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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
PPSG
501
Princeton Portfolio Strategies Group
New Jersey
$1.32M +$145K +2,800 +13%
Fayez Sarofim & Co
502
Fayez Sarofim & Co
Texas
$1.32M -$24.1K -467 -2%
NSEDCP
503
NJ State Employees Deferred Compensation Plan
New Jersey
$1.32M
AWM
504
Arbor Wealth Management
Florida
$1.31M -$46.1K -893 -4%
HCM
505
Hodges Capital Management
Texas
$1.3M +$137K +2,652 +13%
KOCAA
506
Knights of Columbus Asset Advisors
Connecticut
$1.3M +$1.23M +23,778 New
YMRC
507
Yorktown Management & Research Company
Virginia
$1.29M
CCMINC
508
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.29M -$19.2K -372 -2%
SG Americas Securities
509
SG Americas Securities
New York
$1.28M -$7.95M -153,866 -87%
AF
510
Ally Financial
Michigan
$1.28M
FNBOMD
511
First National Bank of Mount Dora
Florida
$1.27M -$32.1K -621 -3%
WIC
512
Wilkins Investment Counsel
Massachusetts
$1.27M -$77.4K -1,498 -6%
TIA
513
Trust Investment Advisors
Indiana
$1.26M -$105K -2,023 -8%
WSC
514
Wellington Shields & Co
New York
$1.25M +$1.19M +22,936 New
CIS
515
Capital International Sarl
California
$1.24M +$199K +3,853 +20%
KFA
516
Kelleher Financial Advisors
New York
$1.23M +$1.16M +22,541 New
WT
517
Washington Trust
Rhode Island
$1.23M +$107K +2,067 +10%
CAN
518
Cetera Advisor Networks
California
$1.22M +$136K +2,636 +13%
KCM
519
Kempner Capital Management
Texas
$1.22M -$1.76K -34 -0.2%
RC
520
Roundview Capital
New Jersey
$1.22M -$6.56K -127 -0.6%
CCM
521
Cadence Capital Management
Massachusetts
$1.22M +$109K +2,109 +10%
SWM
522
SeaCrest Wealth Management
New York
$1.21M +$18.5K +358 +2%
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$1.21M +$720K +13,937 +172%
SPIA
524
Steward Partners Investment Advisory
New York
$1.2M +$16K +309 +1%
BFEC
525
Benjamin F. Edwards & Company
Missouri
$1.2M +$230K +4,444 +26%

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.