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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
OTL
926
Oak Thistle LLC
New York
$417K +$434K +8,080 New
BFO
927
Biltmore Family Office
North Carolina
$415K
PMG
928
ProVise Management Group
Florida
$415K +$81.1K +1,510 +23%
BFS
929
Bard Financial Services
Connecticut
$415K
FHA
930
Flagship Harbor Advisors
Massachusetts
$413K -$15.3K -285 -3%
KFC
931
Klingenstein Fields & Co
New York
$413K +$430K +8,010 New
FCB
932
First County Bank
Connecticut
$412K +$91.9K +1,712 +27%
CWP
933
CFM Wealth Partners
Texas
$410K +$30.8K +574 +8%
BHPW
934
Beverly Hills Private Wealth
California
$409K -$366K -6,824 -46%
RA
935
RFG Advisory
Alabama
$408K +$77.5K +1,444 +22%
ECG
936
Edge Capital Group
Georgia
$406K -$1.36M -25,346 -76%
EWM
937
Evercore Wealth Management
New York
$405K -$22K -409 -5%
CIA
938
Choate Investment Advisors
Massachusetts
$405K +$422K +7,860 New
DPIM
939
Duff & Phelps Investment Management
Illinois
$403K -$13.2K -246 -3%
QT
940
Quantamental Technologies
New York
$402K -$424K -7,904 -50%
NL
941
NWAM LLC
Washington
$402K -$61.6K -1,147 -13%
PFSC
942
Peoples Financial Services Corp
Pennsylvania
$401K -$12.2K -227 -3%
RCM
943
RB Capital Management
Nevada
$401K +$3.17K +59 +0.8%
LWP
944
LMG Wealth Partners
Louisiana
$400K +$161 +3 +0%
SOS
945
Silver Oak Securities
Tennessee
$399K +$63.8K +1,189 +18%
SIA
946
Schechter Investment Advisors
Michigan
$397K -$14.7K -273 -3%
IGWM
947
ICA Group Wealth Management
Colorado
$394K
CI
948
Cigna Investments
Connecticut
$390K -$58.1K -1,083 -13%
MIP
949
Marietta Investment Partners
Wisconsin
$390K
MSWM
950
McGlone Suttner Wealth Management
Wisconsin
$386K +$27.3K +509 +7%

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.