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1,594 hedge funds and large institutions have $25.5B invested in Dow Inc in 2023 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 442 increasing their positions, 732 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $23.3B → $25.5B (+$2.22B)

6% more funds holding

Funds holding: 1,5031,594 (+91)

2.1% more ownership

Funds ownership: 64.28%66.38% (+2.1%)

6% more call options, than puts

Call options by funds: $794M | Put options by funds: $750M

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

40% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 732

Holders
1,594
Holders Change
+91
Holders Change %
+6.05%
% of All Funds
23.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
198
Increased
442
Reduced
732
Closed
84
Calls
$794M
Puts
$750M
Net Calls
+$43.9M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$65.6M -$2.85M -55,808 -4%
RJA
52
Raymond James & Associates
Florida
$63.4M -$4.3M -84,104 -7%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$62.7M +$61.3K +1,199 +0.1%
CS
54
Credit Suisse
Switzerland
$61.3M -$15.7M -306,553 -22%
F
55
FIFTHDELTA
United Kingdom
$61.3M +$57.1M +1,117,700 New
Deutsche Bank
56
Deutsche Bank
Germany
$61.2M -$4.66M -91,181 -8%
Empower Advisory Group
57
Empower Advisory Group
Colorado
$60.7M +$2.86M +55,942 +5%
Squarepoint
58
Squarepoint
New York
$58.3M +$3.88M +76,003 +8%
Citigroup
59
Citigroup
New York
$57M -$4.67M -91,445 -8%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$55.2M -$1.97M -38,500 -4%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$54.3M +$2.64M +51,751 +6%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$54.1M +$15.8M +310,000 +46%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$53.2M -$1.35M -26,443 -3%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$52.1M +$1.2M +23,520 +3%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$50.4M -$983K -19,237 -2%
Victory Capital Management
66
Victory Capital Management
Texas
$49.4M -$17.2M -337,278 -27%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$48.7M -$4.09M -80,004 -8%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$48.1M +$2.06M +40,276 +5%
Renaissance Technologies
69
Renaissance Technologies
New York
$46.8M +$43.6M +852,500 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$44.8M -$434K -8,496 -1%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$44.8M -$31.4K -614 -0.1%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$44.6M -$412K -8,061 -1%
SAM
73
Storebrand Asset Management
Norway
$44.3M +$3.14M +61,464 +8%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$42.1M -$17.8M -348,533 -31%
Principal Financial Group
75
Principal Financial Group
Iowa
$42M -$343K -6,722 -0.9%

DOW Hedge Fund Activity: Q4 2023 in Review

1,594 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2023, worth a combined $25.5B — up 9.5% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new DOW positions and 84 closed out — a net gain of 114 holders — while 442 added to existing stakes and 732 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $750M. The largest seller was Millennium Management, cutting an estimated $144M.

  • 1,594 institutional investors held Dow Inc (DOW) as of Q4 2023, up from 1,503 in Q3 2023.
  • Funds reported $25.5B of Dow Inc stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 198 funds opened new Dow Inc positions in Q4 2023 and 84 closed out, a net change of +114 holders.
  • The largest Dow Inc buyer in Q4 2023 was Morgan Stanley, an estimated $750M added.
  • The largest Dow Inc seller in Q4 2023 was Millennium Management, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2023.