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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$715K -$23.6K -525 -3%
LIM
577
Leavell Investment Management
Alabama
$715K -$4.85K -108 -0.7%
WSCM
578
Wellington Shields Capital Management
New York
$714K
FNBTCON
579
First National Bank & Trust Co of Newtown
Pennsylvania
$708K -$1.3K -29 -0.2%
Man Group
580
Man Group
United Kingdom
$706K +$104K +2,319 +18%
ADL
581
Asset Dedication LLC
California
$704K +$128K +2,860 +24%
S
582
SignatureFD
Georgia
$698K +$423K +9,418 +174%
PA
583
Parallel Advisors
California
$697K +$10K +223 +2%
MMHP
584
Murphy Middleton Hinkle & Parker
Georgia
$696K -$63.6K -1,417 -9%
FGA
585
Fortis Group Advisors
New Jersey
$696K +$665K +14,817 New
GIA
586
Gladstone Institutional Advisory
Florida
$695K +$664K +14,777 New
AP
587
Advisor Partners
California
$692K +$25K +556 +4%
FAB
588
First American Bank
Illinois
$691K
VI
589
Versor Investments
New York
$691K +$285K +6,355 +76%
RC
590
Roundview Capital
New Jersey
$687K -$18.9K -420 -3%
GCP
591
GSA Capital Partners
United Kingdom
$681K +$650K +14,464 New
ClearBridge Investments
592
ClearBridge Investments
New York
$680K -$45 -1 -0%
CT
593
Cambridge Trust
Massachusetts
$679K +$42.7K +950 +7%
PH
594
Pinnacle Holdings
Oklahoma
$666K -$362K -8,061 -36%
PNC
595
Park National Corp
Ohio
$663K -$466K -10,381 -42%
CIA
596
Capital Investment Advisors
Georgia
$663K -$24.9K -554 -4%
SP
597
Symmetry Partners
Connecticut
$663K +$633K +14,091 New
HKAM
598
Horizon Kinetics Asset Management
New York
$661K +$63K +1,403 +11%
PAWC
599
P.A.W. Capital
Connecticut
$659K -$89.8K -2,000 -13%
RIM
600
Rampart Investment Management
Connecticut
$657K -$948K -21,100 -60%

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.