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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
976
Joule Financial
Kentucky
$414K +$395K +7,143 New
BWM
977
BigSur Wealth Management
Florida
$412K +$393K +7,118 New
RCM
978
RB Capital Management
Nevada
$412K -$9.84K -178 -2%
MFC
979
Mechanics Financial Corp
Ohio
$408K
GM
980
GeoWealth Management
Illinois
$407K +$83.4K +1,510 +27%
KIA
981
KCM Investment Advisors
California
$407K -$9.78K -177 -2%
GI
982
GAMMA Investing
California
$406K +$66.4K +1,202 +21%
IAS
983
Insigneo Advisory Services
Florida
$406K +$9.23K +167 +2%
CL
984
Choreo LLC
Illinois
$405K -$19.8K -358 -5%
HKAM
985
Horizon Kinetics Asset Management
New York
$405K +$221 +4 +0.1%
WG
986
Welch Group
Alabama
$401K -$9.95K -180 -3%
MCM
987
Monument Capital Management
Virginia
$399K -$83.5K -1,511 -18%
MSAM
988
Moloney Securities Asset Management
Missouri
$399K -$166K -3,007 -30%
OWA
989
One Wealth Advisors
California
$395K -$249K -4,499 -40%
MSFS
990
Main Street Financial Solutions
Pennsylvania
$391K +$148K +2,682 +66%
CCM
991
Chickasaw Capital Management
Tennessee
$391K
MIC
992
Meridian Investment Counsel
California
$390K
MCM
993
Mill Capital Management
North Carolina
$389K
MCWS
994
McKinley Carter Wealth Services
West Virginia
$389K -$5.75K -104 -2%
GIA
995
Gladstone Institutional Advisory
Florida
$387K -$111K -2,000 -23%
WDL
996
Well Done LLC
Michigan
$387K +$10.1K +183 +3%
CT
997
Chicago Trust
Illinois
$386K -$8.07K -146 -2%
JCM
998
Jag Capital Management
Missouri
$385K +$26.6K +481 +8%
HCM
999
Hodges Capital Management
Texas
$385K -$23K -416 -6%
MFA
1000
Mayflower Financial Advisors
Massachusetts
$385K +$6.41K +116 +2%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.