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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
926
Signature Wealth Management Partners
New Jersey
$457K +$49.7K +900 +13%
HA
927
Herold Advisors
New York
$455K -$29.8K -539 -6%
EWM
928
Evercore Wealth Management
New York
$452K +$442 +8 +0.1%
KFC
929
Klingenstein Fields & Co
New York
$452K -$11.9K -216 -3%
AIP
930
Ameritas Investment Partners
Nebraska
$452K
IGWM
931
ICA Group Wealth Management
Colorado
$451K +$1.88K +34 +0.4%
EFG
932
Embree Financial Group
Illinois
$451K -$143K -2,587 -25%
AFG
933
Allegheny Financial Group
Pennsylvania
$451K +$38.7K +700 +10%
AWA
934
Aaron Wealth Advisors
Illinois
$450K +$27.4K +495 +7%
BIAS
935
Beacon Investment Advisory Services
New Jersey
$450K -$4.42K -80 -1%
BHPW
936
Beverly Hills Private Wealth
California
$449K +$41.9K +759 +11%
CG
937
Caprock Group
Idaho
$448K +$16.1K +291 +4%
MG
938
Mather Group
Illinois
$448K -$242K -4,374 -35%
FFM
939
Forum Financial Management
Illinois
$448K -$21.7K -393 -5%
TCOT
940
Trust Company of Toledo
Ohio
$447K -$13.2K -238 -3%
WWM
941
Western Wealth Management
Colorado
$447K -$9.17K -166 -2%
NHC
942
Nicholas Hoffman & Company
Georgia
$446K -$91.2K -1,651 -18%
PFSC
943
Peoples Financial Services Corp
Pennsylvania
$445K -$4.7K -85 -1%
SSA
944
Sierra Summit Advisors
Nevada
$444K +$2.32K +42 +0.6%
NL
945
NWAM LLC
Washington
$443K -$16.6K -300 -4%
HSA
946
HBK Sorce Advisory
Pennsylvania
$443K -$66.8K -1,209 -14%
DP
947
Dearborn Partners
Illinois
$442K
ATC
948
Adirondack Trust Company
New York
$441K +$2.6K +47 +0.6%
FDS
949
First Dallas Securities
Texas
$439K -$254K -4,598 -38%
GAA
950
Global Assets Advisory
Florida
$439K +$1.41M +25,576 New

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.