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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
676
Hartford Financial Management
Connecticut
$990K +$13.1K +237 +1%
EWA
677
EP Wealth Advisors
California
$972K -$33.8K -612 -4%
KWA
678
Kingswood Wealth Advisors
California
$967K +$118K +2,134 +15%
BJL
679
Brighton Jones LLC
Washington
$960K -$55.9K -1,012 -6%
ONB
680
Old National Bancorp
Indiana
$955K -$2.87K -52 -0.3%
ASBI
681
American State Bank (Iowa)
Iowa
$954K -$121K -2,193 -12%
PWM
682
Perigon Wealth Management
California
$950K +$46.4K +839 +5%
VFA
683
Valeo Financial Advisors
Indiana
$947K -$1.6K -29 -0.2%
S
684
SignatureFD
Georgia
$946K +$12.9K +234 +1%
SA
685
Strategic Advisors
New York
$937K -$22.5K -408 -2%
DG
686
DMC Group
Alabama
$932K +$34.1K +617 +4%
QWM
687
Quadcap Wealth Management
Texas
$932K -$149K -2,692 -14%
FCH
688
Freestone Capital Holdings
Washington
$932K +$503K +9,102 +130%
IIM
689
INTECH Investment Management
Florida
$931K +$334K +6,043 +60%
PS
690
Principal Securities
Iowa
$930K +$84.3K +1,525 +10%
GAM
691
Gotham Asset Management
New York
$929K +$378K +6,836 +74%
RL
692
Ruffer LLP
United Kingdom
$925K
CCM
693
Coldstream Capital Management
Washington
$925K +$188K +3,409 +27%
MAM
694
Mystic Asset Management
Rhode Island
$922K -$170K -3,076 -16%
SYBT
695
Stock Yards Bank & Trust
Kentucky
$922K -$32.6K -590 -4%
EM
696
Excalibur Management
Massachusetts
$914K +$9.56K +173 +1%
PPP
697
Private Portfolio Partners
New Jersey
$912K -$58.1K -1,052 -6%
LIM
698
Longfellow Investment Management
Massachusetts
$911K +$6.69K +121 +0.8%
BC
699
Burney Company
Virginia
$909K +$8.95K +162 +1%
BFA
700
Benedict Financial Advisors
Georgia
$909K -$111 -2 -0%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.