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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
851
Forvis Mazars Wealth Advisors
Missouri
$236K +$225K +5,007 New
EB
852
Eastern Bank
Massachusetts
$235K -$76.2K -1,697 -25%
WDL
853
Well Done LLC
Michigan
$235K -$24.9K -554 -10%
GC
854
Grace Capital
Massachusetts
$235K
SYBT
855
Stock Yards Bank & Trust
Kentucky
$234K -$26.2K -583 -10%
SC
856
Saybrook Capital
North Carolina
$234K
CCFCSB
857
Cape Cod Five Cents Savings Bank
Massachusetts
$233K -$8.13K -181 -4%
FCCM
858
First City Capital Management
Georgia
$233K -$6.24K -139 -3%
SWRP
859
Summit Wealth & Retirement Planning
California
$232K
AWA
860
Arete Wealth Advisors
Illinois
$232K +$220K +4,892 New
HR
861
Hayden Royal
North Carolina
$231K -$33.3K -742 -13%
TAM
862
Townsend Asset Management
North Carolina
$230K +$220K +4,898 New
BB
863
Busey Bank
Illinois
$229K -$18.3K -408 -8%
MFG
864
MidWestOne Financial Group
Iowa
$228K +$217K +4,838 New
1WA
865
180 Wealth Advisors
Washington
$226K -$8.08K -180 -4%
CHA
866
Carmichael Hill & Associates
Maryland
$226K +$9.12K +203 +4%
NDSI
867
Newman Dignan & Sheerar Inc
Rhode Island
$226K +$215K +4,795 New
WI
868
Wintrust Investments
Illinois
$226K +$215K +4,796 New
RG
869
Rikoon Group
New Mexico
$225K -$6.2K -138 -3%
LWM
870
Laidlaw Wealth Management
New York
$225K +$215K +4,780 New
FTC
871
Farmers Trust Company
Ohio
$224K -$28.1K -626 -12%
AWM
872
Altavista Wealth Management
North Carolina
$224K +$214K +4,764 New
MPAM
873
Murphy Pohlad Asset Management
Minnesota
$223K +$213K +4,750 New
AOWM
874
Alpha Omega Wealth Management
Virginia
$219K +$209K +4,649 New
ANRIA
875
American National Registered Investment Advisor
Texas
$219K +$209K +4,653 New

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.