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Dow Inc
DOW

Overview Fund Activity

1,529 hedge funds and large institutions have $24.9B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 654 increasing their positions, 484 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+17
Holders Change %
+1.12%
% of All Funds
24.47%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
150
Increased
654
Reduced
484
Closed
99
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$523M
2
Pzena Investment Management
Pzena Investment Management
New York
+$239M
3
BlackRock
BlackRock
New York
+$144M
4
Bank of America
Bank of America
North Carolina
+$83.7M
5
CCM
Cullen Capital Management
New York
+$80.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$321M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$81M
3
State Street
State Street
Massachusetts
-$60.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$56.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$55.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
901
Brighton Jones LLC
Washington
$465K +$31.5K +574 +7%
WIC
902
Wilkins Investment Counsel
Massachusetts
$464K – – –
IGWM
903
ICA Group Wealth Management
Colorado
$463K – – –
TT
904
TI-Trust
Illinois
$459K – – –
Luther King Capital Management (LKCM)
905
Luther King Capital Management (LKCM)
Texas
$457K +$48.5K +884 +12%
AWM
906
Avior Wealth Management
Nebraska
$455K +$330K +6,026 +265%
CCM
907
Chickasaw Capital Management
Tennessee
$454K – – –
WFM
908
Wolff Financial Management
Michigan
$453K – – –
ASA
909
Armstrong Shaw Associates
Connecticut
$453K – – –
EWM
910
Evercore Wealth Management
New York
$453K +$28.5K +519 +7%
PFSC
911
Peoples Financial Services Corp
Pennsylvania
$452K +$6.52K +119 +1%
APP
912
Avantax Planning Partners
Iowa
$450K -$10.4K -189 -2%
ICP
913
Interchange Capital Partners
Pennsylvania
$450K +$190K +3,500 +73%
BHPW
914
Beverly Hills Private Wealth
California
$449K +$91.4K +1,667 +26%
SC
915
SouthState Corp
Florida
$444K -$16.4K -300 -4%
DI
916
DFPG Investments
Utah
$444K +$15.7K +286 +4%
SWA
917
Stratos Wealth Advisors
Ohio
$442K +$36K +656 +9%
DPIM
918
Duff & Phelps Investment Management
Illinois
$442K – – –
BFO
919
Biltmore Family Office
North Carolina
$442K +$713 +13 +0.2%
HA
920
Herold Advisors
New York
$442K +$3.78K +69 +0.9%
Fisher Asset Management
921
Fisher Asset Management
Washington
$441K +$52.4K +955 +13%
BFS
922
Bard Financial Services
Connecticut
$441K – – –
CGL
923
Clarius Group LLC
Washington
$440K +$2.58K +47 +0.6%
TFA
924
Transamerica Financial Advisors
Florida
$439K +$38.6K +704 +10%
DCM
925
Deuterium Capital Management
Florida
$437K +$167K +3,048 +62%
35 36
37
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