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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
AC
651
AXQ Capital
New Jersey
$913K +$950K +17,700 New
PA
652
Parallel Advisors
California
$912K +$14.6K +272 +2%
HPC
653
HM Payson & Co
Maine
$912K +$32.3K +602 +4%
S
654
SignatureFD
Georgia
$908K +$144K +2,688 +18%
JHCP
655
Jackson Hole Capital Partners
Oklahoma
$902K -$193K -3,595 -17%
RWB
656
RMR Wealth Builders
New Jersey
$899K +$644 +12 +0.1%
BFG
657
Bleakley Financial Group
New Jersey
$891K -$172K -3,203 -16%
BFA
658
Benedict Financial Advisors
Georgia
$889K -$8.75K -163 -0.9%
KWA
659
Kingswood Wealth Advisors
California
$882K +$918K +17,099 New
HFM
660
Hartford Financial Management
Connecticut
$876K -$2.2K -41 -0.2%
OHWP
661
Oak Harbor Wealth Partners
North Carolina
$875K +$14.8K +276 +2%
ONB
662
Old National Bancorp
Indiana
$868K -$1.5K -28 -0.2%
MCM
663
Mork Capital Management
California
$866K
CFB
664
Cullen/Frost Bankers
Texas
$862K +$16.1K +299 +2%
BC
665
Burney Company
Virginia
$860K -$6.07K -113 -0.7%
SA
666
Strategic Advisors
New York
$858K +$15.9K +297 +2%
HCA
667
Harbor Capital Advisors
Illinois
$854K
JIC
668
Johnson Investment Counsel
Ohio
$853K -$49.3K -918 -5%
SEC
669
Seven Eight Capital
New York
$852K +$887K +16,528 New
PAS
670
Park Avenue Securities
New York
$852K -$58K -1,081 -6%
HCM
671
Hodges Capital Management
Texas
$851K +$887K +16,514 New
CHC
672
City Holding Co
West Virginia
$850K +$26.4K +492 +3%
SCM
673
Shelton Capital Management
Colorado
$846K -$23.2K -432 -3%
PPP
674
Private Portfolio Partners
New Jersey
$845K -$34.9K -650 -4%
MMA
675
Miracle Mile Advisors
California
$843K -$322 -6 -0%

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.