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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
RMDI
951
R.M. Davis Inc
Maine
$261K +$10.9K +211 +5%
CB
952
Cadence Bank
Mississippi
$261K +$246K +4,760 New
RBC
953
Roble Belko & Company
Pennsylvania
$259K -$40.2K -778 -14%
OL
954
Optas LLC
Texas
$258K +$243K +4,707 New
FNT
955
First Nebraska Trust
Nebraska
$256K
1WA
956
180 Wealth Advisors
Washington
$256K -$28K -541 -10%
AA
957
Apriem Advisors
California
$256K
ANRIA
958
American National Registered Investment Advisor
Texas
$255K
MAM
959
Morse Asset Management
Connecticut
$254K -$85.7K -1,658 -26%
SCM
960
Southport Capital Management
Tennessee
$253K -$53.7K -1,040 -18%
HT
961
Heritage Trust
Oklahoma
$252K +$7.08K +137 +3%
FM
962
Family Management
New York
$252K +$238K +4,612 New
BFIM
963
Beese Fulmer Investment Management
Ohio
$251K -$653K -12,631 -73%
DWM
964
Doyle Wealth Management
Florida
$249K -$20.5K -397 -8%
FHC
965
First Heartland Consultants
Missouri
$249K -$5.12K -99 -2%
CGL
966
Clarius Group LLC
Washington
$248K +$245K +4,741 New
FBT
967
First Bankers Trust
Kentucky
$247K -$47.9K -927 -17%
AIM
968
Aspen Investment Management
Michigan
$247K -$31.2K -603 -12%
RTC
969
Riverview Trust Company
Washington
$247K
CC
970
Chicago Capital
Illinois
$246K -$13.6K -263 -6%
AAS
971
Avantax Advisory Services
Texas
$245K -$98.1K -1,899 -30%
SPC
972
Stewart & Patten Company
California
$245K -$16.2K -314 -7%
P
973
Pitcairn
Pennsylvania
$243K -$3.2K -62 -1%
WPP
974
Whalerock Point Partners
Rhode Island
$241K -$20.5K -397 -8%
BCM
975
Boltwood Capital Management
California
$241K -$12.9K -249 -5%

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.