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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
501
Bridges Investment Management
Nebraska
$947K -$72.8K -1,620 -7%
SAM
502
Shell Asset Management
Netherlands
$947K +$15.8K +351 +2%
HFS
503
Haverford Financial Services
Pennsylvania
$946K
PP
504
Palladium Partners
Virginia
$941K +$28.4K +633 +3%
FI
505
FormulaFolio Investments
Michigan
$941K +$194K +4,324 +28%
CNC
506
Canandaigua National Corp
New York
$937K -$75.9K -1,691 -8%
CFB
507
Cullen/Frost Bankers
Texas
$935K -$19.3K -429 -2%
ANTB
508
AMG National Trust Bank
Colorado
$935K +$2.2K +49 +0.2%
TCBWMS
509
Texas Capital Bank Wealth Management Services
Texas
$934K +$891K +19,841 New
OWP
510
Obermeyer Wealth Partners
Colorado
$928K +$38K +845 +4%
TIA
511
Trust Investment Advisors
Indiana
$927K +$37K +823 +4%
EWA
512
Exencial Wealth Advisors
Oklahoma
$917K +$289K +6,427 +49%
CT
513
Coastline Trust
Rhode Island
$915K +$31.2K +695 +4%
CCM
514
Cadence Capital Management
Massachusetts
$913K -$202K -4,489 -19%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$913K +$53.6K +1,194 +7%
SWP
516
Stratos Wealth Partners
Ohio
$907K -$28.7K -638 -3%
LCM
517
Logan Capital Management
Pennsylvania
$906K -$215K -4,792 -20%
Acadian Asset Management
518
Acadian Asset Management
Massachusetts
$906K +$301K +6,705 +53%
QI
519
QS Investors
New York
$905K -$53.4K -1,190 -6%
PI
520
Pettee Investors
Connecticut
$905K
CCM
521
Covington Capital Management
California
$903K -$38K -846 -4%
BRWA
522
B. Riley Wealth Advisors
Florida
$902K -$260K -5,781 -23%
SAM
523
Silvercrest Asset Management
New York
$900K -$34.7K -773 -4%
NB
524
Northwest Bancshares
Pennsylvania
$893K -$25.6K -570 -3%
VFA
525
Voya Financial Advisors
Connecticut
$888K -$124K -2,765 -13%

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.