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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
VDI
876
Vaughan David Investments
Illinois
$219K +$209K +4,658 New
GT
877
Greenleaf Trust
Michigan
$218K +$208K +4,640 New
SRC
878
Shufro Rose & Co
New York
$217K -$89.4K -1,991 -30%
JMFC
879
J.M. Forbes & Co
Massachusetts
$217K +$207K +4,606 New
HVIA
880
Hudson Valley Investment Advisors
New York
$217K +$207K +4,610 New
CA
881
Claro Advisors
Massachusetts
$216K +$206K +4,595 New
NME
882
Notis-McConarty Edward
$215K +$206K +4,587 New
BCB
883
Brian C. Broderick
$214K -$32.2K -716 -14%
VFM
884
Viking Fund Management
North Dakota
$212K
EP
885
Eudaimonia Partners
Tennessee
$212K +$180 +4 +0.1%
NSIM
886
North Star Investment Management
Illinois
$209K -$9.88K -220 -5%
ZIC
887
ZWJ Investment Counsel
Georgia
$209K +$200K +4,443 New
SCA
888
Snowden Capital Advisors
New York
$208K -$31K -690 -13%
FHB
889
First Hawaiian Bank
Hawaii
$208K +$198K +4,415 New
BCA
890
Bay Colony Advisors
Massachusetts
$208K +$199K +4,422 New
CFN
891
Cordasco Financial Network
Florida
$207K -$13.4K -299 -6%
EFSCE
892
Enterprise Financial Services Corp (EFSC)
Missouri
$207K -$3.59K -80 -2%
JCM
893
Janney Capital Management
Pennsylvania
$207K +$197K +4,396 New
IWC
894
Integrated Wealth Concepts
Massachusetts
$207K +$198K +4,405 New
RFM
895
Royal Fund Management
Florida
$207K +$198K +4,409 New
TTWM
896
TCV Trust & Wealth Management
Virginia
$206K +$196K +4,373 New
BG
897
Bollard Group
Massachusetts
$205K -$5.21K -116 -3%
MA
898
Mutual Advisors
Nebraska
$205K +$196K +4,358 New
FNT
899
First Nebraska Trust
Nebraska
$205K +$195K +4,348 New
RMDI
900
R.M. Davis Inc
Maine
$204K +$195K +4,341 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.