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1,402 hedge funds and large institutions have $32B invested in Dow Inc in 2021 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 427 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 81

38% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 427

12% more call options, than puts

Call options by funds: $672M | Put options by funds: $599M

3% more funds holding

Funds holding: 1,3571,402 (+45)

0.25% less ownership

Funds ownership: 68.43%68.18% (-0.25%)

1% less capital invested

Capital invested by funds: $32.3B → $32B (-$360M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
1,402
Holders Change
+45
Holders Change %
+3.32%
% of All Funds
24.4%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
141
Increased
590
Reduced
427
Closed
81
Calls
$672M
Puts
$599M
Net Calls
+$73.3M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
SouthState Corp
Florida
$740K -$7.66K -116 -1%
CC
702
Centiva Capital
New York
$738K +$505K +7,648 +190%
MHS
703
M Holdings Securities
Oregon
$733K -$27.9K -422 -4%
MAFM
704
Mid Atlantic Financial Management
Pennsylvania
$733K -$27.3K -413 -3%
CT
705
Columbia Trust
Oregon
$730K +$87.6K +1,327 +13%
SWM
706
Spire Wealth Management
Virginia
$727K -$143K -2,172 -16%
CFA
707
CWS Financial Advisors
Michigan
$724K +$330 +5 +0%
Capstone Investment Advisors
708
Capstone Investment Advisors
New York
$723K +$755K +11,432 New
CS
709
Comerica Securities
Michigan
$721K -$39.7K -601 -5%
PAS
710
Park Avenue Securities
New York
$720K +$38.2K +578 +5%
NL
711
NWAM LLC
Washington
$718K -$198K -2,998 -21%
CIAS
712
Capital Investment Advisory Services
North Carolina
$718K -$65.9K -998 -8%
HL
713
HeadInvest LLC
Maine
$718K
LS
714
Livforsakringsbolaget Skandia
Sweden
$717K
Luther King Capital Management (LKCM)
715
Luther King Capital Management (LKCM)
Texas
$716K +$747K +11,314 New
EWM
716
Evercore Wealth Management
New York
$714K +$11.7K +177 +2%
EFS
717
Essex Financial Services
Connecticut
$712K
PP
718
Paloma Partners
Connecticut
$706K -$417K -6,310 -36%
BHWM
719
Bar Harbor Wealth Management
New Hampshire
$701K -$10.1K -153 -1%
LIM
720
Longfellow Investment Management
Massachusetts
$701K +$143K +2,161 +24%
WIC
721
Wilkins Investment Counsel
Massachusetts
$697K
IIM
722
Ipswich Investment Management
Massachusetts
$695K
DWA
723
Douglass Winthrop Advisors
New York
$694K -$153K -2,320 -17%
EH
724
Equitable Holdings
New York
$687K -$529K -8,015 -42%
NAM
725
NTV Asset Management
West Virginia
$687K +$13.2K +200 +2%

DOW Hedge Fund Activity: Q2 2021 in Review

1,402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q2 2021, worth a combined $32B — down 1.1% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new DOW positions and 81 closed out — a net gain of 60 holders — while 590 added to existing stakes and 427 trimmed.

The largest buyer was State Street, adding an estimated $113M. The largest seller was Capital Research Global Investors, cutting an estimated $181M.

  • 1,402 institutional investors held Dow Inc (DOW) as of Q2 2021, up from 1,357 in Q1 2021.
  • Funds reported $32B of Dow Inc stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 141 funds opened new Dow Inc positions in Q2 2021 and 81 closed out, a net change of +60 holders.
  • The largest Dow Inc buyer in Q2 2021 was State Street, an estimated $113M added.
  • The largest Dow Inc seller in Q2 2021 was Capital Research Global Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2021.