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1,512 hedge funds and large institutions have $24.2B invested in Dow Inc in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 570 increasing their positions, 622 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $706M | Put options by funds: $511M

0.34% less ownership

Funds ownership: 64.65%64.31% (-0.34%)

3% less capital invested

Capital invested by funds: $25B → $24.2B (-$782M)

8% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 622

2% less funds holding

Funds holding: 1,5381,512 (-26)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 110

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
1,512
Holders Change
-26
Holders Change %
-1.69%
% of All Funds
23.74%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
93
Increased
570
Reduced
622
Closed
110
Calls
$706M
Puts
$511M
Net Calls
+$195M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$66.6M +$2.89M +54,296 +5%
LPL Financial
52
LPL Financial
California
$66M +$2.58M +48,582 +4%
FNFDCM
53
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$65.6M +$692K +13,017 +1%
Victory Capital Management
54
Victory Capital Management
Texas
$65.2M -$13.2M -249,071 -17%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$64.1M -$52.4M -985,797 -45%
RJA
56
Raymond James & Associates
Florida
$63.8M -$3.66M -68,814 -5%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$59.6M -$965K -18,153 -2%
PCM
58
Penserra Capital Management
California
$56.6M +$6.18M +116,207 +12%
Empower Advisory Group
59
Empower Advisory Group
Colorado
$56.4M +$1.07M +20,086 +2%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$55.2M -$2.04M -38,462 -4%
AllianceBernstein
61
AllianceBernstein
Tennessee
$55M +$3.05M +57,326 +6%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$53.9M -$1.12M -21,145 -2%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$53.9M -$11.9M -224,546 -18%
CS
64
Credit Suisse
Switzerland
$52.9M -$521K -9,810 -1%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$50.6M -$168K -3,168 -0.3%
First Trust Advisors
66
First Trust Advisors
Illinois
$49M -$73.1M -1,375,523 -60%
American Century Companies
67
American Century Companies
Missouri
$48.8M -$10.7M -201,440 -18%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$48.1M +$102K +1,913 +0.2%
Renaissance Technologies
69
Renaissance Technologies
New York
$46.6M +$46.5M +874,600 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$45.7M +$108K +2,029 +0.2%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$45.4M -$3.08M -57,908 -6%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$43.4M -$1.59M -30,005 -4%
PAM
73
Panagora Asset Management
Massachusetts
$42.3M -$7.99M -150,275 -16%
SAM
74
Storebrand Asset Management
Norway
$41.6M +$3.51M +66,107 +9%
Principal Financial Group
75
Principal Financial Group
Iowa
$41.6M -$1.47M -27,599 -3%

DOW Hedge Fund Activity: Q2 2023 in Review

1,512 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q2 2023, worth a combined $24.2B — down 3.1% from $25B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of DOW and 93 opened new positions — a net loss of 17 holders — while 622 trimmed existing stakes and 570 added.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $99.1M sold.

  • 1,512 institutional investors held Dow Inc (DOW) as of Q2 2023, down from 1,538 in Q1 2023.
  • Funds reported $24.2B of Dow Inc stock for Q2 2023, down 3.1% quarter-over-quarter.
  • 93 funds opened new Dow Inc positions in Q2 2023 and 110 closed out, a net change of -17 holders.
  • The largest Dow Inc buyer in Q2 2023 was JP Morgan Chase, an estimated $191M added.
  • The largest Dow Inc seller in Q2 2023 was Arrowstreet Capital, an estimated $99.1M sold.

Based on aggregated 13F filings for Q2 2023.