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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
Acadian Asset Management
976
Acadian Asset Management
Massachusetts
$174K -$69.7K -1,488 -29%
HDIM
977
Hanson & Doremus Investment Management
Vermont
$173K +$2.95K +63 +2%
HCA
978
Heck Capital Advisors
Wisconsin
$171K +$3.6K +77 +2%
MRCM
979
M&R Capital Management
New Jersey
$165K -$1.5M -32,042 -90%
AM
980
Atwater Malick
Pennsylvania
$161K +$158K +3,382 New
AIC
981
Ameritas Investment Company
Nebraska
$160K +$152K +3,244 New
BRC
982
Bell Rock Capital
Delaware
$154K -$115K -2,462 -43%
PCM
983
Penserra Capital Management
California
$153K +$109K +2,323 +257%
SIAP
984
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$152K -$698K -14,907 -82%
WEC
985
Winslow Evans & Crocker
Massachusetts
$150K -$5.24K -112 -3%
LSV Asset Management
986
LSV Asset Management
Illinois
$150K
LJHT
987
Laurie J. Hall Trustee
$149K -$80.6K -1,722 -35%
CWM
988
Cedar Wealth Management
California
$149K -$5.38K -115 -4%
ZB
989
Zions Bancorporation
Utah
$148K -$8.29K -177 -5%
ARMT
990
Amica Retiree Medical Trust
Rhode Island
$148K
S
991
SignatureFD
Georgia
$147K -$21.8K -466 -13%
PFGIA
992
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$328 +7 +0.2%
SWA
993
Sutton Wealth Advisors
Florida
$145K +$45.2K +966 +47%
CI Investments Inc
994
CI Investments Inc
Ontario, Canada
$143K -$187K -4,000 -57%
HWA
995
Heritage Wealth Advisors
Virginia
$140K -$16K -342 -10%
SFSIG
996
San Francisco Sentry Investment Group
California
$133K -$6.79K -145 -5%
FMLI
997
Fukoku Mutual Life Insurance
Japan
$131K
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K -$17.6K -376 -12%
WCM
999
Whitener Capital Management
North Carolina
$128K
IRC
1000
Investors Research Corp
Georgia
$126K +$7.86K +168 +7%

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.