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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
CCA
901
Checchi Capital Advisers
California
$294K -$10.4K -201 -4%
LC
902
LCNB Corp
Ohio
$293K -$22.8K -442 -8%
BAM
903
Berkshire Asset Management
Pennsylvania
$293K -$7.49K -145 -3%
WIS
904
Wright Investors Service
Connecticut
$293K -$2.69K -52 -1%
CHA
905
Carmichael Hill & Associates
Maryland
$291K -$9.71K -188 -3%
JCM
906
Janney Capital Management
Pennsylvania
$291K -$4.5K -87 -2%
JMFC
907
J.M. Forbes & Co
Massachusetts
$290K -$3.93K -76 -1%
CT
908
Chicago Trust
Illinois
$290K +$11.9K +230 +5%
BB
909
Busey Bank
Illinois
$290K +$16K +310 +6%
CPIG
910
Chicago Partners Investment Group
Illinois
$288K -$2.79K -54 -1%
ECM
911
Evergreen Capital Management
Washington
$288K +$16.4K +318 +6%
BB
912
Bell Bank
North Dakota
$286K
FSA
913
Fort Sheridan Advisors
Illinois
$285K +$42.6K +824 +19%
IA
914
IFP Advisors
Florida
$284K -$129K -2,504 -33%
CAM
915
Claret Asset Management
Quebec, Canada
$282K -$54.2K -1,049 -17%
AIP
916
Almanack Investment Partners
Pennsylvania
$282K +$517 +10 +0.2%
GT
917
Greenleaf Trust
Michigan
$281K +$265K +5,131 New
SFG
918
SevenBridge Financial Group
Pennsylvania
$280K -$11.8K -229 -4%
VDI
919
Vaughan David Investments
Illinois
$280K +$21.4K +414 +9%
PHS
920
Pekin Hardy Strauss
Illinois
$280K +$264K +5,113 New
CPO
921
Cerity Partners OCIO
New York
$279K -$13.4K -259 -4%
BFC
922
Bedel Financial Consulting
Indiana
$278K +$9.4K +182 +4%
IC
923
Investment Counsel
Michigan
$277K -$47.9K -927 -15%
BCP
924
Berkeley Capital Partners
Georgia
$277K +$262K +5,063 New
UBV
925
United Bank (Virginia)
Virginia
$275K -$121K -2,335 -32%

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.