We are live on ! Find out more

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
CS
576
Comerica Securities
Michigan
$1.31M -$53.7K -1,000 -4%
WANY
577
Wealthspire Advisors (New York)
New York
$1.31M +$50.7K +944 +4%
MWM
578
Massachusetts Wealth Management
Massachusetts
$1.3M -$24.2K -451 -2%
KLCM
579
KG&L Capital Management
Louisiana
$1.3M +$18.1K +337 +1%
LNC
580
Lincoln National Corp
Pennsylvania
$1.29M +$118K +2,198 +10%
API
581
Advisor Partners II
California
$1.29M +$158K +2,941 +13%
FWA
582
FOCUS Wealth Advisors
Texas
$1.29M -$1.5K -28 -0.1%
AP
583
Appleton Partners
Massachusetts
$1.28M -$10.8K -202 -0.8%
RAM
584
Redmond Asset Management
Virginia
$1.28M -$134K -2,500 -9%
DI
585
Diligent Investors
California
$1.28M +$61.5K +1,146 +5%
CCMINC
586
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.27M +$9.82K +183 +0.7%
RWA
587
Rainsberger Wealth Advisors
Colorado
$1.27M +$57.6K +1,073 +5%
PFS
588
Prospera Financial Services
Texas
$1.27M +$401K +7,469 +43%
AWA
589
Arkadios Wealth Advisors
Georgia
$1.26M +$800K +14,900 +157%
GAM
590
Gotham Asset Management
New York
$1.25M -$2.02M -37,710 -61%
PCMM
591
Piedmont Capital Management (Montana)
Montana
$1.24M +$80.5K +1,500 +7%
SC
592
Samjo Capital
New York
$1.24M +$1.29M +24,003 New
CS
593
Candriam SCA
Luxembourg
$1.24M -$183K -3,407 -12%
IC
594
IEQ Capital
California
$1.23M +$62K +1,155 +5%
VanEck Associates
595
VanEck Associates
New York
$1.22M +$700K +13,034 +123%
P
596
Pitcairn
Pennsylvania
$1.21M +$26.7K +498 +2%
DAS
597
Dynamic Advisor Solutions
Arizona
$1.2M +$129K +2,396 +11%
1SB
598
1ST Source Bank
Indiana
$1.2M -$96.8K -1,803 -7%
CB
599
CNB Bank
Pennsylvania
$1.18M -$14.5K -271 -1%
CWP
600
Capital Wealth Planning
Florida
$1.18M -$80.2M -1,494,482 -98%

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.