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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Bar Harbor Wealth Management
New Hampshire
$1.05M -$619 -11 -0.1%
TRCT
652
Tower Research Capital (TRC)
New York
$1.05M -$636K -11,298 -37%
Dodge & Cox
653
Dodge & Cox
California
$1.05M -$30K -533 -3%
LNC
654
Lincoln National Corp
Pennsylvania
$1.05M -$81.1K -1,441 -7%
RWM
655
Ritholtz Wealth Management
New York
$1.05M +$338K +6,013 +46%
HI
656
Hoey Investments
Pennsylvania
$1.05M -$156K -2,777 -13%
Impax Asset Management Group
657
Impax Asset Management Group
United Kingdom
$1.03M +$57.5K +1,022 +6%
BFA
658
Benedict Financial Advisors
Georgia
$1.02M -$10.5K -186 -1%
SXL
659
Summit X LLC
Missouri
$1.02M -$47.8K -849 -4%
CFB
660
Cullen/Frost Bankers
Texas
$1.02M +$14.1K +250 +1%
ASBI
661
American State Bank (Iowa)
Iowa
$1.02M +$5.63K +100 +0.5%
CIM
662
CIM Investment Management
Pennsylvania
$1.01M +$49.8K +886 +5%
RFM
663
Royal Fund Management
Florida
$1.01M +$77.1K +1,371 +8%
SA
664
Strategic Advisors
New York
$1.01M +$506K +9,000 +96%
HPC
665
HM Payson & Co
Maine
$990K -$45.7K -812 -4%
Walleye Trading
666
Walleye Trading
New York
$988K -$2.57M -45,663 -72%
AFS
667
Access Financial Services
Minnesota
$984K -$80.7K -1,435 -7%
HT
668
HighTower Trust
Texas
$979K +$24.6K +437 +2%
SAM
669
Sawgrass Asset Management
Florida
$977K -$24.2K -431 -2%
SPA
670
Sherbrooke Park Advisers
New York
$976K -$501K -8,900 -33%
CNBT
671
Canandaigua National Bank & Trust
New York
$974K +$1,000K +17,767 New
KLWA
672
Kelly Lawrence W & Associates
California
$973K +$124K +2,200 +14%
BC
673
Burney Company
Virginia
$955K -$396K -7,041 -29%
RWB
674
RMR Wealth Builders
New Jersey
$954K -$4.95K -88 -0.5%
HFM
675
Hartford Financial Management
Connecticut
$954K -$12.5K -222 -1%

DOW Hedge Fund Activity: Q1 2023 in Review

1,538 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2023, worth a combined $25B — up 11% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 100 closed out — a net gain of 52 holders — while 657 added to existing stakes and 487 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $536M. The largest seller was Capital World Investors, cutting an estimated $330M.

  • 1,538 institutional investors held Dow Inc (DOW) as of Q1 2023, up from 1,520 in Q4 2022.
  • Funds reported $25B of Dow Inc stock for Q1 2023, up 11% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2023 and 100 closed out, a net change of +52 holders.
  • The largest Dow Inc buyer in Q1 2023 was JP Morgan Chase, an estimated $536M added.
  • The largest Dow Inc seller in Q1 2023 was Capital World Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q1 2023.