management
Massachusetts
$1.81M +$5.91K +110 +0.3%
SWM
498
SeaCrest Wealth Management
New York
$1.81M -$57.1K -1,063 -3%
RFC
499
Regions Financial Corp
Alabama
$1.8M +$174K +3,234 +10%
EH
500
Equitable Holdings
New York
$1.8M -$360K -6,697 -16%

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.