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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
751
Corient Capital Partners
California
$350K +$10.5K +233 +3%
EM
752
Excalibur Management
Massachusetts
$348K +$22.4K +499 +7%
IF
753
Intrua Financial
Texas
$347K -$75.2K -1,674 -20%
RMCM
754
Reynders McVeigh Capital Management
Massachusetts
$347K -$63.1K -1,404 -16%
BFO
755
Boston Family Office
Massachusetts
$347K -$31K -691 -9%
SC
756
Savant Capital
Illinois
$347K -$8.53K -190 -3%
BCWM
757
Bartlett & Co Wealth Management
Ohio
$342K
BC
758
Bartlett & Co
Ohio
$342K
PL
759
Parthenon LLC
Kentucky
$341K
APP
760
Avantax Planning Partners
Iowa
$341K +$61.8K +1,377 +23%
RWB
761
RMR Wealth Builders
New Jersey
$340K +$68.5K +1,526 +27%
BHC
762
Bowen Hanes & Co
Florida
$339K -$32.9K -732 -9%
PG
763
Patten Group
Tennessee
$339K +$38.5K +858 +14%
MPCG
764
Matrix Private Capital Group
New York
$338K +$323K +7,193 New
BC
765
Burney Company
Virginia
$337K +$269 +6 +0.1%
APA
766
American Portfolios Advisors
New York
$332K -$15.5K -346 -5%
NFG
767
Next Financial Group
Texas
$330K -$16.8K -373 -5%
IAMOG
768
Investors Asset Management of Georgia
Georgia
$328K -$37.1K -825 -11%
CWP
769
CFM Wealth Partners
Texas
$327K +$162K +3,610 +107%
HH
770
Hilltop Holdings
Texas
$326K -$7.19K -160 -2%
FQ
771
First Quadrant
California
$325K -$151K -3,358 -33%
ML
772
McAdam LLC
Pennsylvania
$325K
FCH
773
Freestone Capital Holdings
Washington
$322K
RCM
774
Requisite Capital Management
Texas
$320K -$67.4K -1,500 -18%
BS
775
Boenning & Scattergood
Pennsylvania
$319K +$269 +6 +0.1%

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.