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1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
626
Ritholtz Wealth Management
New York
$1.04M -$91.6K -1,707 -8%
IFG
627
Independent Financial Group
California
$1.02M +$293K +5,458 +38%
HFBOT
628
Home Federal Bank of Tennessee
Tennessee
$1.01M -$3.54K -66 -0.3%
IIM
629
InTrack Investment Management
Vermont
$1M +$173K +3,217 +20%
SAM
630
Sawgrass Asset Management
Florida
$994K +$78K +1,453 +8%
PFA
631
Pathway Financial Advisers
Indiana
$990K +$1.03M +19,204 New
SYBT
632
Stock Yards Bank & Trust
Kentucky
$990K -$7.19K -134 -0.7%
RPCONE
633
Retirement Planning Company of New England
Rhode Island
$975K +$121K +2,256 +14%
SSB
634
Sandy Spring Bank
Maryland
$965K -$24.8K -462 -2%
LC
635
Lavaca Capital
Texas
$958K -$259K -4,827 -21%
MAM
636
Mystic Asset Management
Rhode Island
$957K -$16.1K -299 -2%
BHWM
637
Bar Harbor Wealth Management
New Hampshire
$956K -$33K -615 -3%
Dodge & Cox
638
Dodge & Cox
California
$955K -$26.4K -491 -3%
CNBT
639
Canandaigua National Bank & Trust
New York
$951K +$52K +968 +6%
TW
640
TrinityPoint Wealth
Connecticut
$951K -$31.1K -580 -3%
Lido Advisors
641
Lido Advisors
California
$950K +$98.5K +1,834 +11%
HWM
642
HB Wealth Management
Georgia
$948K +$181K +3,365 +22%
SXL
643
Summit X LLC
Missouri
$943K +$2.42K +45 +0.2%
HH
644
Hilltop Holdings
Texas
$942K +$263K +4,890 +37%
AWP
645
Ascent Wealth Partners
New York
$940K +$43.9K +817 +5%
ASBI
646
American State Bank (Iowa)
Iowa
$932K +$15.6K +291 +2%
CIM
647
CIM Investment Management
Pennsylvania
$931K -$22.8K -424 -2%
CWS
648
Confluence Wealth Services
Pennsylvania
$924K +$15.7K +293 +2%
ISWM
649
Independent Solutions Wealth Management
New York
$923K +$180K +3,353 +23%
EWA
650
EP Wealth Advisors
California
$923K -$267K -4,980 -22%

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.