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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
776
Aull & Monroe Investment Management
Alabama
$366K -$84.8K -1,812 -19%
FIM
777
Fernwood Investment Management
Massachusetts
$365K +$9.36K +200 +3%
ICA
778
Infrastructure Capital Advisors
New York
$365K +$31.1K +664 +9%
IA
779
IFP Advisors
Florida
$363K +$360K +7,693 New
SBWM
780
Sunflower Bank Wealth Management
Arizona
$362K +$62.9K +1,343 +21%
SOAMC
781
Spirit of America Management Corp
New York
$361K
WI
782
Wintrust Investments
Illinois
$361K +$6.27K +134 +2%
MIP
783
Marietta Investment Partners
Wisconsin
$360K -$4.49K -96 -1%
MWP
784
MYCIO Wealth Partners
Pennsylvania
$360K +$4.96K +106 +1%
TBNY
785
Trustco Bank (New York)
New York
$356K -$1.12K -24 -0.3%
OAC
786
OMERS Administration Corp
Ontario, Canada
$353K -$18.7K -400 -5%
ACP
787
Aviance Capital Partners
Florida
$353K -$1.78K -38 -0.5%
UBV
788
United Bank (Virginia)
Virginia
$352K +$18.1K +387 +6%
IHL
789
Investment House LLC
California
$351K -$167K -3,564 -33%
CCM
790
Chickasaw Capital Management
Tennessee
$349K +$25.7K +550 +8%
MHIC
791
Marble Harbor Investment Counsel
Massachusetts
$345K +$5.8K +124 +2%
PFS
792
Physicians Financial Services
North Carolina
$341K +$55K +1,175 +20%
FA
793
FDx Advisors
Illinois
$339K -$163K -3,472 -33%
LA
794
Legacy Advisors
Pennsylvania
$336K -$4.21K -90 -1%
OIM
795
Orca Investment Management
Oregon
$333K -$573K -12,232 -64%
VFA
796
Valeo Financial Advisors
Indiana
$331K -$101K -2,157 -24%
CAM
797
Cresset Asset Management
Illinois
$331K +$43.4K +927 +15%
ECG
798
Edge Capital Group
Georgia
$329K -$40.3K -860 -11%
ACP
799
Ashfield Capital Partners
California
$328K -$14K -299 -4%
BOH
800
Bank of Hawaii
Hawaii
$326K -$20K -428 -6%

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.