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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCB
851
Brian C. Broderick
$356K
Lido Advisors
852
Lido Advisors
California
$355K +$39.6K +767 +13%
ACM
853
Allred Capital Management
Texas
$354K -$32.5K -629 -9%
MCM
854
MAI Capital Management
Ohio
$352K -$15.6K -301 -4%
CONA
855
Capital One National Association
New York
$351K +$331K +6,408 New
HI
856
Horizon Investments
North Carolina
$349K +$105K +2,037 +47%
FC
857
FORA Capital
Florida
$349K +$330K +6,383 New
PFS
858
Physicians Financial Services
North Carolina
$345K -$44.1K -854 -12%
CFGS
859
Concourse Financial Group Securities
Alabama
$345K +$196K +3,787 +151%
CNC
860
Citizens & Northern Corp
Pennsylvania
$344K
SIS
861
Sound Income Strategies
Florida
$339K -$15.6K -302 -5%
KFI
862
Key Financial Inc
Pennsylvania
$337K +$318K +6,159 New
NB
863
Northwest Bancshares
Pennsylvania
$336K -$11.4K -221 -3%
WWM
864
Western Wealth Management
Colorado
$336K +$620 +12 +0.2%
GJIC
865
Gamble Jones Investment Counsel
California
$335K
MAM
866
Meeder Asset Management
Ohio
$334K +$75.4K +1,459 +31%
CCP
867
Corient Capital Partners
California
$329K +$6.41K +124 +2%
SACTSONJ
868
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$328K
WSTAM
869
Wilbanks Smith & Thomas Asset Management
Virginia
$327K -$294K -5,683 -49%
FAM
870
Formidable Asset Management
Ohio
$326K +$318K +6,154 New
OI
871
Oakbrook Investments
Illinois
$324K -$731K -14,142 -70%
VVP
872
Venture Visionary Partners
Ohio
$324K +$307K +5,933 New
WDL
873
Well Done LLC
Michigan
$320K -$1.76K -34 -0.6%
CC
874
Cedar Capital
Illinois
$320K +$302K +5,840 New
CWM
875
Circle Wealth Management
New Jersey
$317K -$7.08K -137 -2%

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.