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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
WI
801
Wahed Invest
New York
$574K +$45.8K +853 +8%
DMKJ
802
David M. Knott Jr
$574K
CIA
803
Capital Investment Advisors
Georgia
$574K -$16.6K -310 -3%
OCM
804
Orleans Capital Management
Louisiana
$570K +$2.42K +45 +0.4%
CCA
805
Checchi Capital Advisers
California
$568K -$3.22K -60 -0.5%
LFAS
806
Level Four Advisory Services
Texas
$568K -$106K -1,975 -15%
BFPW
807
BOK Financial Private Wealth
Colorado
$566K +$13.5K +251 +2%
CSC
808
Caldwell Sutter Capital
California
$565K -$28.5K -531 -5%
VF
809
Vest Financial
Virginia
$565K +$253K +4,711 +75%
QI
810
Qtron Investments
Massachusetts
$563K
EP
811
Elkhorn Partners
Nebraska
$561K -$36.7K -684 -6%
FNBT
812
FineMark National Bank & Trust
Florida
$556K -$3.6K -67 -0.6%
NB
813
Northwest Bancshares
Pennsylvania
$548K +$11.5K +214 +2%
ML
814
McAdam LLC
Pennsylvania
$547K +$10.5K +196 +2%
VF
815
Virtu Financial
New York
$547K +$570K +10,616 New
SG Americas Securities
816
SG Americas Securities
New York
$546K -$1.15M -21,485 -67%
IFWM
817
Institute for Wealth Management
Colorado
$546K -$1.88K -35 -0.3%
CPIG
818
Chicago Partners Investment Group
Illinois
$545K -$1.18K -22 -0.2%
DP
819
Dearborn Partners
Illinois
$545K -$103K -1,925 -15%
Capstone Investment Advisors
820
Capstone Investment Advisors
New York
$545K -$172K -3,208 -23%
HCP
821
Hexagon Capital Partners
Arkansas
$544K +$97K +1,807 +21%
HI
822
Hoey Investments
Pennsylvania
$543K -$102K -1,892 -15%
AP
823
Americana Partners
Texas
$543K -$775K -14,440 -58%
SF
824
Symphony Financial
Texas
$542K -$3.17K -59 -0.6%
IIM
825
Ipswich Investment Management
Massachusetts
$539K

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.