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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
BC
951
Burleson & Co
California
$209K
FSA
952
Fort Sheridan Advisors
Illinois
$209K +$206K +4,391 New
ONST
953
Old North State Trust
North Carolina
$208K +$2.58K +55 +1%
HI
954
Horizon Investments
North Carolina
$207K -$6.23K -133 -3%
KFP
955
KMG Fiduciary Partners
Ohio
$206K -$53.8K -1,149 -21%
ERSOT
956
Employees Retirement System of Texas
Texas
$205K -$3.44M -73,525 -94%
MA
957
Mutual Advisors
Nebraska
$205K -$17.9K -382 -8%
DY
958
Dowling & Yahnke
California
$205K +$3.23K +69 +2%
LIA
959
LBMC Investment Advisors
Tennessee
$205K +$201K +4,294 New
RT
960
Rockland Trust
Massachusetts
$204K +$210K +4,489 New
BFA
961
Brendel Financial Advisors
New Hampshire
$203K
AF
962
Arrow Financial
New York
$202K -$9.74K -208 -5%
WP
963
WealthPLAN Partners
Nebraska
$202K +$176K +3,765 New
FPS
964
Fieldpoint Private Securities
Connecticut
$201K -$108K -2,312 -35%
JC
965
Jacobs & Co
California
$201K -$3.88K -83 -2%
SBSB
966
Sullivan, Bruyette, Speros & Blaney
Virginia
$201K -$2.58K -55 -1%
MMPW
967
Mitchell McLeod Pugh & Williams
Alabama
$201K
TWA
968
TCI Wealth Advisors
Arizona
$201K +$197K +4,210 New
QCG
969
Quadrant Capital Group
Ohio
$196K +$144K +3,076 +252%
OIA
970
Optimum Investment Advisors
Illinois
$195K -$37.3K -797 -16%
THWM
971
Taylor Hoffman Wealth Management
Virginia
$190K
CFN
972
Cordasco Financial Network
Florida
$186K
CFG
973
Citizens Financial Group
Rhode Island
$181K -$143K -3,060 -45%
FPB
974
First PREMIER Bank
South Dakota
$177K +$50.6K +1,080 +41%
PCM
975
Princeton Capital Management
New Jersey
$176K +$9.64K +206 +6%

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.