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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
OWP
776
Obermeyer Wealth Partners
Colorado
$632K +$9.13K +170 +1%
BW
777
Bison Wealth
Georgia
$631K +$2.58K +48 +0.4%
OWA
778
One Wealth Advisors
California
$629K +$5.64K +105 +0.9%
PWA
779
Providence Wealth Advisors
Illinois
$629K +$9.39K +175 +1%
GC
780
Gilbert & Cook
Iowa
$627K +$78.6K +1,465 +14%
ECU
781
Eisler Capital (US)
New York
$623K +$649K +12,085 New
NIM
782
NEOS Investment Management
Connecticut
$623K +$649K +12,085 New
CCM
783
Coldstream Capital Management
Washington
$622K +$118K +2,204 +22%
TFS
784
Thoroughbred Financial Services
Tennessee
$620K +$646K +12,035 New
PH
785
Pinnacle Holdings
Oklahoma
$620K -$53.4K -994 -8%
Fisher Asset Management
786
Fisher Asset Management
Washington
$615K +$168K +3,136 +36%
CFG
787
Citizens Financial Group
Rhode Island
$607K -$144K -2,682 -19%
DCM
788
Dudley Capital Management
Virginia
$604K -$26.4K -492 -4%
Fayez Sarofim & Co
789
Fayez Sarofim & Co
Texas
$599K +$44.7K +833 +8%
DAM
790
Diamant Asset Management
Connecticut
$598K +$16.6K +310 +3%
NHC
791
Nicholas Hoffman & Company
Georgia
$595K -$10.1K -188 -2%
IPW
792
Impact Partnership Wealth
Georgia
$595K +$588K +10,947 +1,871%
PNC
793
Park National Corp
Ohio
$593K +$112K +2,080 +22%
LNWWM
794
Laird Norton Wetherby Wealth Management
California
$592K -$19.8K -368 -3%
GT
795
Glenview Trust
Kentucky
$592K +$60.7K +1,130 +11%
WDC
796
Woodward Diversified Capital
California
$587K +$75.7K +1,411 +14%
MWM
797
Mission Wealth Management
California
$585K +$7.89K +147 +1%
CM
798
Caption Management
Oklahoma
$584K -$376K -7,000 -38%
DI
799
DFPG Investments
Utah
$575K -$9.88K -184 -2%
BBI
800
Baxter Bros Inc
Connecticut
$575K

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.