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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
IC
626
Intersect Capital
California
$651K +$119K +2,543 +23%
HFBOT
627
Home Federal Bank of Tennessee
Tennessee
$649K +$112K +2,382 +21%
CPA
628
Cowen Prime Advisors
New York
$646K
BFO
629
Boston Family Office
Massachusetts
$632K
RCA
630
Reitz Capital Advisors
Michigan
$630K +$132K +2,813 +27%
ST
631
Spinnaker Trust
Maine
$626K +$187 +4 +0%
BAS
632
Brown Advisory Securities
Maryland
$620K +$31.6K +676 +5%
CS
633
Comerica Securities
Michigan
$620K +$109K +2,336 +22%
IMOV
634
Investment Management of Virginia
Virginia
$617K -$10.1K -216 -2%
NNP
635
Nachman Norwood & Parrott
South Carolina
$613K -$39.2K -838 -6%
TAIM
636
TD Ameritrade Investment Management
Nebraska
$607K +$98K +2,094 +20%
IRF
637
IBM Retirement Fund
New York
$602K -$6.55K -140 -1%
MAA
638
Mraz Amerine & Associates
California
$601K
DMK
639
David M. Knott
$598K
BPC
640
Banque Pictet & Cie
Switzerland
$597K +$586K +12,519 New
QSS
641
Quantitative Systematic Strategies
Florida
$596K +$586K +12,518 New
LOAMS
642
Lombard Odier Asset Management (Switzerland)
Switzerland
$590K -$90.8K -1,939 -14%
BAM
643
Belpointe Asset Management
Nevada
$589K +$3.46K +74 +0.6%
SAM
644
Sawgrass Asset Management
Florida
$588K +$4.21K +90 +0.7%
JFL
645
Jarislowsky, Fraser Ltd
Quebec, Canada
$587K -$643K -13,744 -53%
PFSC
646
Peoples Financial Services Corp
Pennsylvania
$585K +$47 +1 +0%
AT
647
Arden Trust
Delaware
$577K -$170K -3,629 -23%
MYAM
648
Meiji Yasuda Asset Management
Japan
$577K
SRC
649
Shufro Rose & Co
New York
$577K +$567K +12,111 New
JHCP
650
Jackson Hole Capital Partners
Oklahoma
$576K +$289K +6,167 +104%

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.