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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
701
Hancock Whitney
Mississippi
$588K -$24.1K -467 -4%
MIC
702
Meridian Investment Counsel
California
$586K -$6.61K -128 -1%
BCWM
703
Bartlett & Co Wealth Management
Ohio
$585K -$3.36K -65 -0.6%
VCWA
704
Vanguard Capital Wealth Advisors
Colorado
$580K +$548K +10,613 New
MAM
705
Mastrapasqua Asset Management
Tennessee
$579K -$930 -18 -0.2%
DWT
706
Dorsey & Whitney Trust
South Dakota
$577K +$23.3K +451 +4%
MERSOM
707
Municipal Employees' Retirement System of Michigan
Michigan
$575K
Schroder Investment Management Group
708
Schroder Investment Management Group
United Kingdom
$573K -$3.33M -64,423 -86%
SNT
709
Security National Trust
West Virginia
$571K -$32.2K -623 -6%
BHBT
710
Burke & Herbert Bank & Trust
Virginia
$569K +$1.19K +23 +0.2%
KA
711
Kovack Advisors
Florida
$568K -$54.3K -1,051 -9%
MCG
712
MACRO Consulting Group
New Jersey
$567K +$42.4K +820 +9%
SYBT
713
Stock Yards Bank & Trust
Kentucky
$565K -$13.8K -267 -3%
IFWM
714
Institute for Wealth Management
Colorado
$561K -$240K -4,642 -31%
RE
715
RBC Europe
United Kingdom
$558K -$13.4K -259 -2%
OA
716
Oxbow Advisors
Texas
$556K
SA
717
Strategic Advisors
New York
$554K -$64.6K -1,251 -11%
BMC
718
Beaton Management Company
Massachusetts
$549K -$1.71K -33 -0.3%
CL
719
CSS LLC
Illinois
$548K
AF
720
Advisornet Financial
Minnesota
$547K -$73.8K -1,428 -13%
BOH
721
Bank of Hawaii
Hawaii
$541K +$157K +3,039 +44%
MMG
722
Monetary Management Group
Missouri
$540K -$91.3K -1,767 -15%
MC
723
MRJ Capital
New York
$540K -$74.9K -1,450 -13%
III
724
Independent Investors Inc
New York
$539K
GFA
725
Gifford Fong Associates
California
$538K

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.