We are live on ! Find out more

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
RT
976
Rockland Trust
Massachusetts
$239K -$6.61K -128 -3%
RPC
977
Rossmore Private Capital
Connecticut
$238K -$13K -252 -5%
WP
978
WealthSource Partners
California
$238K -$2.74K -53 -1%
OPA
979
Old Port Advisors
Maine
$237K -$96.4K -1,865 -29%
FDCDDQ
980
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K -$39.4K -762 -15%
YIA
981
YHB Investment Advisors
Connecticut
$236K -$26.6K -515 -11%
EM
982
Excalibur Management
Massachusetts
$236K +$223K +4,313 New
ONST
983
Old North State Trust
North Carolina
$235K -$3.62K -70 -2%
BA
984
Bristlecone Advisors
Washington
$235K +$222K +4,298 New
GCM
985
Gables Capital Management
Florida
$233K -$10.5K -203 -5%
APWM
986
Atlas Private Wealth Management
New York
$233K +$220K +4,260 New
MC
987
Miles Capital
Iowa
$232K +$219K +4,232 New
CG
988
Colony Group
Massachusetts
$232K +$219K +4,236 New
ACI
989
Alpha Cubed Investments
California
$232K +$219K +4,241 New
LIA
990
LBMC Investment Advisors
Tennessee
$231K -$3.36K -65 -2%
BFA
991
Brendel Financial Advisors
New Hampshire
$231K -$2.12K -41 -1%
JC
992
Jacobs & Co
California
$231K
MMPW
993
Mitchell McLeod Pugh & Williams
Alabama
$231K
JA
994
JOYN Advisors
Georgia
$231K +$218K +4,222 New
NSAM
995
North Star Asset Management
Wisconsin
$230K -$28.6K -553 -12%
TWA
996
TCI Wealth Advisors
Arizona
$230K -$775 -15 -0.4%
CA
997
Claro Advisors
Massachusetts
$228K -$35.1K -679 -14%
BTW
998
Boston Trust Walden
Massachusetts
$228K +$215K +4,164 New
IWC
999
Integrated Wealth Concepts
Massachusetts
$226K +$213K +4,122 New
BC
1000
Burleson & Co
California
$225K +$52 +1 +0%

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.