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1,520 hedge funds and large institutions have $22.6B invested in Dow Inc in 2022 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 568 increasing their positions, 550 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 81

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

14% more capital invested

Capital invested by funds: $19.8B → $22.6B (+$2.84B)

6% more funds holding

Funds holding: 1,4321,520 (+88)

3% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 550

0.04% more ownership

Funds ownership: 62.81%62.85% (+0.04%)

14% less call options, than puts

Call options by funds: $691M | Put options by funds: $803M

Holders
1,520
Holders Change
+88
Holders Change %
+6.15%
% of All Funds
24.43%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
197
Increased
568
Reduced
550
Closed
81
Calls
$691M
Puts
$803M
Net Calls
-$112M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
701
J.W. Coons Advisors
Ohio
$802K +$77.3K +1,582 +11%
RWA
702
Rainsberger Wealth Advisors
Colorado
$802K -$34.5K -707 -4%
PFO
703
Pathstone Family Office
New Jersey
$801K -$109K -2,226 -10%
MSAM
704
Moloney Securities Asset Management
Missouri
$801K -$61.1K -1,250 -7%
AWP
705
Ascent Wealth Partners
New York
$800K +$121K +2,484 +19%
SC
706
Searle & Co
Connecticut
$799K
LSA
707
Lion Street Advisors
Texas
$799K -$1.02M -20,900 -59%
CWS
708
Confluence Wealth Services
Pennsylvania
$795K -$93.5K -1,913 -11%
QI
709
Qtron Investments
Massachusetts
$786K -$65.9K -1,349 -8%
EL
710
Essex LLC
Illinois
$784K -$2.93K -60 -0.4%
KLWA
711
Kelly Lawrence W & Associates
California
$783K
PWLP
712
Prio Wealth Limited Partnership
Massachusetts
$781K -$245K -5,012 -24%
EM
713
Excalibur Management
Massachusetts
$778K -$35.7K -731 -5%
SGC
714
Slocum, Gordon & Co
Rhode Island
$773K +$750K +15,342 New
SP
715
Symmetry Partners
Connecticut
$761K
SC
716
Sawyer & Company
Massachusetts
$761K +$831 +17 +0.1%
CDH
717
Charles D. Hyman
$760K
IAA
718
Independent Advisor Alliance
North Carolina
$760K -$19.1K -391 -0.8%
SF
719
Symphony Financial
Texas
$756K +$269K +5,514 +62%
LIM
720
Longfellow Investment Management
Massachusetts
$754K
WFS
721
Widmann Financial Services
Maryland
$754K +$59.7K +1,223 +9%
RIA
722
Regal Investment Advisors
Michigan
$753K -$158K -3,229 -18%
WC
723
Westhampton Capital
North Carolina
$751K +$26.9K +550 +4%
BMCM
724
Bryn Mawr Capital Management
Pennsylvania
$750K +$727K +14,880 New
AC
725
Addison Capital
Pennsylvania
$746K +$22.5K +460 +3%