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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
PP
551
Patten & Patten
Tennessee
$1.42M -$19K -354 -1%
TI
552
Tidal Investments
Wisconsin
$1.4M -$15.9K -297 -1%
I
553
INVST
Indiana
$1.4M -$57.7K -1,074 -4%
HF
554
HRT Financial
New York
$1.39M +$1.45M +27,031 New
BCP
555
Blackhawk Capital Partners
Wisconsin
$1.38M +$107K +1,994 +8%
DT
556
Diversified Trust
Tennessee
$1.38M -$871K -16,233 -38%
BCV
557
Banque Cantonale Vaudoise
Switzerland
$1.38M -$476K -8,872 -25%
VVP
558
Venture Visionary Partners
Ohio
$1.37M -$206K -3,829 -13%
CII
559
Capital International Inc
California
$1.37M -$37.7K -703 -3%
DF
560
Donoghue Forlines
Massachusetts
$1.37M +$787K +14,661 +123%
LTAS
561
Linden Thomas Advisory Services
North Carolina
$1.37M +$2.2K +41 +0.2%
WEG
562
World Equity Group
Illinois
$1.37M +$701K +13,054 +97%
WTC
563
WhitTier Trust Company
Nevada
$1.37M -$19.4K -361 -1%
MWM
564
Modera Wealth Management
New Jersey
$1.36M -$94.2K -1,754 -6%
BB
565
Berkshire Bank
Massachusetts
$1.36M +$69.1K +1,288 +5%
CIBC Private Wealth Group
566
CIBC Private Wealth Group
Georgia
$1.35M -$218K -4,052 -13%
DBRC
567
D.B. Root & Company
Pennsylvania
$1.35M +$13K +243 +0.9%
PP
568
Paloma Partners
Connecticut
$1.35M +$1.4M +26,117 New
TFA
569
Transamerica Financial Advisors
Florida
$1.34M +$970K +18,063 +231%
AWM
570
Accurate Wealth Management
Florida
$1.33M +$310K +5,776 +28%
KRSITF
571
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.33M +$20.9K +390 +2%
CAM
572
Columbia Asset Management
Michigan
$1.33M +$20.1K +375 +1%
TMAM
573
Tokio Marine Asset Management
Japan
$1.32M +$38.3K +713 +3%
CCG
574
Ceeto Capital Group
Florida
$1.32M
OF
575
Outfitter Financial
Maine
$1.32M +$10.7K +200 +0.8%

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.