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1,402 hedge funds and large institutions have $32B invested in Dow Inc in 2021 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 427 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 81

38% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 427

12% more call options, than puts

Call options by funds: $672M | Put options by funds: $599M

3% more funds holding

Funds holding: 1,3571,402 (+45)

0.25% less ownership

Funds ownership: 68.43%68.18% (-0.25%)

1% less capital invested

Capital invested by funds: $32.3B → $32B (-$360M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
1,402
Holders Change
+45
Holders Change %
+3.32%
% of All Funds
24.4%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
141
Increased
590
Reduced
427
Closed
81
Calls
$672M
Puts
$599M
Net Calls
+$73.3M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
976
Royal Fund Management
Florida
$300K +$8.98K +136 +3%
TAM
977
Townsend Asset Management
North Carolina
$299K +$2.77K +42 +0.9%
IAN
978
Integrated Advisors Network
Texas
$299K +$16.4K +248 +6%
HI
979
Horizon Investments
North Carolina
$297K +$7.99K +121 +3%
FAIM
980
Financial Advocates Investment Management
Washington
$296K -$10.6K -160 -3%
NDSI
981
Newman Dignan & Sheerar Inc
Rhode Island
$296K -$3.3K -50 -1%
AWM
982
Altavista Wealth Management
North Carolina
$296K
SA
983
Strategic Advisors
New York
$296K +$5.08K +77 +2%
SWA
984
Stratos Wealth Advisors
Ohio
$296K +$309K +4,675 New
PWPS
985
Pinnacle Wealth Planning Services
Ohio
$294K +$2.58K +39 +0.8%
FM
986
Family Management
New York
$294K +$307K +4,650 New
CPIG
987
Chicago Partners Investment Group
Illinois
$293K -$45.7K -692 -13%
ARC
988
Advisor Resource Council
Texas
$293K +$305K +4,623 New
SYBT
989
Stock Yards Bank & Trust
Kentucky
$292K -$39.6K -600 -12%
RMDI
990
R.M. Davis Inc
Maine
$292K +$34.5K +523 +13%
PCS
991
Personal CFO Solutions
New Jersey
$291K -$47.3K -717 -14%
JMFC
992
J.M. Forbes & Co
Massachusetts
$291K
CHA
993
Carmichael Hill & Associates
Maryland
$291K +$9.24K +140 +3%
BFC
994
Bedel Financial Consulting
Indiana
$289K +$29.2K +442 +11%
SIC
995
Samalin Investment Counsel
New York
$289K +$90.9K +1,376 +43%
CBA
996
Coastal Bridge Advisors
Connecticut
$289K +$302K +4,573 New
ZF
997
Zhang Financial
Michigan
$287K
KA
998
Kercheville Advisors
Texas
$287K +$300K +4,538 New
FAM
999
Formidable Asset Management
Ohio
$285K -$41.7K -632 -12%
OPS
1000
Orion Portfolio Solutions
Nebraska
$285K -$14.1K -213 -5%

DOW Hedge Fund Activity: Q2 2021 in Review

1,402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q2 2021, worth a combined $32B — down 1.1% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new DOW positions and 81 closed out — a net gain of 60 holders — while 590 added to existing stakes and 427 trimmed.

The largest buyer was State Street, adding an estimated $113M. The largest seller was Capital Research Global Investors, cutting an estimated $181M.

  • 1,402 institutional investors held Dow Inc (DOW) as of Q2 2021, up from 1,357 in Q1 2021.
  • Funds reported $32B of Dow Inc stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 141 funds opened new Dow Inc positions in Q2 2021 and 81 closed out, a net change of +60 holders.
  • The largest Dow Inc buyer in Q2 2021 was State Street, an estimated $113M added.
  • The largest Dow Inc seller in Q2 2021 was Capital Research Global Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2021.