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1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
951
Vise Technologies
New York
$385K -$78.8K -1,467 -16%
KIA
952
KCM Investment Advisors
California
$384K -$98K -1,825 -20%
MIC
953
Meridian Investment Counsel
California
$380K -$19.8K -368 -5%
SC
954
SouthState Corp
Florida
$378K -$25.2K -469 -6%
PI
955
PFG Investments
New York
$375K -$61.5K -1,145 -14%
AWA
956
Aaron Wealth Advisors
Illinois
$374K -$2.09M -38,954 -84%
SC
957
Syon Capital
California
$373K +$388K +7,225 New
JE
958
JMAC Enterprises
Pennsylvania
$373K -$13.5K -251 -3%
CWA
959
Centennial Wealth Advisory
Michigan
$372K -$12.9K -241 -3%
NFG
960
Nations Financial Group
Iowa
$369K -$5.58K -104 -1%
CGL
961
Clarius Group LLC
Washington
$369K -$93.7K -1,745 -20%
WIC
962
Wilkins Investment Counsel
Massachusetts
$368K
JF
963
Jump Financial
Illinois
$367K +$382K +7,112 New
SWMP
964
Signature Wealth Management Partners
New Jersey
$367K
BP
965
Ballentine Partners
Massachusetts
$365K +$39.7K +740 +12%
BBNA
966
Bremer Bank National Association
Minnesota
$365K
BEI
967
Benjamin Edwards Inc
Missouri
$365K -$14.4K -269 -4%
IAS
968
Insigneo Advisory Services
Florida
$363K +$9.39K +175 +3%
NCM
969
Northwest Capital Management
Oregon
$361K +$10.5K +196 +3%
GLA
970
Great Lakes Advisors
Illinois
$361K +$375K +6,993 New
SAM
971
Secure Asset Management
Michigan
$359K +$163K +3,043 +78%
APP
972
Avantax Planning Partners
Iowa
$358K -$73.5K -1,370 -16%
PA
973
PSI Advisors
Florida
$357K +$66.4K +1,236 +22%
GRP
974
Global Retirement Partners
California
$356K -$35.7K -665 -9%
FCH
975
Freestone Capital Holdings
Washington
$356K -$7.25K -135 -2%

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.