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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
SFM
751
Signet Financial Management
New Jersey
$501K +$103 +2 +0%
Millennium Management
752
Millennium Management
New York
$499K -$3.62M -70,160 -89%
Verition Fund Management
753
Verition Fund Management
Connecticut
$498K +$470K +9,102 New
CYG
754
Clean Yield Group
Vermont
$496K
TT
755
TI-Trust
Illinois
$490K +$462K +8,939 New
SCM
756
Stumpf Capital Management
Arizona
$488K
PG
757
Patten Group
Tennessee
$485K +$22K +426 +5%
CCG
758
Ceeto Capital Group
Florida
$484K
Carson Wealth (CWM LLC)
759
Carson Wealth (CWM LLC)
Nebraska
$482K
WWM
760
Willingdon Wealth Management
North Carolina
$481K +$219K +4,233 +93%
AIM
761
Anchor Investment Management
South Carolina
$480K -$92.4K -1,788 -17%
BBVA
762
Banco Bilbao Vizcaya Argentaria
Spain
$479K +$453K +8,767 New
NHC
763
Nicholas Hoffman & Company
Georgia
$478K -$71.7K -1,388 -14%
CAM
764
Cresset Asset Management
Illinois
$477K +$90.8K +1,758 +25%
SRAM
765
Spouting Rock Asset Management
Pennsylvania
$477K +$450K +8,712 New
TB
766
Terril Brothers
Missouri
$476K
ST
767
Smithfield Trust
Pennsylvania
$473K -$18.7K -361 -4%
CC
768
Cadinha & Co
Hawaii
$470K
EI
769
Ethic Inc
New York
$470K +$443K +8,583 New
CRB
770
Chad R. Baker
$468K
DHFB
771
Dixon Hubard Feinour & Brown
Virginia
$467K -$62.8K -1,216 -12%
HI
772
Hudock Inc
Pennsylvania
$464K +$366K +7,082 +452%
SAM
773
Secure Asset Management
Michigan
$464K +$438K +8,475 New
BAM
774
Barrett Asset Management
New York
$463K -$34.4K -666 -7%
BS
775
Boenning & Scattergood
Pennsylvania
$463K +$37.7K +730 +9%

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.