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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
GLA
901
Good Life Advisors
Pennsylvania
$435K +$8.11K +151 +2%
MS
902
Maven Securities
Jersey
$432K -$1.64M -30,560 -78%
HL
903
HeadInvest LLC
Maine
$432K +$4.08K +76 +0.9%
TT
904
TI-Trust
Illinois
$432K
WPC
905
Wedmont Private Capital
Pennsylvania
$431K +$56.9K +1,060 +14%
QCG
906
Quadrant Capital Group
Ohio
$429K +$16.8K +312 +4%
GSEP
907
Golden State Equity Partners
California
$428K -$8.54K -159 -2%
CCM
908
Chickasaw Capital Management
Tennessee
$427K
CW
909
CreativeOne Wealth
Kansas
$427K +$24.6K +458 +6%
NS
910
NBC Securities
Alabama
$427K +$445K +8,290 New
FSA
911
Franklin Street Advisors
North Carolina
$426K -$9.72K -181 -2%
WFM
912
Wolff Financial Management
Michigan
$426K +$444K +8,270 New
RG
913
Rathbones Group
United Kingdom
$425K +$443K +8,249 New
KIG
914
Kowal Investment Group
Wisconsin
$425K +$17.2K +320 +4%
TCOT
915
Trust Company of Toledo
Ohio
$424K +$441K +8,219 New
MPAM
916
Murphy Pohlad Asset Management
Minnesota
$423K +$24.2K +450 +6%
IWA
917
IVC Wealth Advisors
Pennsylvania
$420K +$25K +465 +6%
MAG
918
MRA Advisory Group
New Jersey
$420K +$167K +3,120 +62%
MYAM
919
Meiji Yasuda Asset Management
Japan
$420K +$53.7K +1,000 +14%
EWA
920
Exencial Wealth Advisors
Oklahoma
$420K -$4.88K -91 -1%
KCFA
921
Key Client Fiduciary Advisors
New Jersey
$419K +$376 +7 +0.1%
MFG
922
Merit Financial Group
Georgia
$419K +$93.6K +1,743 +27%
AIP
923
Ameritas Investment Partners
Nebraska
$418K -$20.5K -381 -4%
PIM
924
Penobscot Investment Management
Massachusetts
$418K +$167K +3,102 +62%
AS
925
AM Squared
Hong Kong
$418K +$435K +8,100 New

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.