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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
726
Windsor Wealth Management
Indiana
$452K -$34.6K -740 -7%
TSWM
727
Triangle Securities Wealth Management
North Carolina
$452K +$749 +16 +0.2%
HCM
728
HGI Capital Management
New York
$448K -$93.6K -2,000 -18%
SWM
729
SVA Wealth Management
Wisconsin
$446K +$31.9K +681 +8%
NL
730
NWAM LLC
Washington
$445K +$24K +513 +6%
PPP
731
Private Portfolio Partners
New Jersey
$441K +$48.1K +1,027 +12%
RIM
732
Regent Investment Management
Kentucky
$440K -$57.8K -1,235 -12%
PA
733
Probity Advisors
Texas
$437K -$75.9K -1,621 -15%
BAM
734
Barrett Asset Management
New York
$435K -$56.7K -1,211 -12%
CYG
735
Clean Yield Group
Vermont
$432K
DJSG
736
D.J. St. Germain
Massachusetts
$430K -$39.1K -835 -8%
ST
737
Smithfield Trust
Pennsylvania
$429K -$1.31K -28 -0.3%
Cerity Partners
738
Cerity Partners
New York
$428K -$21.7K -463 -5%
SCM
739
Stumpf Capital Management
Arizona
$424K +$7.02K +150 +2%
CCG
740
Ceeto Capital Group
Florida
$421K
BFA
741
Benedict Financial Advisors
Georgia
$421K +$93.9K +2,007 +29%
LS
742
Livforsakringsbolaget Skandia
Sweden
$416K
TB
743
Terril Brothers
Missouri
$414K -$15.6K -333 -4%
AA
744
Ancora Advisors
Ohio
$413K -$2.3M -49,237 -85%
MCM
745
Manchester Capital Management
Vermont
$413K -$19.6K -419 -5%
CC
746
Cadinha & Co
Hawaii
$409K
Wolverine Trading
747
Wolverine Trading
Illinois
$407K -$1.37M -29,243 -77%
CRB
748
Chad R. Baker
$407K
CCB
749
Cutter & Co Brokerage
Missouri
$403K -$24.8K -530 -6%
CI
750
Capital Innovations
Wisconsin
$402K -$15K -320 -4%

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.