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
WJWM
551
Williams Jones Wealth Management
New York
$934K +$917K +19,592 New
RWA
552
Ropes Wealth Advisors
Massachusetts
$933K +$8.94K +191 +1%
PI
553
Pettee Investors
Connecticut
$927K -$7.63K -163 -0.8%
CC
554
Courier Capital
New York
$918K +$5.24K +112 +0.6%
BOTW
555
Bank of the West
California
$906K -$16.9K -360 -2%
DAM
556
Delta Asset Management
Tennessee
$899K -$141K -3,016 -14%
CIS
557
Capital International Sarl
California
$896K +$768K +16,400 +683%
QCI
558
Quaker Capital Investments
Pennsylvania
$890K -$1.47M -31,299 -63%
CT
559
Coastline Trust
Rhode Island
$888K +$35.6K +761 +4%
SCP
560
Sandhill Capital Partners
New York
$883K +$82.9K +1,771 +11%
FAIM
561
Financial Advocates Investment Management
Washington
$882K +$1.47M +31,301 New
ASA
562
Armstrong Shaw Associates
Connecticut
$881K -$10.9K -232 -1%
JCM
563
Jacobi Capital Management
Pennsylvania
$875K +$152K +3,248 +22%
IAA
564
Independent Advisor Alliance
North Carolina
$872K -$64.5K -1,377 -7%
EWM
565
Evercore Wealth Management
New York
$865K -$11.8K -253 -1%
VFA
566
Voya Financial Advisors
Connecticut
$860K -$1.4K -30 -0.2%
BIA
567
BMT Investment Advisors
Pennsylvania
$847K
GIC
568
Gantzert Investment Company
Illinois
$838K +$216K +4,615 +36%
MCA
569
Mercer Capital Advisers
New Jersey
$835K
HWM
570
Holloway Wealth Management
Florida
$833K
KLCM
571
KG&L Capital Management
Louisiana
$833K +$314K +6,701 +62%
CF
572
Centaurus Financial
California
$831K -$71.7K -1,532 -8%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$830K -$75.3K -1,609 -8%
TRCT
574
Tower Research Capital (TRC)
New York
$826K +$534K +11,411 +193%
LIM
575
Leavell Investment Management
Alabama
$825K -$165K -3,519 -17%

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.