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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
EFSCE
1001
Enterprise Financial Services Corp (EFSC)
Missouri
$224K -$45.9K -889 -18%
OC
1002
Oarsman Capital
Wisconsin
$224K -$17.5K -338 -8%
SBSB
1003
Sullivan, Bruyette, Speros & Blaney
Virginia
$224K -$6.46K -125 -3%
B
1004
Bailard
California
$223K +$211K +4,081 New
PC
1005
Port Capital
Illinois
$222K +$209K +4,050 New
DLCIG
1006
D.L. Carlson Investment Group
New Hampshire
$222K +$210K +4,056 New
CG
1007
Caprock Group
Idaho
$222K +$211K +4,076 New
FLPIM
1008
F.L. Putnam Investment Management
Massachusetts
$221K +$209K +4,045 New
ET
1009
Equitable Trust
Tennessee
$221K +$209K +4,048 New
DY
1010
Dowling & Yahnke
California
$220K -$14.7K -285 -7%
TCA
1011
Transcend Capital Advisors
New Jersey
$220K +$208K +4,024 New
ACM
1012
Alethea Capital Management
Washington
$219K +$207K +4,000 New
DSA
1013
Davis Selected Advisers
Arizona
$219K +$207K +4,000 New
HWA
1014
Heritage Way Advisors
Illinois
$219K +$207K +4,000 New
THWM
1015
Taylor Hoffman Wealth Management
Virginia
$218K -$465 -9 -0.2%
SVWAG
1016
Sound View Wealth Advisors Group
Georgia
$216K -$61.1K -1,182 -23%
CFN
1017
Cordasco Financial Network
Florida
$214K
MWP
1018
Moller Wealth Partners
$213K +$201K +3,900 New
BHIA
1019
Birch Hill Investment Advisors
Massachusetts
$209K +$198K +3,829 New
FWM
1020
Frontier Wealth Management
Missouri
$208K -$84.2K -1,630 -30%
SSG
1021
Summit Securities Group
New York
$208K +$196K +3,801 New
CCA
1022
Cobblestone Capital Advisors
New York
$207K +$195K +3,774 New
WHG
1023
Westwood Holdings Group
Texas
$207K +$195K +3,777 New
NCM
1024
Northwest Capital Management
Oregon
$207K +$195K +3,781 New
PL
1025
Plancorp LLC
Missouri
$206K +$194K +3,762 New

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.