We are live on ! Find out more

1,545 hedge funds and large institutions have $30.2B invested in Dow Inc in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 673 increasing their positions, 439 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 818 (+10)

86% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 102

53% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 439

10% more capital invested

Capital invested by funds: $27.4B → $30.2B (+$2.74B)

5% more funds holding

Funds holding: 1,4721,545 (+73)

8% less call options, than puts

Call options by funds: $854M | Put options by funds: $927M

1.12% less ownership

Funds ownership: 65.53%64.41% (-1.1%)

Holders
1,545
Holders Change
+73
Holders Change %
+4.96%
% of All Funds
24.37%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.28%
New
190
Increased
673
Reduced
439
Closed
102
Calls
$854M
Puts
$927M
Net Calls
-$72.3M
Net Calls Change
-$28.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NRS
826
Neville Rodie & Shaw
New York
$636K -$20.1K -333 -3%
BHC
827
Bowen Hanes & Co
Florida
$636K
KFP
828
KMG Fiduciary Partners
Ohio
$636K +$602K +9,980 New
IF
829
Intrua Financial
Texas
$634K -$6.03K -100 -1%
FUBT
830
First United Bank & Trust
Maryland
$634K -$1.45K -24 -0.2%
MCP
831
Mirador Capital Partners
California
$634K +$157K +2,598 +35%
KCM
832
Kanawha Capital Management
Virginia
$630K -$65K -1,077 -10%
OA
833
Oxbow Advisors
Texas
$629K
AWE
834
Avidian Wealth Enterprises
Texas
$628K +$11.5K +191 +2%
AIP
835
Ameritas Investment Partners
Nebraska
$627K -$18.3K -304 -3%
CC
836
Courier Capital
New York
$627K +$57.9K +960 +11%
FIA
837
Foundations Investment Advisors
Arizona
$626K -$34.2K -567 -6%
WP
838
WealthPLAN Partners
Nebraska
$626K -$11.3K -187 -2%
GFA
839
Gifford Fong Associates
California
$626K
WIM
840
WealthPlan Investment Management
Nebraska
$626K +$568K +9,411 New
OPS
841
Orion Portfolio Solutions
Nebraska
$624K +$31.6K +524 +6%
BHWM
842
Bar Harbor Wealth Management
New Hampshire
$622K -$67K -1,110 -10%
CGA
843
Crescent Grove Advisors
Illinois
$622K +$354K +5,876 +152%
JWCA
844
J.W. Cole Advisors
Florida
$605K -$3.38K -56 -0.6%
RWA
845
Redhawk Wealth Advisors
Minnesota
$604K +$572K +9,480 New
CF
846
Centaurus Financial
California
$595K +$91.1K +1,510 +19%
CCM
847
Canal Capital Management
Virginia
$587K +$5.67K +94 +1%
FFM
848
Forum Financial Management
Illinois
$585K -$6.21K -103 -1%
Cohen & Steers
849
Cohen & Steers
New York
$584K
WDC
850
Woodward Diversified Capital
California
$580K +$65.7K +1,089 +14%

DOW Hedge Fund Activity: Q1 2022 in Review

1,545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2022, worth a combined $30.2B — up 10% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new DOW positions and 102 closed out — a net gain of 88 holders — while 673 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85.9M. The largest seller was Capital International Investors, cutting an estimated $598M.

  • 1,545 institutional investors held Dow Inc (DOW) as of Q1 2022, up from 1,472 in Q4 2021.
  • Funds reported $30.2B of Dow Inc stock for Q1 2022, up 10% quarter-over-quarter.
  • 190 funds opened new Dow Inc positions in Q1 2022 and 102 closed out, a net change of +88 holders.
  • The largest Dow Inc buyer in Q1 2022 was Morgan Stanley, an estimated $85.9M added.
  • The largest Dow Inc seller in Q1 2022 was Capital International Investors, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2022.