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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
Fisher Asset Management
876
Fisher Asset Management
Washington
$315K -$48.3K -935 -14%
APP
877
Avantax Planning Partners
Iowa
$315K -$10K -194 -3%
CNAM
878
Campbell Newman Asset Management
Wisconsin
$315K
GLA
879
Good Life Advisors
Pennsylvania
$313K +$1.03K +20 +0.4%
SG
880
StoneX Group
New York
$312K +$25.4K +491 +9%
RWB
881
RMR Wealth Builders
New Jersey
$312K +$294K +5,696 New
EIP
882
Ellis Investment Partners
Pennsylvania
$311K -$12K -233 -4%
AOWM
883
Alpha Omega Wealth Management
Virginia
$310K -$3.41K -66 -1%
RG
884
Rikoon Group
New Mexico
$310K +$52 +1 +0%
RMA
885
Roffman Miller Associates
Pennsylvania
$309K -$26.1K -506 -8%
MWM
886
Mission Wealth Management
California
$309K +$5.32K +103 +2%
BJL
887
Brighton Jones LLC
Washington
$307K +$5.12K +99 +2%
EP
888
Eudaimonia Partners
Tennessee
$307K +$290K +5,605 New
CBTWT
889
Community Bank & Trust (Waco, Texas)
Texas
$306K -$25.2K -487 -8%
CIM
890
CIM Investment Management
Pennsylvania
$304K +$52 +1 +0%
HVIA
891
Hudson Valley Investment Advisors
New York
$304K +$2.63K +51 +0.9%
TAM
892
Townsend Asset Management
North Carolina
$304K +$287K +5,560 New
LS
893
Livforsakringsbolaget Skandia
Sweden
$303K -$165K -3,200 -37%
TTWM
894
TCV Trust & Wealth Management
Virginia
$303K -$13K -252 -4%
FFN
895
Focus Financial Network
Minnesota
$302K -$11.5K -223 -4%
SFG
896
Summit Financial Group
West Virginia
$301K -$30.1K -583 -10%
CWP
897
Capital Wealth Planning
Florida
$301K +$24.7K +478 +10%
GC
898
Grace Capital
Massachusetts
$297K
OIA
899
OneDigital Investment Advisors
Kansas
$295K +$1.96K +38 +0.7%
FTC
900
Farmers Trust Company
Ohio
$294K -$32.7K -632 -11%

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.