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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
826
J.W. Cole Advisors
Florida
$591K -$61.4K -1,092 -9%
IFWM
827
Institute for Wealth Management
Colorado
$591K -$14.5K -257 -2%
HCM
828
Hodges Capital Management
Texas
$588K +$637K +11,318 New
VCM
829
Virtue Capital Management
Tennessee
$588K -$16.9K -300 -3%
BFPW
830
BOK Financial Private Wealth
Colorado
$588K +$11.4K +203 +2%
LGF
831
LGT Group Foundation
Liechtenstein
$587K +$143K +2,546 +31%
AAS
832
Ameritas Advisory Services
Nebraska
$585K -$309K -5,487 -34%
WG
833
Welch Group
Alabama
$584K +$788 +14 +0.1%
NB
834
Northwest Bancshares
Pennsylvania
$582K -$41.9K -744 -7%
CAM
835
Cresset Asset Management
Illinois
$580K -$277K -4,928 -32%
SC
836
Schulhoff & Co
Ohio
$580K
PGIM
837
Pacific Global Investment Management
California
$580K +$12.8K +228 +2%
PNC
838
Park National Corp
Ohio
$576K -$24.8K -441 -4%
WA
839
WealthTrust Axiom
Pennsylvania
$574K +$15.8K +281 +3%
BW
840
Bison Wealth
Georgia
$574K +$675 +12 +0.1%
IIM
841
Ipswich Investment Management
Massachusetts
$573K -$17.4K -310 -3%
KCFA
842
Key Client Fiduciary Advisors
New Jersey
$571K +$24.2K +430 +4%
GC
843
Gilbert & Cook
Iowa
$561K +$176K +3,131 +44%
PI
844
PFG Investments
New York
$560K +$575K +10,220 New
HSA
845
HBK Sorce Advisory
Pennsylvania
$556K +$570K +10,135 New
CCM
846
Canal Capital Management
Virginia
$555K +$6.36K +113 +1%
GT
847
Glenview Trust
Kentucky
$554K +$23.6K +420 +4%
CCA
848
Checchi Capital Advisers
California
$554K +$10.4K +185 +2%
KWM
849
Keebeck Wealth Management
Illinois
$554K +$5.63K +100 +1%
MG
850
Mather Group
Illinois
$551K +$87.7K +1,559 +18%