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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
HI
526
Hudock Inc
Pennsylvania
$1.59M -$9.77K -182 -0.6%
QP
527
Quilter Plc
United Kingdom
$1.58M
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58M -$310K -5,774 -15%
AWA
529
Arete Wealth Advisors
Illinois
$1.58M +$448K +8,341 +37%
SI
530
Symmetry Investments
Jersey
$1.55M +$1.61M +30,000 New
Envestnet Portfolio Solutions
531
Envestnet Portfolio Solutions
Illinois
$1.54M +$1.61M +29,923 New
FNT
532
First National Trust
Pennsylvania
$1.53M -$40.9K -761 -2%
HIC
533
Holderness Investments Company
North Carolina
$1.53M -$26.5K -493 -2%
TIAA Trust, National Association
534
TIAA Trust, National Association
North Carolina
$1.52M +$1.59M +29,554 New
CTC
535
Central Trust Company
Missouri
$1.52M +$2.04K +38 +0.1%
LA
536
Lifeworks Advisors
Michigan
$1.52M -$86.3K -1,607 -5%
PCC
537
Park Circle Company
Maryland
$1.51M
WAS
538
Wesleyan Assurance Society
United Kingdom
$1.5M
MLICM
539
Metropolitan Life Insurance Company (MetLife)
New York
$1.5M -$93.2K -1,736 -6%
LF
540
Lantz Financial
Illinois
$1.5M -$44.9K -837 -3%
CHJWM
541
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.49M +$15.1K +281 +0.9%
First Manhattan
542
First Manhattan
New York
$1.49M -$178K -3,318 -10%
CCP
543
Cunning Capital Partners
North Carolina
$1.48M +$1.54M +28,720 New
MOS
544
MGO One Seven
Ohio
$1.47M -$32K -597 -2%
SIS
545
Strategic Investment Solutions
Illinois
$1.47M +$1.45M +26,970 +6,200%
ICA
546
Infrastructure Capital Advisors
New York
$1.46M +$50.4K +939 +4%
RIA
547
Recurrent Investment Advisors
Texas
$1.46M +$1.56K +29 +0.1%
AIM
548
Achmea Investment Management
Netherlands
$1.44M -$166K -3,085 -10%
FFA
549
First Foundation Advisors
California
$1.44M -$246K -4,586 -14%
RFM
550
Royal Fund Management
Florida
$1.42M +$572K +10,661 +63%

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.