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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
926
North Star Asset Management
Wisconsin
$226K +$222K +4,748 New
SC
927
Savant Capital
Illinois
$225K -$28.7K -614 -12%
ZIC
928
ZWJ Investment Counsel
Georgia
$225K +$26K +556 +13%
VDI
929
Vaughan David Investments
Illinois
$224K -$64.7K -1,383 -23%
TAM
930
Trillium Asset Management
Massachusetts
$224K +$219K +4,689 New
FNT
931
First Nebraska Trust
Nebraska
$223K +$421 +9 +0.2%
AA
932
Apriem Advisors
California
$223K
BCM
933
Boltwood Capital Management
California
$222K -$62.1K -1,327 -22%
ANRIA
934
American National Registered Investment Advisor
Texas
$222K
FHC
935
First Heartland Consultants
Missouri
$222K +$27.1K +578 +14%
JG
936
Jefferies Group
New York
$222K +$218K +4,649 New
MAM
937
Meeder Asset Management
Ohio
$221K +$160K +3,410 +277%
FFWA
938
FRG Family Wealth Advisors
Washington
$218K -$107K -2,288 -33%
RMDI
939
R.M. Davis Inc
Maine
$217K -$19.6K -419 -8%
WWM
940
Willingdon Wealth Management
North Carolina
$217K +$843 +18 +0.4%
OAM
941
Oxford Asset Management
United Kingdom
$216K +$212K +4,538 New
BAC
942
Boys Arnold & Co
North Carolina
$215K -$595K -12,711 -74%
P
943
Pitcairn
Pennsylvania
$215K -$24.2K -516 -10%
RPC
944
Rossmore Private Capital
Connecticut
$215K -$13.3K -284 -6%
RTC
945
Riverview Trust Company
Washington
$215K
HT
946
Heritage Trust
Oklahoma
$213K -$2.67K -57 -1%
GCM
947
Gables Capital Management
Florida
$212K -$609 -13 -0.3%
ZCA
948
Zeke Capital Advisors
Pennsylvania
$211K -$573K -12,236 -73%
OC
949
Oarsman Capital
Wisconsin
$211K
WP
950
WealthSource Partners
California
$210K +$206K +4,404 New

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.