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1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
876
Archer Investment Corporation
Indiana
$478K +$432K +8,050 +661%
OIA
877
OneDigital Investment Advisors
Kansas
$473K +$22.2K +413 +5%
GI
878
Gradient Investments
Minnesota
$473K -$35.2K -656 -7%
FNT
879
First Nebraska Trust
Nebraska
$470K -$6.76K -126 -1%
CBTWT
880
Community Bank & Trust (Waco, Texas)
Texas
$467K -$47.4K -882 -8%
FIM
881
Freedom Investment Management
Connecticut
$466K +$39.7K +739 +9%
SR
882
Syntax Research
Florida
$464K +$483K +8,994 New
SF
883
Summit Financial
New Jersey
$463K +$10K +187 +2%
CF
884
Centaurus Financial
California
$462K -$9.66K -180 -2%
HSA
885
HBK Sorce Advisory
Pennsylvania
$458K -$16.5K -308 -3%
Wellington Management Group
886
Wellington Management Group
Massachusetts
$456K +$474K +8,835 New
CC
887
Courier Capital
New York
$454K -$23.4K -435 -5%
WP
888
WealthSource Partners
California
$453K +$140K +2,614 +42%
ST
889
Smithfield Trust
Pennsylvania
$447K -$13.7K -255 -3%
WIM
890
WealthPlan Investment Management
Nebraska
$447K +$420K +7,821 +929%
SFI
891
Siemens Fonds Invest
Germany
$445K +$77.3K +1,440 +20%
SC
892
SRB Corp
Massachusetts
$445K +$464K +8,635 New
USB
893
Union Savings Bank
Connecticut
$444K +$26.2K +488 +6%
SFB
894
STAR Financial Bank
Indiana
$442K -$28.4K -529 -6%
CC
895
Cadinha & Co
Hawaii
$441K -$82.6K -1,539 -15%
HA
896
Herold Advisors
New York
$440K +$48.7K +907 +12%
CT
897
Chicago Trust
Illinois
$438K +$17K +316 +4%
WWM
898
Western Wealth Management
Colorado
$438K +$108K +2,010 +31%
MCM
899
Monument Capital Management
Virginia
$437K -$21.5K -400 -5%
TC
900
TownSquare Capital
Utah
$436K +$123K +2,297 +37%

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.