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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
AC
676
Allstate Corporation
Illinois
$643K -$52 -1 -0%
BSW
677
Buckingham Strategic Wealth
Missouri
$642K +$14.3K +276 +2%
OCM
678
Orleans Capital Management
Louisiana
$637K
EFS
679
Essex Financial Services
Connecticut
$636K -$3.82K -74 -0.6%
AC
680
Abbrea Capital
California
$634K -$6.56K -127 -1%
MME
681
Meag Munich Ergo
Germany
$633K -$2.14M -41,358 -78%
BFO
682
Boston Family Office
Massachusetts
$632K -$87.8K -1,699 -13%
MYAM
683
Meiji Yasuda Asset Management
Japan
$630K -$30.5K -590 -5%
IIM
684
Ipswich Investment Management
Massachusetts
$629K -$13.2K -256 -2%
IMRF
685
Illinois Municipal Retirement Fund
Illinois
$625K +$590K +11,414 New
SC
686
Schulhoff & Co
Ohio
$624K
CFMC
687
Curbstone Financial Management Corp
New Hampshire
$623K -$12.9K -250 -2%
WA
688
WealthTrust Axiom
Pennsylvania
$617K -$21.3K -412 -4%
FHA
689
Flagship Harbor Advisors
Massachusetts
$616K +$78.8K +1,525 +16%
FG
690
Fiduciary Group
Georgia
$613K -$36.9K -715 -6%
TCOV
691
Trust Company of Vermont
Vermont
$611K -$7.8K -151 -1%
DJSG
692
D.J. St. Germain
Massachusetts
$611K +$110K +2,134 +24%
KIA
693
KCM Investment Advisors
California
$604K -$24.1K -466 -4%
EM
694
ELCO Management
New York
$604K -$568 -11 -0.1%
GD
695
Grandfield & Dodd
New York
$601K +$10.3K +199 +2%
CI
696
Conning Inc
Connecticut
$599K -$15.4K -299 -3%
JFL
697
Jarislowsky, Fraser Ltd
Quebec, Canada
$598K -$72.7K -1,407 -11%
SRC
698
Shufro Rose & Co
New York
$595K -$64.4K -1,246 -10%
KCPG
699
Kavar Capital Partners Group
Kansas
$595K -$47.6K -922 -8%
LNWWM
700
Laird Norton Wetherby Wealth Management
California
$591K -$28K -541 -5%

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.