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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Evercore Wealth Management
New York
$573K -$2.69K -60 -0.5%
JHCP
627
Jackson Hole Capital Partners
Oklahoma
$572K +$6.51K +145 +1%
LFAS
628
Level Four Advisory Services
Texas
$571K +$269 +6 +0%
DMK
629
David M. Knott
$570K
RWA
630
Ropes Wealth Advisors
Massachusetts
$567K -$15.4K -344 -3%
PSUF
631
People's United Financial
Connecticut
$560K -$146K -3,260 -22%
NAM
632
NTV Asset Management
West Virginia
$559K -$3.86K -86 -0.7%
AIP
633
Ameritas Investment Partners
Nebraska
$557K +$1.93K +43 +0.4%
DWM
634
Dakota Wealth Management
Florida
$556K +$531K +11,820 New
BP
635
Ballentine Partners
Massachusetts
$547K -$354K -7,884 -40%
FFN
636
Focus Financial Network
Minnesota
$546K +$188K +4,196 +57%
QP
637
Quilter Plc
United Kingdom
$541K -$118K -2,633 -19%
WS
638
Wedbush Securities
California
$541K -$35K -780 -6%
CFA
639
CWS Financial Advisors
Michigan
$536K +$18K +400 +4%
RB
640
Rodgers Brothers
Pennsylvania
$535K -$695K -15,478 -58%
BHWM
641
Bar Harbor Wealth Management
New Hampshire
$534K -$3.01M -67,090 -86%
IFWM
642
Institute for Wealth Management
Colorado
$534K -$3.86K -86 -0.8%
PIM
643
Penobscot Investment Management
Massachusetts
$533K -$5.61K -125 -1%
SBIA
644
Sheaff Brock Investment Advisors
Indiana
$530K -$13K -290 -3%
BIAS
645
Beacon Investment Advisory Services
New Jersey
$529K -$154K -3,426 -23%
VIA
646
Vident Investment Advisory
Georgia
$527K -$42.8K -954 -8%
PAM
647
Paradigm Asset Management
New York
$526K -$94.3K -2,100 -16%
HT
648
HighTower Trust
Texas
$525K -$159K -3,546 -24%
HL
649
HeadInvest LLC
Maine
$524K +$121K +2,685 +32%
IMOV
650
Investment Management of Virginia
Virginia
$523K -$43.3K -965 -8%

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.