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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
NA
651
NewEdge Advisors
Louisiana
$720K -$108K -2,096 -14%
ST
652
Spinnaker Trust
Maine
$719K -$465 -9 -0.1%
RCA
653
Reitz Capital Advisors
Michigan
$714K -$8.53K -165 -1%
PAWC
654
P.A.W. Capital
Connecticut
$711K -$103K -2,000 -13%
BFA
655
Benedict Financial Advisors
Georgia
$706K +$210K +4,060 +46%
SAM
656
Sawgrass Asset Management
Florida
$705K +$28.4K +549 +4%
LWAC
657
Laurel Wealth Advisors (California)
California
$704K +$133K +2,568 +25%
VI
658
Vestcor Inc
New Brunswick, Canada
$704K +$664K +12,858 New
AT
659
Arden Trust
Delaware
$699K +$34K +658 +5%
MAA
660
Mraz Amerine & Associates
California
$690K
CT
661
Caldwell Trust
Florida
$688K +$649K +12,566 New
DMK
662
David M. Knott
$687K
AIP
663
Ameritas Investment Partners
Nebraska
$681K -$75.6K -1,463 -11%
NNP
664
Nachman Norwood & Parrott
South Carolina
$681K -$21.3K -413 -3%
PWP
665
Principle Wealth Partners
Connecticut
$679K -$120K -2,319 -16%
SFA
666
Sequoia Financial Advisors
Ohio
$678K +$641K +12,397 New
IMOV
667
Investment Management of Virginia
Virginia
$675K -$30.9K -598 -5%
S
668
SignatureFD
Georgia
$671K +$474K +9,167 +297%
IRF
669
IBM Retirement Fund
New York
$669K -$21.2K -411 -3%
OWP
670
Obermeyer Wealth Partners
Colorado
$667K +$630K +12,188 New
JHCP
671
Jackson Hole Capital Partners
Oklahoma
$661K
TC
672
Truvestments Capital
Florida
$660K +$103K +1,989 +20%
PFSC
673
Peoples Financial Services Corp
Pennsylvania
$656K -$15.4K -298 -2%
Pacer Advisors
674
Pacer Advisors
Pennsylvania
$655K -$3.47M -67,105 -85%
RMC
675
Resources Management Corp
Connecticut
$654K +$19.2K +372 +3%

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.