We are live on ! Find out more

1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
526
Regal Investment Advisors
Michigan
$1.03M -$82.8K -1,769 -8%
HFM
527
Hartford Financial Management
Connecticut
$1.02M -$40.1K -857 -4%
AMI
528
Amica Mutual Insurance
Rhode Island
$1.02M
PPSG
529
Princeton Portfolio Strategies Group
New Jersey
$1.02M +$341K +7,290 +52%
BG
530
Bollard Group
Massachusetts
$1.01M -$1.13M -24,058 -53%
HCM
531
Hodges Capital Management
Texas
$1.01M +$232K +4,965 +31%
PA
532
Parallel Advisors
California
$1M -$99.8K -2,133 -9%
ODCM
533
Old Dominion Capital Management
Virginia
$998K -$617K -13,179 -39%
AP
534
Appleton Partners
Massachusetts
$995K -$22.8K -488 -2%
LIM
535
Loudon Investment Management
New Hampshire
$990K -$48.6K -1,038 -5%
CIA
536
Covington Investment Advisors
Pennsylvania
$989K -$1.69K -36 -0.2%
PAM
537
Paradigm Asset Management
New York
$983K -$208K -4,433 -18%
SCA
538
Stonebridge Capital Advisors
Minnesota
$981K -$58.3K -1,246 -6%
BMA
539
Brooks Moore & Associates
Tennessee
$978K -$42.9K -916 -4%
BP
540
Ballentine Partners
Massachusetts
$965K -$45.5K -973 -5%
MFP
541
Michael F. Price
$963K -$2.25M -48,000 -70%
QI
542
QS Investors
New York
$960K -$77K -1,645 -8%
CCM
543
Cadence Capital Management
Massachusetts
$957K +$15.8K +337 +2%
OI
544
Oakbrook Investments
Illinois
$956K -$220K -4,698 -19%
CT
545
Cambridge Trust
Massachusetts
$956K -$32.2K -687 -3%
PH
546
Pinnacle Holdings
Oklahoma
$955K -$3.84K -82 -0.4%
LWCFA
547
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$952K -$52.4K -1,119 -5%
CAN
548
Cetera Advisor Networks
California
$949K +$655 +14 +0.1%
FWIA
549
Fort Washington Investment Advisors
Ohio
$942K -$4.42M -94,450 -83%
HAM
550
Highstreet Asset Management
Ontario, Canada
$935K +$13K +278 +1%

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.