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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
701
Wealthspire Advisors (Maryland)
Maryland
$492K +$63.5K +1,356 +15%
LWAC
702
Laurel Wealth Advisors (California)
California
$490K +$75.4K +1,611 +19%
EB
703
Eastern Bank
Massachusetts
$484K -$72K -1,538 -13%
OA
704
Oxbow Advisors
Texas
$484K -$5.85K -125 -1%
NHC
705
Nicholas Hoffman & Company
Georgia
$482K -$2.76K -59 -0.6%
Carson Wealth (CWM LLC)
706
Carson Wealth (CWM LLC)
Nebraska
$482K
DWT
707
Dorsey & Whitney Trust
South Dakota
$482K +$24.9K +533 +6%
TC
708
Truvestments Capital
Florida
$480K +$278K +5,948 +144%
BMC
709
Beaton Management Company
Massachusetts
$480K +$472K +10,073 New
CL
710
CSS LLC
Illinois
$477K
NIM
711
Northeast Investment Management
Massachusetts
$476K -$117K -2,492 -20%
PP
712
PagnatoKarp Partners
Virginia
$473K +$465K +9,930 New
CA
713
Clearstead Advisors
Ohio
$470K -$31.2K -667 -6%
III
714
Independent Investors Inc
New York
$469K
PCM
715
Parsons Capital Management
Rhode Island
$468K -$220K -4,697 -32%
GFA
716
Gifford Fong Associates
California
$468K
FC
717
Ferris Capital
Massachusetts
$467K -$64.7K -1,383 -12%
HPCM
718
High Pointe Capital Management
Illinois
$467K -$7.49K -160 -2%
DHFB
719
Dixon Hubard Feinour & Brown
Virginia
$465K -$61.3K -1,310 -12%
FHA
720
Flagship Harbor Advisors
Massachusetts
$463K +$55.5K +1,186 +14%
FHB
721
First Hawaiian Bank
Hawaii
$462K -$255K -5,444 -36%
IAMOG
722
Investors Asset Management of Georgia
Georgia
$458K -$14.7K -313 -3%
MCG
723
MACRO Consulting Group
New Jersey
$458K +$13.9K +298 +3%
SA
724
Sicart Associates
New York
$456K
DSC
725
Duncker Streett & Co
Missouri
$454K -$11.5K -246 -3%

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.