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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
TMAM
601
Tokio Marine Asset Management
Japan
$731K +$43.2K +923 +6%
NA
602
NewEdge Advisors
Louisiana
$728K -$117K -2,492 -14%
ANTB
603
AMG National Trust Bank
Colorado
$720K -$8.75K -187 -1%
LP
604
LMR Partners
United Kingdom
$718K
GRQ
605
Gardner Russo & Quinn
Pennsylvania
$715K -$11K -235 -2%
PAWC
606
P.A.W. Capital
Connecticut
$715K +$117K +2,500 +20%
AP
607
Advisor Partners
California
$710K -$276K -5,905 -28%
IFWM
608
Institute for Wealth Management
Colorado
$710K -$139K -2,975 -17%
PWP
609
Principle Wealth Partners
Connecticut
$702K +$690K +14,732 New
ECM
610
Everence Capital Management
Indiana
$697K
BRWA
611
B. Riley Wealth Advisors
Florida
$695K +$11.1K +238 +2%
DWA
612
Douglass Winthrop Advisors
New York
$692K -$82.4K -1,760 -11%
PT
613
Plimoth Trust
Massachusetts
$688K -$125K -2,664 -16%
JWM
614
JGP Wealth Management
Oregon
$688K +$208K +4,437 +41%
SC
615
Sawyer & Company
Massachusetts
$687K -$18.9K -404 -3%
SMC
616
Smith, Moore & Co
Missouri
$682K +$123K +2,629 +22%
CDH
617
Charles D. Hyman
$678K -$9.41K -201 -1%
DT
618
Diversified Trust
Tennessee
$674K -$90.7K -1,937 -12%
AC
619
Addison Capital
Pennsylvania
$670K -$24K -513 -4%
NEI
620
Northwest & Ethical Investments
Ontario, Canada
$665K -$394K -8,414 -38%
AIP
621
Ameritas Investment Partners
Nebraska
$663K -$15.2K -325 -2%
DI
622
Diligent Investors
California
$663K +$33.8K +723 +5%
SRAM
623
Stone Ridge Asset Management
New York
$662K +$440K +9,400 +209%
MAFM
624
Mid Atlantic Financial Management
Pennsylvania
$658K +$10.5K +224 +2%
PIM
625
Penobscot Investment Management
Massachusetts
$652K -$61.5K -1,313 -9%

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.