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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
726
PagnatoKarp Partners
Virginia
$537K -$5.94K -115 -1%
WS
727
Wedbush Securities
California
$536K -$28.6K -553 -5%
FC
728
Ferris Capital
Massachusetts
$536K
SBWM
729
Sunflower Bank Wealth Management
Arizona
$535K +$113K +2,189 +29%
NFC
730
Northeast Financial Consultants
Connecticut
$531K -$7.11M -137,666 -93%
CA
731
Clearstead Advisors
Ohio
$530K -$9.56K -185 -2%
JWCA
732
J.W. Cole Advisors
Florida
$529K +$499K +9,662 New
IAMOG
733
Investors Asset Management of Georgia
Georgia
$527K
CFA
734
CWS Financial Advisors
Michigan
$526K +$497K +9,617 New
SA
735
Sicart Associates
New York
$524K
NIM
736
Northeast Investment Management
Massachusetts
$520K -$25.5K -493 -5%
DSC
737
Duncker Streett & Co
Missouri
$520K -$1.14K -22 -0.2%
FHB
738
First Hawaiian Bank
Hawaii
$519K -$10.7K -208 -2%
SOAMC
739
Spirit of America Management Corp
New York
$519K +$98.2K +1,900 +25%
HCM
740
HGI Capital Management
New York
$514K
FLI
741
Family Legacy Inc
South Carolina
$512K -$103 -2 -0%
Two Sigma Investments
742
Two Sigma Investments
New York
$509K +$480K +9,299 New
NSIM
743
North Star Investment Management
Illinois
$508K +$48.6K +940 +11%
BW
744
Bison Wealth
Georgia
$506K +$477K +9,240 New
NL
745
NWAM LLC
Washington
$505K -$5.53K -107 -1%
WAM
746
Wealthspire Advisors (Maryland)
Maryland
$503K -$58K -1,122 -11%
TSWM
747
Triangle Securities Wealth Management
North Carolina
$502K -$16.2K -313 -3%
CIAS
748
Capital Investment Advisory Services
North Carolina
$502K +$156K +3,019 +49%
OFS
749
OneAscent Financial Services
Alabama
$502K +$474K +9,181 New
PPP
750
Private Portfolio Partners
New Jersey
$501K -$5.74K -111 -1%

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.