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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
CFGS
1001
Concourse Financial Group Securities
Alabama
$120K -$192K -4,105 -62%
ATC
1002
Adirondack Trust Company
New York
$120K +$14.7K +315 +14%
S
1003
Seeyond
France
$112K
OFS
1004
Orrstown Financial Services
Pennsylvania
$111K -$74.1K -1,583 -38%
MSFP
1005
Mark Sheptoff Financial Planning
Connecticut
$109K -$54.3K -1,160 -34%
IBOK
1006
Independence Bank of Kentucky
Kentucky
$108K +$6.74K +144 +7%
BSPF
1007
British Steel Pension Fund
United Kingdom
$107K -$73.6K -1,573 -41%
LC
1008
Lindbrook Capital
California
$106K -$15.6K -333 -13%
VCM
1009
Vigilant Capital Management
Maine
$106K +$13K +277 +14%
RCA
1010
Ranch Capital Advisors
Florida
$106K +$104K +2,219 New
CTB
1011
Country Trust Bank
Illinois
$105K
SIC
1012
Salem Investment Counselors
North Carolina
$105K
GLI
1013
Guardian Life Insurance
New York
$104K
FRA
1014
Front Row Advisors
California
$103K -$2.29K -49 -2%
CAM
1015
CenterStar Asset Management
Illinois
$103K
FCA
1016
FinTrust Capital Advisors
South Carolina
$102K -$9.97K -213 -9%
SIAS
1017
Shine Investment Advisory Services
Colorado
$96K +$1.17K +25 +1%
EW
1018
Evoke Wealth
California
$93.6K +$91.9K +1,963 New
FFC
1019
First Financial Corp
Indiana
$91K -$12.5K -268 -12%
AF
1020
Allworth Financial
California
$91K +$1.31K +28 +1%
PO
1021
Private Ocean
California
$89K +$49.2K +1,051 +131%
VCM
1022
Versant Capital Management
Arizona
$88K -$94 -2 -0.1%
PAI
1023
Pittenger & Anderson Inc
Nebraska
$88K +$86.6K +1,850 New
TFO
1024
Tarbox Family Office
California
$86K -$1.17K -25 -1%
TF
1025
Tompkins Financial
New York
$86K +$14K +300 +20%

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.