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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
CAAS
626
Capital Asset Advisory Services
Michigan
$795K +$841K +16,284 New
CDH
627
Charles D. Hyman
$793K +$13.3K +258 +2%
BCM
628
Brookmont Capital Management
Texas
$787K -$80.7K -1,562 -10%
WJWM
629
Williams Jones Wealth Management
New York
$785K -$271K -5,243 -27%
HFBOT
630
Home Federal Bank of Tennessee
Tennessee
$785K +$36.9K +715 +5%
CS
631
Comerica Securities
Michigan
$779K +$62.9K +1,217 +9%
PT
632
Plimoth Trust
Massachusetts
$767K -$22.2K -430 -3%
NEI
633
Northwest & Ethical Investments
Ontario, Canada
$763K
PIA
634
Piedmont Investment Advisors
North Carolina
$763K +$123K +2,381 +21%
DWA
635
Douglass Winthrop Advisors
New York
$756K -$36K -696 -5%
WWM
636
Windsor Wealth Management
Indiana
$756K +$195K +3,767 +37%
UAS
637
United Asset Strategies
New York
$754K +$712K +13,783 New
HAM
638
Highstreet Asset Management
Ontario, Canada
$750K -$306K -5,914 -30%
NAM
639
NTV Asset Management
West Virginia
$750K +$98.5K +1,907 +16%
PIM
640
Penobscot Investment Management
Massachusetts
$749K
TAIM
641
TD Ameritrade Investment Management
Nebraska
$744K +$44.5K +861 +7%
LFAS
642
Level Four Advisory Services
Texas
$744K +$124K +2,392 +21%
CPA
643
Cowen Prime Advisors
New York
$742K
MSAM
644
Moloney Securities Asset Management
Missouri
$742K +$141K +2,735 +25%
AC
645
Addison Capital
Pennsylvania
$739K -$28.3K -547 -4%
CHJWM
646
Carlton Hofferkamp & Jenks Wealth Management
Texas
$734K +$229K +4,437 +40%
BI
647
Bramshill Investments
Florida
$731K +$690K +13,361 New
BAS
648
Brown Advisory Securities
Maryland
$730K +$18.1K +350 +3%
FMTCOCP
649
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$723K -$197K -3,809 -22%
DI
650
Diligent Investors
California
$723K -$36.9K -715 -5%

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.