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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
AMM
576
American Money Management
California
$824K -$55.1K -1,177 -6%
BAM
577
Brave Asset Management
New Jersey
$821K -$49K -1,047 -6%
BFIM
578
Beese Fulmer Investment Management
Ohio
$821K +$31.3K +669 +4%
RIM
579
Rampart Investment Management
Connecticut
$818K +$76.2K +1,628 +10%
FMTCOCP
580
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$811K +$13.4K +286 +2%
GIM
581
Greylin Investment Management
Virginia
$811K +$796K +17,015 New
MMHP
582
Murphy Middleton Hinkle & Parker
Georgia
$805K -$56.5K -1,206 -7%
BIA
583
Biondo Investment Advisors
Pennsylvania
$804K -$44.6K -953 -5%
OCM
584
One Capital Management
California
$803K +$35.8K +764 +5%
SWP
585
Stratos Wealth Partners
Ohio
$800K -$151K -3,235 -16%
KCM
586
Kanawha Capital Management
Virginia
$794K -$362K -7,729 -32%
AAA
587
Adams Asset Advisors
Texas
$794K +$780K +16,666 New
Assenagon Asset Management
588
Assenagon Asset Management
Luxembourg
$791K +$777K +16,600 New
MOS
589
MGO One Seven
Ohio
$785K +$64.2K +1,371 +9%
HIC
590
Holderness Investments Company
North Carolina
$784K -$13.2K -281 -2%
SC
591
Searle & Co
Connecticut
$780K -$10.9K -232 -1%
BRWM
592
B. Riley Wealth Management
Tennessee
$776K +$96.9K +2,069 +15%
ONB
593
Old National Bancorp
Indiana
$766K -$305K -6,505 -29%
WSCM
594
Wellington Shields Capital Management
New York
$766K +$230K +4,919 +44%
BCM
595
Brookmont Capital Management
Texas
$759K +$21.6K +461 +3%
FNBTCON
596
First National Bank & Trust Co of Newtown
Pennsylvania
$758K
Cetera Investment Advisers
597
Cetera Investment Advisers
Illinois
$757K +$165K +3,526 +29%
CK
598
Cohen Klingenstein
New York
$756K
GWM
599
Geneos Wealth Management
Colorado
$744K +$72.7K +1,553 +11%
GT
600
Glenview Trust
Kentucky
$731K -$23.4K -500 -3%

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.