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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
WJWM
751
Williams Jones Wealth Management
New York
$669K -$15K -279 -2%
FZCM
752
Flynn Zito Capital Management
New York
$668K -$42.9K -799 -6%
BSW
753
Buckingham Strategic Wealth
Missouri
$668K +$71.5K +1,331 +11%
CT
754
Cambridge Trust
Massachusetts
$663K -$7.68K -143 -1%
SGC
755
Slocum, Gordon & Co
Rhode Island
$662K
PAM
756
Paradigm Asset Management
New York
$660K -$64.4K -1,200 -9%
PTC
757
Private Trust Company
Ohio
$659K -$34.7K -647 -5%
VCM
758
Virtue Capital Management
Tennessee
$656K
WA
759
Waverly Advisors
Alabama
$656K -$78.8K -1,467 -10%
SWM
760
Spire Wealth Management
Virginia
$655K +$110K +2,045 +19%
AAS
761
Ameritas Advisory Services
Nebraska
$654K +$355K +6,608 +105%
ACP
762
Aviance Capital Partners
Florida
$653K -$2.42K -45 -0.4%
I
763
InceptionR
California
$648K +$89.4K +1,665 +15%
BJL
764
Brighton Jones LLC
Washington
$646K +$167K +3,110 +33%
BMA
765
Brooks Moore & Associates
Tennessee
$645K +$54 +1 +0%
RB
766
Renasant Bank
Mississippi
$645K +$58.5K +1,090 +10%
MCP
767
Mirador Capital Partners
California
$644K +$19.2K +358 +3%
DTL
768
Dynamic Technology Lab
Singapore
$644K +$670K +12,486 New
CBOR
769
Community Bank of Raymore
Missouri
$644K
AAIS
770
ABN AMRO Investment Solutions
$643K -$174K -3,243 -21%
FFM
771
Forum Financial Management
Illinois
$641K +$1.56K +29 +0.2%
CIC
772
Carnegie Investment Counsel
Ohio
$641K -$85.7K -1,597 -11%
MSAM
773
Moloney Securities Asset Management
Missouri
$638K -$107K -1,989 -14%
FNBTCON
774
First National Bank & Trust Co of Newtown
Pennsylvania
$635K -$13.5K -252 -2%
MAA
775
Mraz Amerine & Associates
California
$634K +$161 +3 +0%

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.