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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
676
Brown Advisory Securities
Maryland
$462K -$4.04K -90 -0.9%
GFA
677
Gifford Fong Associates
California
$462K
PWA
678
Providence Wealth Advisors
Illinois
$457K +$37.1K +827 +9%
PFSC
679
Peoples Financial Services Corp
Pennsylvania
$455K -$539 -12 -0.1%
FG
680
Fiduciary Group
Georgia
$453K -$17.7K -395 -4%
DZ Bank
681
DZ Bank
Germany
$452K
FWM
682
Frontier Wealth Management
Missouri
$451K
LOAMS
683
Lombard Odier Asset Management (Switzerland)
Switzerland
$450K +$430K +9,569 New
RE
684
RBC Europe
United Kingdom
$450K
SNT
685
Security National Trust
West Virginia
$448K -$23.4K -520 -5%
GT
686
Glenview Trust
Kentucky
$446K -$4K -89 -0.9%
VVP
687
Venture Visionary Partners
Ohio
$443K +$16.8K +375 +4%
MIC
688
Meridian Investment Counsel
California
$439K -$1.66K -37 -0.4%
VCA
689
Verdence Capital Advisors
Maryland
$438K +$10.8K +241 +3%
ISWM
690
Independent Solutions Wealth Management
New York
$434K +$8.53K +190 +2%
TFM
691
TFC Financial Management
Massachusetts
$432K +$412K +9,183 New
MAFM
692
Mid Atlantic Financial Management
Pennsylvania
$430K -$91.8K -2,043 -20%
SG
693
StoneX Group
New York
$429K +$29.1K +647 +8%
SFA
694
Sequoia Financial Advisors
Ohio
$428K -$17.4K -388 -4%
DJSG
695
D.J. St. Germain
Massachusetts
$427K -$7.28K -162 -2%
NHC
696
Nicholas Hoffman & Company
Georgia
$425K +$36.7K +818 +10%
IC
697
Intersect Capital
California
$423K +$3.73K +83 +0.9%
FSA
698
Franklin Street Advisors
North Carolina
$421K +$8.98K +200 +2%
OFS
699
OneAscent Financial Services
Alabama
$421K +$42.9K +955 +12%
GD
700
Grandfield & Dodd
New York
$420K

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.