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1,545 hedge funds and large institutions have $30.2B invested in Dow Inc in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 673 increasing their positions, 439 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 818 (+10)

86% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 102

53% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 439

10% more capital invested

Capital invested by funds: $27.4B → $30.2B (+$2.74B)

5% more funds holding

Funds holding: 1,4721,545 (+73)

8% less call options, than puts

Call options by funds: $854M | Put options by funds: $927M

1.12% less ownership

Funds ownership: 65.53%64.41% (-1.1%)

Holders
1,545
Holders Change
+73
Holders Change %
+4.96%
% of All Funds
24.37%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.28%
New
190
Increased
673
Reduced
439
Closed
102
Calls
$854M
Puts
$927M
Net Calls
-$72.3M
Net Calls Change
-$28.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
676
HighTower Trust
Texas
$1.02M +$24.6K +407 +3%
LNC
677
Lincoln National Corp
Pennsylvania
$1.02M +$260K +4,305 +37%
SC
678
Searle & Co
Connecticut
$1.01M
EL
679
Essex LLC
Illinois
$1.01M +$23.8K +394 +3%
RPCONE
680
Retirement Planning Company of New England
Rhode Island
$1.01M +$39.9K +662 +4%
BCP
681
Berkeley Capital Partners
Georgia
$1.01M +$499K +8,271 +110%
FPS
682
Fieldpoint Private Securities
Connecticut
$1.01M +$475K +7,870 +99%
LGF
683
LGT Group Foundation
Liechtenstein
$1.01M +$523K +8,668 +124%
OHWP
684
Oak Harbor Wealth Partners
North Carolina
$1M -$16.5K -274 -2%
LIM
685
Leavell Investment Management
Alabama
$991K -$51.9K -861 -5%
EM
686
Excalibur Management
Massachusetts
$991K +$19K +315 +2%
Carson Wealth (CWM LLC)
687
Carson Wealth (CWM LLC)
Nebraska
$988K +$318K +5,276 +52%
CCMD
688
Cypress Capital Management (Delaware)
Delaware
$984K -$5.9M -97,791 -86%
ANTB
689
AMG National Trust Bank
Colorado
$982K -$6.94K -115 -0.7%
PT
690
Plimoth Trust
Massachusetts
$971K +$6.33K +105 +0.7%
SC
691
Sawyer & Company
Massachusetts
$968K
FTDI
692
First Trust Direct Indexing
Massachusetts
$961K +$48.7K +808 +6%
WJWM
693
Williams Jones Wealth Management
New York
$960K +$210K +3,482 +30%
KLWA
694
Kelly Lawrence W & Associates
California
$959K -$154K -2,547 -14%
PAWC
695
P.A.W. Capital
Connecticut
$956K
MMHP
696
Murphy Middleton Hinkle & Parker
Georgia
$955K -$6.51K -108 -0.7%
LIM
697
Longfellow Investment Management
Massachusetts
$955K
CT
698
Chicago Trust
Illinois
$953K +$454K +7,531 +101%
IC
699
Intersect Capital
California
$946K +$310K +5,141 +53%
CAGAS
700
Capital Advisory Group Advisory Services
Minnesota
$942K +$83.2K +1,379 +10%

DOW Hedge Fund Activity: Q1 2022 in Review

1,545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2022, worth a combined $30.2B — up 10% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new DOW positions and 102 closed out — a net gain of 88 holders — while 673 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85.9M. The largest seller was Capital International Investors, cutting an estimated $598M.

  • 1,545 institutional investors held Dow Inc (DOW) as of Q1 2022, up from 1,472 in Q4 2021.
  • Funds reported $30.2B of Dow Inc stock for Q1 2022, up 10% quarter-over-quarter.
  • 190 funds opened new Dow Inc positions in Q1 2022 and 102 closed out, a net change of +88 holders.
  • The largest Dow Inc buyer in Q1 2022 was Morgan Stanley, an estimated $85.9M added.
  • The largest Dow Inc seller in Q1 2022 was Capital International Investors, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2022.