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1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
701
Charles D. Hyman
$771K -$6.87K -128 -0.8%
GWM
702
Geneos Wealth Management
Colorado
$771K +$42.5K +791 +6%
HWA
703
Heartwood Wealth Advisors
Virginia
$769K -$100K -1,867 -11%
RL
704
Rogco LP
Oklahoma
$762K +$794K +14,787 New
MAS
705
Meeder Advisory Services
Ohio
$761K -$42.5K -792 -5%
IFU
706
iSAM Funds (UK)
United Kingdom
$761K +$792K +14,762 New
LIM
707
Leavell Investment Management
Alabama
$760K +$10.3K +191 +1%
FAB
708
First American Bank
Illinois
$760K +$2.31K +43 +0.3%
BFA
709
Beacon Financial Advisory
Ohio
$760K +$31.1K +580 +4%
DAM
710
Delta Asset Management
Tennessee
$758K -$1.99K -37 -0.3%
VI
711
Vestcor Inc
New Brunswick, Canada
$756K
PPC
712
Park Place Capital
Alabama
$755K +$60.8K +1,132 +8%
DWP
713
Daymark Wealth Partners
Ohio
$755K +$6.45M +120,173 +990%
EL
714
Essex LLC
Illinois
$753K +$23.8K +444 +3%
FFN
715
Focus Financial Network
Minnesota
$752K -$12K -223 -2%
PT
716
Plimoth Trust
Massachusetts
$751K +$13K +242 +2%
SBIA
717
Sheaff Brock Investment Advisors
Indiana
$750K -$25.3K -472 -3%
CIAS
718
Capital Investment Advisory Services
North Carolina
$749K +$42.8K +797 +6%
PG
719
Prostatis Group
Maryland
$749K -$28.3M -526,553 -97%
JWCA
720
J.W. Coons Advisors
Ohio
$745K -$16.9K -315 -2%
WSC
721
Wellington Shields & Co
New York
$744K -$7.36K -137 -0.9%
CK
722
Cohen Klingenstein
New York
$741K
OAM
723
Ostrum Asset Management
France
$736K -$14.2K -264 -2%
WC
724
Westhampton Capital
North Carolina
$734K -$18.7K -349 -2%
SP
725
Symmetry Partners
Connecticut
$734K -$46.4K -865 -6%

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.