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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
951
Sutton Wealth Advisors
Florida
$106K +$2.52K +56 +3%
HIA
952
Harbor Investment Advisory
Maryland
$100K +$26.3K +585 +38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
953
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$99K -$292K -6,497 -76%
SIC
954
Salem Investment Counselors
North Carolina
$99K -$449 -10 -0.5%
MRCM
955
M&R Capital Management
New Jersey
$98K
Bank Julius Baer & Co
956
Bank Julius Baer & Co
Switzerland
$98K +$12K +268 +15%
TSW
957
Thompson Siegel & Walmsley
Virginia
$97K
VRM
958
Vectors Research Management
New York
$93K +$30.5K +678 +41%
LTI
959
Laffer Tengler Investments
Tennessee
$92.6K +$26.8K +597 +44%
RBC
960
Roble Belko & Company
Pennsylvania
$91K
KPCM
961
Kings Point Capital Management
New York
$91K +$14.3K +318 +20%
IFAM
962
Institutional & Family Asset Management
Colorado
$87K -$2.56K -57 -3%
BEI
963
Benjamin Edwards Inc
Missouri
$85K
RCG
964
Rock Creek Group
District of Columbia
$85K +$80.7K +1,796 New
GSWM
965
Golden State Wealth Management
California
$85K +$81.5K +1,815 New
VCM
966
Versant Capital Management
Arizona
$82K +$2.6K +58 +3%
TC
967
Trust Company
Kansas
$82K +$5.75K +128 +8%
CYG
968
Clean Yield Group
Vermont
$82K +$45.9K +1,021 +142%
LB
969
Legacy Bridge
Iowa
$81K
LC
970
Lindbrook Capital
California
$80K +$1.08K +24 +1%
GTAM
971
Global Trust Asset Management
Florida
$80K +$56.2K +1,251 +258%
FFC
972
First Financial Corp
Indiana
$78K +$2.56K +57 +4%
TH
973
TCTC Holdings
Texas
$78K +$21.2K +473 +40%
EIM
974
Essex Investment Management
Massachusetts
$78K +$33.6K +748 +83%
FMB
975
Field & Main Bank
Kentucky
$77K +$9.88K +220 +15%

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.