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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$421K +$99.2K +1,920 +33%
ZCA
802
Zeke Capital Advisors
Pennsylvania
$419K +$166K +3,219 +73%
MIP
803
Marietta Investment Partners
Wisconsin
$414K
IC
804
Inscription Capital
Texas
$414K +$47.5K +919 +14%
EB
805
Eastern Bank
Massachusetts
$413K -$135K -2,607 -26%
PWA
806
Providence Wealth Advisors
Illinois
$413K -$40.6K -786 -9%
FUBT
807
First United Bank & Trust
Maryland
$413K -$25.6K -495 -6%
MWM
808
Mattern Wealth Management
Kansas
$413K +$390K +7,555 New
MWP
809
MYCIO Wealth Partners
Pennsylvania
$409K -$4.24K -82 -1%
FIM
810
Fernwood Investment Management
Massachusetts
$408K -$10.3K -200 -3%
Jones Financial Companies
811
Jones Financial Companies
Missouri
$406K -$21.8K -422 -5%
AMIM
812
Aull & Monroe Investment Management
Alabama
$405K -$15.3K -297 -4%
OAC
813
OMERS Administration Corp
Ontario, Canada
$405K
MCM
814
Manchester Capital Management
Vermont
$402K -$68.6K -1,328 -15%
FA
815
FDx Advisors
Illinois
$402K +$12.2K +237 +3%
VFA
816
Valeo Financial Advisors
Indiana
$399K +$17.4K +336 +5%
CCFCSB
817
Cape Cod Five Cents Savings Bank
Massachusetts
$398K -$35.3K -684 -9%
LNC
818
Lincoln National Corp
Pennsylvania
$398K +$43.3K +839 +13%
APA
819
American Portfolios Advisors
New York
$396K +$93.5K +1,809 +33%
PL
820
Parthenon LLC
Kentucky
$395K +$373K +7,210 New
IC
821
IEQ Capital
California
$395K +$373K +7,221 New
SWM
822
SVA Wealth Management
Wisconsin
$394K -$112K -2,160 -23%
HL
823
HeadInvest LLC
Maine
$394K +$59.8K +1,158 +19%
RIM
824
Regent Investment Management
Kentucky
$393K -$106K -2,053 -22%
CCM
825
Chickasaw Capital Management
Tennessee
$393K -$6.82K -132 -2%

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.