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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
MCA
576
Mercer Capital Advisers
New Jersey
$959K
GT
577
Glenview Trust
Kentucky
$958K +$111K +2,149 +14%
DT
578
Diversified Trust
Tennessee
$958K +$174K +3,367 +24%
GIC
579
Gantzert Investment Company
Illinois
$957K -$5.17K -100 -0.6%
BFA
580
Bragg Financial Advisors
North Carolina
$952K -$654K -12,657 -42%
JCM
581
Jacobi Capital Management
Pennsylvania
$950K +$39.1K +757 +4%
CF
582
Centaurus Financial
California
$941K -$12.8K -248 -1%
ECM
583
Everence Capital Management
Indiana
$941K +$132K +2,557 +17%
GIM
584
Greylin Investment Management
Virginia
$936K +$4.65K +90 +0.5%
RIA
585
Regal Investment Advisors
Michigan
$932K -$235K -4,550 -21%
VI
586
Versor Investments
New York
$925K -$2.98M -57,600 -77%
ASA
587
Armstrong Shaw Associates
Connecticut
$921K -$86.5K -1,675 -9%
BAM
588
Belpointe Asset Management
Nevada
$921K +$231K +4,464 +36%
DAM
589
Delta Asset Management
Tennessee
$920K -$106K -2,059 -11%
LIM
590
Leavell Investment Management
Alabama
$917K -$29K -561 -3%
RIM
591
Rampart Investment Management
Connecticut
$916K -$22.2K -430 -3%
ANTB
592
AMG National Trust Bank
Colorado
$916K +$83.8K +1,621 +11%
HFS
593
Haverford Financial Services
Pennsylvania
$912K -$1.39M -26,820 -62%
AAA
594
Adams Asset Advisors
Texas
$912K
LSV Asset Management
595
LSV Asset Management
Illinois
$912K +$697K +13,500 +426%
MOS
596
MGO One Seven
Ohio
$907K +$5.53K +107 +0.6%
CI
597
Cigna Investments
Connecticut
$904K -$110K -2,136 -10%
MMHP
598
Murphy Middleton Hinkle & Parker
Georgia
$901K -$22.6K -437 -3%
Impax Asset Management Group
599
Impax Asset Management Group
United Kingdom
$890K +$840K +16,256 New
Cetera Investment Advisers
600
Cetera Investment Advisers
Illinois
$885K +$16.4K +318 +2%

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.