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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
Mattern Wealth Management
Kansas
$407K +$91.9K +1,634 +28%
MCWS
952
McKinley Carter Wealth Services
West Virginia
$406K +$2.7K +48 +0.7%
BMWM
953
Brown Miller Wealth Management
Virginia
$406K -$33.7K -599 -7%
JCM
954
J2 Capital Management
Michigan
$405K +$1.46K +26 +0.4%
GRP
955
Global Retirement Partners
California
$403K +$56.8K +1,009 +15%
BEI
956
Benjamin Edwards Inc
Missouri
$403K +$108K +1,924 +35%
RCM
957
RB Capital Management
Nevada
$402K +$33K +587 +9%
IWA
958
IVC Wealth Advisors
Pennsylvania
$397K -$22.6K -401 -5%
SFI
959
Siemens Fonds Invest
Germany
$395K -$4.84K -86 -1%
RIA
960
Richwood Investment Advisors
Ohio
$390K -$19.7K -351 -5%
BBNA
961
Bremer Bank National Association
Minnesota
$388K
PWM
962
Perigon Wealth Management
California
$387K +$9.79K +174 +3%
RMDI
963
R.M. Davis Inc
Maine
$384K +$1.13K +20 +0.3%
GLA
964
Good Life Advisors
Pennsylvania
$381K +$3.04K +54 +0.8%
MFA
965
Mayflower Financial Advisors
Massachusetts
$379K -$5.68K -101 -1%
LW
966
Lauer Wealth
Indiana
$378K +$388K +6,895 New
BCM
967
Bluefin Capital Management
New York
$378K
Koshinski Asset Management
968
Koshinski Asset Management
Illinois
$377K +$21.5K +383 +6%
Capstone Investment Advisors
969
Capstone Investment Advisors
New York
$377K -$109K -1,945 -22%
PL
970
Parthenon LLC
Kentucky
$376K
DWP
971
Daymark Wealth Partners
Ohio
$375K +$36.3K +645 +10%
PFBT
972
Parkside Financial Bank & Trust
Missouri
$372K +$53.2K +946 +16%
TW
973
Transform Wealth
Colorado
$371K -$42K -747 -10%
CFA
974
Compass Financial Advisors
Indiana
$370K -$1.69K -30 -0.4%
MGIA
975
Moneta Group Investment Advisors
Missouri
$370K +$108K +1,928 +40%