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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
851
Next Financial Group
Texas
$275K +$109K +2,327 +67%
CPIG
852
Chicago Partners Investment Group
Illinois
$274K -$22.2K -474 -8%
CNAM
853
Campbell Newman Asset Management
Wisconsin
$274K
SFFS
854
Stonehage Fleming Financial Services
Jersey
$274K
FFN
855
Focus Financial Network
Minnesota
$274K -$10K -214 -4%
Lido Advisors
856
Lido Advisors
California
$272K -$169K -3,610 -39%
BEAM
857
Baker Ellis Asset Management
Washington
$272K
SCM
858
Southport Capital Management
Tennessee
$270K -$143K -3,053 -35%
RG
859
Rikoon Group
New Mexico
$270K +$94 +2 +0%
GLA
860
Good Life Advisors
Pennsylvania
$270K +$515 +11 +0.2%
BIAS
861
Beacon Investment Advisory Services
New Jersey
$269K +$60.4K +1,291 +30%
BCM
862
BTR Capital Management
California
$268K -$1.21M -25,939 -82%
CCA
863
Checchi Capital Advisers
California
$266K -$28.1K -601 -10%
CIM
864
CIM Investment Management
Pennsylvania
$264K -$30.1K -644 -10%
MWM
865
Mission Wealth Management
California
$264K +$47.1K +1,007 +22%
RBC
866
Roble Belko & Company
Pennsylvania
$263K +$213K +4,541 +467%
BAM
867
Berkshire Asset Management
Pennsylvania
$262K -$18.5K -395 -7%
HVIA
868
Hudson Valley Investment Advisors
New York
$262K -$16.9K -360 -6%
BJL
869
Brighton Jones LLC
Washington
$262K -$7.3K -156 -3%
CHA
870
Carmichael Hill & Associates
Maryland
$262K +$234 +5 +0.1%
EML
871
Eos Management LP
New York
$261K
DLA
872
Douglas Lane & Associates
New York
$260K -$796 -17 -0.3%
FBT
873
First Bankers Trust
Kentucky
$259K -$349K -7,450 -58%
FWM
874
Frontier Wealth Management
Missouri
$259K -$290K -6,204 -53%
GC
875
Grace Capital
Massachusetts
$259K +$254K +5,427 New

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.