We are live on ! Find out more

1,432 hedge funds and large institutions have $19.8B invested in Dow Inc in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 575 increasing their positions, 530 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 530

2.29% less ownership

Funds ownership: 65.1%62.81% (-2.3%)

7% less funds holding

Funds holding: 1,5351,432 (-103)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less call options, than puts

Call options by funds: $643M | Put options by funds: $790M

19% less capital invested

Capital invested by funds: $24.4B → $19.8B (-$4.65B)

45% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 179

Holders
1,432
Holders Change
-103
Holders Change %
-6.71%
% of All Funds
24.67%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
99
Increased
575
Reduced
530
Closed
179
Calls
$643M
Puts
$790M
Net Calls
-$146M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
751
Ascent Wealth Partners
New York
$589K +$85.4K +1,685 +14%
IAMOG
752
Investors Asset Management of Georgia
Georgia
$587K +$5.07K +100 +0.8%
WSC
753
Wellington Shields & Co
New York
$584K -$6.74K -133 -1%
RWM
754
Ritholtz Wealth Management
New York
$584K +$146K +2,876 +28%
WEG
755
World Equity Group
Illinois
$584K -$150K -2,960 -18%
BAM
756
Blueshift Asset Management
New Jersey
$583K -$1.56M -30,694 -70%
CIAS
757
Capital Investment Advisory Services
North Carolina
$577K +$23.2K +457 +4%
FRM
758
Fox Run Management
Connecticut
$568K -$235K -4,639 -26%
AUB
759
Atlantic Union Bankshares
Virginia
$565K -$25.9K -511 -4%
VFA
760
Valeo Financial Advisors
Indiana
$565K +$5.12K +101 +0.8%
FNBT
761
FineMark National Bank & Trust
Florida
$564K -$349K -6,883 -35%
DAM
762
Delta Asset Management
Tennessee
$562K +$15.9K +314 +3%
HLOC
763
H.L. Ormond & Company
North Carolina
$558K -$10.4K -205 -2%
Lido Advisors
764
Lido Advisors
California
$558K +$15.4K +303 +3%
BMA
765
Brooks Moore & Associates
Tennessee
$557K
PG
766
Patten Group
Tennessee
$555K -$25.8K -509 -4%
OWP
767
Obermeyer Wealth Partners
Colorado
$554K -$71.4K -1,408 -10%
BFA
768
Beacon Financial Advisory
Ohio
$553K -$20K -394 -3%
FWCM
769
Ferguson Wellman Capital Management
Oregon
$553K -$5.37K -106 -0.8%
WIM
770
WealthPlan Investment Management
Nebraska
$553K +$553K +10,899 New
RIA
771
Recurrent Investment Advisors
Texas
$550K +$635K +12,525 New
IGWM
772
ICA Group Wealth Management
Colorado
$546K +$50.2K +991 +9%
AF
773
Advisornet Financial
Minnesota
$545K -$29.5K -581 -4%
ACP
774
Aviance Capital Partners
Florida
$544K +$51 +1 +0%
IFWM
775
Institute for Wealth Management
Colorado
$542K -$1.93K -38 -0.3%

DOW Hedge Fund Activity: Q3 2022 in Review

1,432 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2022, worth a combined $19.8B — down 19% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of DOW and 99 opened new positions — a net loss of 80 holders — while 530 trimmed existing stakes and 575 added.

The largest buyer was Invesco, adding an estimated $120M. The largest seller was Capital World Investors, cutting an estimated $350M.

  • 1,432 institutional investors held Dow Inc (DOW) as of Q3 2022, down from 1,535 in Q2 2022.
  • Funds reported $19.8B of Dow Inc stock for Q3 2022, down 19% quarter-over-quarter.
  • 99 funds opened new Dow Inc positions in Q3 2022 and 179 closed out, a net change of -80 holders.
  • The largest Dow Inc buyer in Q3 2022 was Invesco, an estimated $120M added.
  • The largest Dow Inc seller in Q3 2022 was Capital World Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q3 2022.