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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
SC
676
Sawyer & Company
Massachusetts
$842K -$644 -12 -0.1%
N
677
Natixis
France
$841K -$2.06M -38,304 -70%
SHFA
678
SS&H Financial Advisors
Michigan
$839K +$873K +16,268 New
EGM
679
Engineers Gate Manager
New York
$827K -$2.38M -44,426 -73%
BCM
680
Birmingham Capital Management
Alabama
$826K -$11.2K -209 -1%
DAM
681
Doheny Asset Management
California
$822K -$61.7K -1,150 -7%
AF
682
Allworth Financial
California
$819K +$349K +6,507 +69%
FTDI
683
First Trust Direct Indexing
Massachusetts
$819K +$53.5K +996 +7%
DG
684
DMC Group
Alabama
$818K +$66.2K +1,234 +8%
SC
685
Searle & Co
Connecticut
$815K -$2.95K -55 -0.3%
RL
686
Ruffer LLP
United Kingdom
$813K
VFA
687
Valeo Financial Advisors
Indiana
$810K +$17K +316 +2%
EM
688
Excalibur Management
Massachusetts
$806K +$5.1K +95 +0.6%
CAGAS
689
Capital Advisory Group Advisory Services
Minnesota
$806K -$72.1K -1,343 -8%
LIM
690
Longfellow Investment Management
Massachusetts
$805K
Impax Asset Management Group
691
Impax Asset Management Group
United Kingdom
$802K -$33.3K -621 -4%
HAM
692
Hedges Asset Management
Nevada
$794K
JSC
693
Jackson Square Capital
California
$790K +$823K +15,325 New
CWM
694
C2C Wealth Management
Arizona
$789K
IA
695
IFP Advisors
Florida
$789K +$28.2K +525 +4%
PI
696
Pettee Investors
Connecticut
$788K -$40.2K -748 -5%
PWM
697
Perigon Wealth Management
California
$785K -$98.3K -1,831 -11%
WFS
698
Widmann Financial Services
Maryland
$782K +$12.3K +230 +2%
Arrowstreet Capital
699
Arrowstreet Capital
Massachusetts
$779K +$811K +15,103 New
MMHP
700
Murphy Middleton Hinkle & Parker
Georgia
$775K

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.