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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
SIA
601
Sit Investment Associates
Minnesota
$884K -$510K -9,865 -38%
SC
602
Searle & Co
Connecticut
$882K -$13.4K -259 -2%
WSCM
603
Wellington Shields Capital Management
New York
$880K
EWM
604
Evercore Wealth Management
New York
$877K -$111K -2,146 -12%
SWP
605
Stratos Wealth Partners
Ohio
$875K -$41.4K -802 -5%
KCM
606
Kanawha Capital Management
Virginia
$868K -$42K -813 -5%
CK
607
Cohen Klingenstein
New York
$868K
HIC
608
Holderness Investments Company
North Carolina
$867K -$31.7K -613 -4%
FWIA
609
Fort Washington Investment Advisors
Ohio
$866K -$205K -3,959 -20%
BIA
610
Biondo Investment Advisors
Pennsylvania
$864K -$53.2K -1,030 -6%
SC
611
Sawyer & Company
Massachusetts
$855K +$62.7K +1,213 +8%
MAFM
612
Mid Atlantic Financial Management
Pennsylvania
$853K +$91.7K +1,774 +13%
PFS
613
Prospera Financial Services
Texas
$851K +$243K +4,712 +44%
SRAM
614
Stone Ridge Asset Management
New York
$848K +$82.7K +1,600 +12%
FNBTCON
615
First National Bank & Trust Co of Newtown
Pennsylvania
$841K -$26.8K -519 -3%
TMAM
616
Tokio Marine Asset Management
Japan
$839K
BBWA
617
Bell & Brown Wealth Advisors
California
$839K +$512K +9,915 +162%
GRQ
618
Gardner Russo & Quinn
Pennsylvania
$831K +$9.51K +184 +1%
ONB
619
Old National Bancorp
Indiana
$830K -$47K -910 -6%
GWM
620
Geneos Wealth Management
Colorado
$828K -$36.5K -707 -4%
BPC
621
Banque Pictet & Cie
Switzerland
$826K +$133K +2,580 +21%
SMC
622
Smith, Moore & Co
Missouri
$823K +$37K +717 +5%
IC
623
Intersect Capital
California
$807K +$56.3K +1,089 +8%
JWM
624
JGP Wealth Management
Oregon
$803K +$3.72K +72 +0.5%
RWA
625
Ropes Wealth Advisors
Massachusetts
$800K -$256K -4,959 -25%

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.