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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
ACM
801
Allred Capital Management
Texas
$326K -$14.1K -301 -4%
QCM
802
Quest Capital Management
Texas
$322K -$11.7K -249 -4%
MCM
803
MAI Capital Management
Ohio
$321K -$6.97K -149 -2%
AOWM
804
Alpha Omega Wealth Management
Virginia
$321K +$268K +5,729 New
BSA
805
Bull Street Advisors
Georgia
$321K +$316K +6,742 New
RWM
806
RBA Wealth Management
California
$319K -$81.9K -1,750 -21%
Fisher Asset Management
807
Fisher Asset Management
Washington
$319K -$54.4K -1,163 -15%
LNB
808
Ledyard National Bank
$319K -$8.71K -186 -3%
Voloridge Investment Management
809
Voloridge Investment Management
Florida
$319K +$314K +6,700 New
VCA
810
Verdence Capital Advisors
Maryland
$318K +$56.6K +1,210 +22%
IC
811
Inscription Capital
Texas
$317K +$311K +6,654 New
ADL
812
Asset Dedication LLC
California
$314K -$40.2K -859 -12%
BCB
813
Brian C. Broderick
$311K +$3.14K +67 +1%
SIS
814
Sound Income Strategies
Florida
$309K -$9.03K -193 -3%
AAS
815
Avantax Advisory Services
Texas
$308K -$86.5K -1,848 -22%
LNC
816
Lincoln National Corp
Pennsylvania
$307K -$45K -961 -13%
SAM
817
Shamrock Asset Management
Texas
$307K -$43.1K -920 -12%
NB
818
Northwest Bancshares
Pennsylvania
$303K -$32.6K -696 -10%
MAM
819
Morse Asset Management
Connecticut
$300K -$265K -5,666 -47%
CNC
820
Citizens & Northern Corp
Pennsylvania
$299K -$1.22K -26 -0.4%
PAM
821
Private Asset Management
California
$295K -$1.1M -23,499 -79%
CAM
822
Claret Asset Management
Quebec, Canada
$295K -$16.8K -359 -5%
CIAS
823
Capital Investment Advisory Services
North Carolina
$293K -$14K -300 -5%
RMA
824
Roffman Miller Associates
Pennsylvania
$293K +$288K +6,147 New
GJIC
825
Gamble Jones Investment Counsel
California
$292K

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.