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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
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$1.78M -$36.2K -675 -2%
PP
502
Prudential plc
United Kingdom
$1.77M -$951K -17,708 -34%
DEM
503
Disciplined Equity Management
Florida
$1.76M
MGP
504
Metis Global Partners
California
$1.76M +$284K +5,298 +18%
QT
505
Quantbot Technologies
New York
$1.75M -$146K -2,720 -7%
IWM
506
IHT Wealth Management
Illinois
$1.74M -$650K -12,114 -26%
WT
507
Whittier Trust
California
$1.73M -$86.2K -1,606 -5%
EF
508
Empirical Finance
Pennsylvania
$1.72M +$111K +2,075 +7%
ACMA
509
Arbor Capital Management (Alaska)
Alaska
$1.71M -$74.8K -1,394 -4%
BCP
510
Berkeley Capital Partners
Georgia
$1.71M +$41.6K +774 +2%
SFI
511
SPC Financial Inc
Maryland
$1.7M -$6.92K -129 -0.4%
ZCM
512
Ziegler Capital Management
Illinois
$1.7M -$81.8K -1,524 -4%
BFS
513
Bradley Foster & Sargent
Connecticut
$1.7M
TYCC
514
Texas Yale Capital Corp
Florida
$1.69M -$14.7K -274 -0.8%
CI
515
Ceera Investments
Texas
$1.69M +$12.6K +235 +0.7%
IAIM
516
International Assets Investment Management
Florida
$1.68M +$253K +4,708 +17%
BMSSC
517
B. Metzler seel. Sohn & Co
Germany
$1.68M -$402K -7,497 -19%
IMRF
518
Illinois Municipal Retirement Fund
Illinois
$1.67M
JWM
519
Jeppson Wealth Management
California
$1.66M +$11.3K +211 +0.7%
EOJOAM
520
E. Ohman J:or Asset Management
Sweden
$1.64M -$91.3K -1,700 -5%
HWM
521
Hohimer Wealth Management
Washington
$1.64M
ZF
522
Zhang Financial
Michigan
$1.64M +$114K +2,126 +7%
NGA
523
Naples Global Advisors
Florida
$1.64M +$54.5K +1,015 +3%
AM
524
AGF Management
Ontario, Canada
$1.63M +$83.6K +1,558 +5%
RF
525
Robbins Farley
New Hampshire
$1.62M +$200K +3,731 +14%

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.