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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
776
Gilbert & Cook
Iowa
$733K -$4.48K -81 -0.6%
RIA
777
Regal Investment Advisors
Michigan
$730K -$5.91K -107 -0.8%
VCS
778
Vaughan & Co Securities
New Jersey
$729K -$64.6K -1,169 -8%
LSA
779
Lion Street Advisors
Texas
$727K
Kovitz Investment Group Partners
780
Kovitz Investment Group Partners
Illinois
$725K +$692K +12,523 New
PWP
781
Precedent Wealth Partners
Texas
$721K +$90.5K +1,638 +15%
ML
782
McAdam LLC
Pennsylvania
$719K +$115K +2,082 +20%
RPCONE
783
Retirement Planning Company of New England
Rhode Island
$719K -$390K -7,052 -36%
IWM
784
IHT Wealth Management
Illinois
$718K -$92.7K -1,678 -12%
IAMOG
785
Investors Asset Management of Georgia
Georgia
$717K -$235K -4,260 -26%
SWM
786
Spire Wealth Management
Virginia
$716K -$17.4K -315 -2%
WDC
787
Woodward Diversified Capital
California
$714K +$56.6K +1,025 +9%
PTC
788
Private Trust Company
Ohio
$714K -$39.8K -721 -6%
FZCM
789
Flynn Zito Capital Management
New York
$708K -$44.8K -810 -6%
JWM
790
JGP Wealth Management
Oregon
$708K +$675K +12,222 New
BMA
791
Brooks Moore & Associates
Tennessee
$707K
PAM
792
Paradigm Asset Management
New York
$707K
PRC
793
Pearl River Capital
Michigan
$704K +$120K +2,168 +22%
MAA
794
Mraz Amerine & Associates
California
$702K +$166 +3 +0%
DF
795
Donoghue Forlines
Massachusetts
$701K -$103K -1,862 -13%
BLC
796
Brown, Lisle/Cummings
Rhode Island
$698K +$3.54K +64 +0.5%
FNBTCON
797
First National Bank & Trust Co of Newtown
Pennsylvania
$695K -$3.54K -64 -0.5%
SAI
798
Savvy Advisors Inc
New York
$690K -$83.5K -1,511 -11%
DCM
799
Dudley Capital Management
Virginia
$684K +$442 +8 +0.1%
PVI
800
Pine Valley Investments
New Jersey
$680K -$92.1K -1,667 -12%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.