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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
551
Coastline Trust
Rhode Island
$1.1M +$75.4K +1,460 +8%
PH
552
Pinnacle Holdings
Oklahoma
$1.1M -$258 -5 -0%
LIM
553
Loudon Investment Management
New Hampshire
$1.1M -$39.1K -756 -4%
OTPPB
554
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.09M +$1.03M +19,969 New
IAA
555
Independent Advisor Alliance
North Carolina
$1.09M +$79.7K +1,542 +8%
BRWA
556
B. Riley Wealth Advisors
Florida
$1.08M +$272K +5,265 +36%
PAM
557
Paradigm Asset Management
New York
$1.08M -$43.9K -849 -4%
BBA
558
BLB&B Advisors
Pennsylvania
$1.08M -$130K -2,525 -11%
BCM
559
Bluefin Capital Management
New York
$1.07M +$1.01M +19,624 New
BIAS
560
Beacon Investment Advisory Services
New Jersey
$1.06M +$713K +13,792 +245%
JIC
561
Johnson Investment Counsel
Ohio
$1.06M -$287K -5,561 -22%
PI
562
Pettee Investors
Connecticut
$1.06M -$8.58K -166 -0.9%
QP
563
Quilter Plc
United Kingdom
$1.05M +$994K +19,235 New
PP
564
Palladium Partners
Virginia
$1.05M +$989K +19,147 New
CC
565
Courier Capital
New York
$1.04M -$11.5K -223 -1%
BCM
566
Brookstone Capital Management
Illinois
$1.03M +$973K +18,829 New
VF
567
Virtu Financial
New York
$1.01M +$958K +18,535 New
SH
568
SeaTown Holdings
Singapore
$1.01M +$956K +18,500 New
BAM
569
Brave Asset Management
New Jersey
$1M +$54.5K +1,055 +6%
MCM
570
Mork Capital Management
California
$991K +$935K +18,100 New
EOJOAM
571
E. Ohman J:or Asset Management
Sweden
$980K +$925K +17,900 New
OCM
572
One Capital Management
California
$975K +$49.5K +959 +6%
BIA
573
BMT Investment Advisors
Pennsylvania
$973K
AP
574
Advisor Partners
California
$965K +$184K +3,557 +24%
KRSITF
575
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$961K +$907K +17,563 New

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.