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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
701
Kestra Private Wealth Services
Texas
$420K +$401K +8,932 New
HFRG
702
Houlihan Financial Resource Group
Virginia
$419K +$361K +8,028 New
MCM
703
MAI Capital Management
Ohio
$417K -$45 -1 -0%
DPIM
704
Duff & Phelps Investment Management
Illinois
$417K +$13.5K +300 +4%
CCA
705
Checchi Capital Advisers
California
$416K +$39.9K +888 +11%
FA
706
FDx Advisors
Illinois
$413K -$69K -1,536 -15%
SCM
707
Stumpf Capital Management
Arizona
$412K
FNBOO
708
First National Bank of Omaha
Nebraska
$411K -$811K -18,054 -67%
DWT
709
Dorsey & Whitney Trust
South Dakota
$410K +$5.39K +120 +1%
WT
710
Washington Trust
Rhode Island
$410K +$43.3K +965 +12%
CIC
711
Carnegie Investment Counsel
Ohio
$409K -$25.5K -567 -6%
EP
712
Elkhorn Partners
Nebraska
$405K -$8.98K -200 -2%
ST
713
Smithfield Trust
Pennsylvania
$404K +$314 +7 +0.1%
AWE
714
Avidian Wealth Enterprises
Texas
$404K +$2.65K +59 +0.7%
CC
715
Cadinha & Co
Hawaii
$402K
MWM
716
Mission Wealth Management
California
$400K -$40K -890 -9%
GI
717
Gradient Investments
Minnesota
$398K -$10.8M -240,026 -97%
APW
718
Aurora Private Wealth
New Jersey
$398K +$141K +3,145 +59%
EM
719
ELCO Management
New York
$394K -$1.84K -41 -0.5%
CCM
720
Canal Capital Management
Virginia
$393K +$1.35K +30 +0.4%
IA
721
IFP Advisors
Florida
$392K +$64.1K +1,428 +21%
BSW
722
Buckingham Strategic Wealth
Missouri
$391K -$24.1K -536 -6%
DAS
723
Dynamic Advisor Solutions
Arizona
$390K -$323K -7,192 -46%
LNWWM
724
Laird Norton Wetherby Wealth Management
California
$390K +$2.52K +56 +0.7%
WC
725
Westhampton Capital
North Carolina
$389K

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.