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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
AWA
926
Arete Wealth Advisors
Illinois
$275K -$827 -16 -0.3%
RIA
927
Realta Investment Advisors
Delaware
$275K +$9.14K +177 +4%
FPS
928
Fieldpoint Private Securities
Connecticut
$275K +$41.9K +811 +19%
TL
929
TowerView LLC
New York
$274K
AWM
930
Affinity Wealth Management
Delaware
$273K -$2.38K -46 -0.9%
OIA
931
Optimum Investment Advisors
Illinois
$273K +$45.9K +888 +22%
AWM
932
Altavista Wealth Management
North Carolina
$272K -$4.7K -91 -2%
SC
933
Saybrook Capital
North Carolina
$272K
CT
934
Columbia Trust
Oregon
$271K +$257K +4,965 New
DLA
935
Douglas Lane & Associates
New York
$270K -$27.5K -532 -10%
SWRP
936
Summit Wealth & Retirement Planning
California
$270K -$12.7K -245 -5%
NME
937
Notis-McConarty Edward
$270K
GCP
938
GSA Capital Partners
United Kingdom
$268K -$5.17K -100 -2%
MFG
939
MidWestOne Financial Group
Iowa
$268K +$254K +4,910 New
GDP
940
Great Diamond Partners
Maine
$267K +$253K +4,891 New
SCM
941
Sterneck Capital Management
Missouri
$266K -$59.7K -1,155 -19%
EH
942
Equitable Holdings
New York
$266K +$251K +4,854 New
CT
943
Clearstead Trust
Maine
$265K
KWM
944
Kingsview Wealth Management
Oregon
$265K +$250K +4,838 New
CRC
945
Curi RMB Capital
Illinois
$264K -$165K -3,202 -40%
YWP
946
YorkBridge Wealth Partners
New York
$264K -$7.39K -143 -3%
NFG
947
Nations Financial Group
Iowa
$264K +$2.43K +47 +1%
ZIC
948
ZWJ Investment Counsel
Georgia
$263K +$4.55K +88 +2%
BWP
949
Baldwin Wealth Partners
Massachusetts
$261K -$4.13K -80 -2%
SC
950
Savant Capital
Illinois
$261K +$2.84K +55 +1%

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.