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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
SLWA
976
San Luis Wealth Advisors
California
$370K +$380K +6,751 New
PWPS
977
Pinnacle Wealth Planning Services
Ohio
$369K +$64.8K +1,151 +21%
KIG
978
Kowal Investment Group
Wisconsin
$369K +$137K +2,434 +57%
RA
979
RFG Advisory
Alabama
$368K +$19.6K +349 +5%
LOPW
980
Live Oak Private Wealth
North Carolina
$367K +$6.19K +110 +2%
SA
981
Shilanski & Associates
Alaska
$367K +$7.37K +131 +2%
IW
982
Imprint Wealth
South Carolina
$366K +$376K +6,676 New
FIM
983
Fernwood Investment Management
Massachusetts
$364K
ACA
984
Aptus Capital Advisors
Alabama
$363K +$56 +1 +0%
SFP
985
Sweet Financial Partners
Minnesota
$363K +$4.28K +76 +1%
NWM
986
Northcape Wealth Management
New York
$362K +$371K +6,596 New
WDL
987
Well Done LLC
Michigan
$361K -$17.2K -306 -4%
CBT
988
CoreFirst Bank & Trust
Kansas
$361K -$8.89K -158 -2%
LOAMS
989
Lombard Odier Asset Management (Switzerland)
Switzerland
$358K +$367K +6,524 New
MSWM
990
McGlone Suttner Wealth Management
Wisconsin
$357K +$115K +2,049 +46%
LAM
991
Lakewood Asset Management
Illinois
$357K +$22.8K +405 +7%
AC
992
Abbrea Capital
California
$355K -$19.9K -354 -5%
MFC
993
Mechanics Financial Corp
Ohio
$355K
NIM
994
Northeast Investment Management
Massachusetts
$351K
WT
995
Washington Trust
Rhode Island
$351K +$169 +3 +0%
BFG
996
Barber Financial Group
Kansas
$348K +$24.6K +438 +7%
MMG
997
Monetary Management Group
Missouri
$347K
ZIC
998
ZWJ Investment Counsel
Georgia
$347K +$1.46K +26 +0.4%
SC
999
SRB Corp
Massachusetts
$347K +$356K +6,323 New
CBA
1000
Coastal Bridge Advisors
Connecticut
$346K +$1.07K +19 +0.3%