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Dow Inc
DOW

1,520 hedge funds and large institutions have $22.6B invested in Dow Inc in 2022 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 568 increasing their positions, 550 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 81

50% more funds holding in top 10

Funds holding in top 10: 10 → 15 (+5)

14% more capital invested

Capital invested by funds: $19.8B → $22.6B (+$2.84B)

6% more funds holding

Funds holding: 1,432 → 1,520 (+88)

3% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 550

0.04% more ownership

Funds ownership: 62.81% → 62.85% (+0.04%)

14% less call options, than puts

Call options by funds: $691M | Put options by funds: $803M

Holders
1,520
Holders Change
+88
Holders Change %
+6.15%
% of All Funds
24.43%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
197
Increased
568
Reduced
550
Closed
81
Calls
$691M
Puts
$803M
Net Calls
-$112M
Net Calls Change
+$34.5M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
+$148M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$74.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$62.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$50.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$47.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$355M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$138M
3
Millennium Management
Millennium Management
New York
-$126M
4
Bank of America
Bank of America
North Carolina
-$58.5M
5
CCM
Cullen Capital Management
New York
-$45.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
801
Hancock Whitney
Mississippi
$583K -$15.4K -315 -3%
CBTWT
802
Community Bank & Trust (Waco, Texas)
Texas
$580K +$42.8K +877 +8%
VCM
803
Virtue Capital Management
Tennessee
$579K +$561K +11,481 New
Federated Hermes
804
Federated Hermes
Pennsylvania
$578K -$4.22M -86,370 -88%
NB
805
Northwest Bancshares
Pennsylvania
$572K -$29.6K -606 -5%
I
806
InceptionR
California
$567K +$550K +11,253 New
SLI
807
Sumitomo Life Insurance
Japan
$567K -$29.6K -605 -5%
FFM
808
Forum Financial Management
Illinois
$567K -$14K -286 -2%
BAM
809
Brave Asset Management
New Jersey
$566K +$28.6K +585 +5%
KIA
810
KCM Investment Advisors
California
$565K +$16.9K +345 +3%
AIMCA
811
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$564K -$4.53M -92,700 -89%
BBI
812
Baxter Bros Inc
Connecticut
$562K – – –
DMKJ
813
David M. Knott Jr
$561K – – –
PFA
814
Pettinga Financial Advisors
Indiana
$560K +$543K +11,105 New
ISWM
815
Independent Solutions Wealth Management
New York
$559K -$575K -11,768 -51%
LIG
816
Lokken Investment Group
Delaware
$559K +$542K +11,093 New
DP
817
Dearborn Partners
Illinois
$558K -$164K -3,350 -23%
IFWM
818
Institute for Wealth Management
Colorado
$556K -$63K -1,290 -10%
TAM
819
Townsend Asset Management
North Carolina
$552K -$4.25K -87 -0.8%
PNC
820
Park National Corp
Ohio
$551K -$27.4K -560 -5%
FHA
821
Flagship Harbor Advisors
Massachusetts
$549K +$153K +3,132 +40%
EP
822
Elkhorn Partners
Nebraska
$549K +$2.2K +45 +0.4%
BFG
823
Beacon Financial Group
Texas
$543K -$19.2K -393 -4%
IIM
824
Ipswich Investment Management
Massachusetts
$542K – – –
DAM
825
Doheny Asset Management
California
$542K -$428K -8,765 -45%
31 32
33
34 35

DOW Hedge Fund Activity: Q4 2022 in Review

1,520 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2022, worth a combined $22.6B — up 14% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new DOW positions and 81 closed out — a net gain of 116 holders — while 568 added to existing stakes and 550 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $148M. The largest seller was Capital International Investors, cutting an estimated $355M.

  • 1,520 institutional investors held Dow Inc (DOW) as of Q4 2022, up from 1,432 in Q3 2022.
  • Funds reported $22.6B of Dow Inc stock for Q4 2022, up 14% quarter-over-quarter.
  • 197 funds opened new Dow Inc positions in Q4 2022 and 81 closed out, a net change of +116 holders.
  • The largest Dow Inc buyer in Q4 2022 was Pzena Investment Management, an estimated $148M added.
  • The largest Dow Inc seller in Q4 2022 was Capital International Investors, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2022.