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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
DEM
501
Disciplined Equity Management
Florida
$2M +$1.1K +20 +0.1%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$1.99M -$211K -3,822 -10%
Envestnet Portfolio Solutions
503
Envestnet Portfolio Solutions
Illinois
$1.98M +$359K +6,504 +24%
SFI
504
SPC Financial Inc
Maryland
$1.97M +$566K +10,248 +43%
MGP
505
Metis Global Partners
California
$1.96M +$101K +1,826 +6%
RF
506
Robbins Farley
New Hampshire
$1.94M +$94K +1,701 +5%
DCM
507
Davis Capital Management
Florida
$1.94M +$50.1K +906 +3%
SGCA
508
Steel Grove Capital Advisors
Tennessee
$1.94M +$1.29M +23,362 +231%
VA
509
Vident Advisory
Georgia
$1.94M -$83.5K -1,511 -4%
CSIC
510
Clifford Swan Investment Counsel
California
$1.93M -$37.4K -677 -2%
FWA
511
FOCUS Wealth Advisors
Texas
$1.91M +$276K +4,997 +18%
TYCC
512
Texas Yale Capital Corp
Florida
$1.91M
AM
513
AGF Management
Ontario, Canada
$1.91M
BCP
514
Berkeley Capital Partners
Georgia
$1.91M +$11.7K +212 +0.6%
EL
515
EMFO LLC
Florida
$1.89M -$82.4K -1,491 -4%
QT
516
Quantbot Technologies
New York
$1.89M +$1.8M +32,580 New
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$1.88M +$200K +3,627 +13%
HWM
518
Hohimer Wealth Management
Washington
$1.88M -$14.8K -267 -0.8%
RFC
519
Regions Financial Corp
Alabama
$1.84M +$71.2K +1,288 +4%
RIA
520
Recurrent Investment Advisors
Texas
$1.83M +$332K +6,000 +23%
BFS
521
Bradley Foster & Sargent
Connecticut
$1.82M -$119K -2,152 -6%
JWM
522
Jeppson Wealth Management
California
$1.81M +$332 +6 +0%
EH
523
Equitable Holdings
New York
$1.78M -$16.4K -296 -1%
LF
524
Lantz Financial
Illinois
$1.76M -$31.7K -574 -2%
FNT
525
First National Trust
Pennsylvania
$1.76M +$49.1K +889 +3%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.