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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
SAM
726
Silvercrest Asset Management
New York
$734K +$4.08K +76 +0.5%
KLWA
727
Kelly Lawrence W & Associates
California
$732K -$26.8K -500 -3%
CQS
728
Credential Qtrade Securities
$730K +$8.59K +160 +1%
RFN
729
RDA Financial Network
Iowa
$728K -$27.1K -505 -3%
NSEDCP
730
NJ State Employees Deferred Compensation Plan
New Jersey
$726K
SCA
731
Snowden Capital Advisors
New York
$721K -$569K -10,606 -43%
BCP
732
Blue Chip Partners
Michigan
$721K -$249K -4,644 -25%
PVI
733
Pine Valley Investments
New Jersey
$711K +$39.6K +738 +6%
IF
734
Intrua Financial
Texas
$708K -$36K -670 -5%
ECM
735
ExodusPoint Capital Management
New York
$707K +$736K +13,711 New
FIA
736
Foundations Investment Advisors
Arizona
$702K +$56.2K +1,047 +8%
MA
737
Mutual Advisors
Nebraska
$701K +$62K +1,155 +9%
AIMCA
738
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$701K
FGAM
739
Financial Gravity Asset Management
Texas
$700K +$42.7K +796 +1,502%
SC
740
Savant Capital
Illinois
$697K -$19.9K -371 -3%
RIA
741
Realta Investment Advisors
Delaware
$696K -$10.6K -198 -1%
LIG
742
Lokken Investment Group
Delaware
$695K -$51.6K -961 -7%
CT
743
Columbia Trust
Oregon
$693K +$9.93K +185 +1%
MG
744
Mather Group
Illinois
$687K +$86.8K +1,617 +14%
RIA
745
Regal Investment Advisors
Michigan
$686K +$48.2K +897 +7%
RFA
746
Register Financial Advisors
Georgia
$685K -$117K -2,180 -14%
SAM
747
Shell Asset Management
Netherlands
$684K -$14.9K -277 -2%
SFA
748
Sequoia Financial Advisors
Ohio
$683K -$16.5K -308 -2%
SIG
749
Sargent Investment Group
Maryland
$675K +$91.8K +1,710 +15%
PG
750
Patten Group
Tennessee
$674K -$36.2K -675 -5%

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.