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1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
1001
West Bancorporation
Iowa
$54K
SWM
1002
Sugarloaf Wealth Management
Georgia
$53K -$5.7K -127 -10%
AP
1003
Atwood & Palmer
Missouri
$52K
EWM
1004
Endurance Wealth Management
Rhode Island
$52K +$31.1K +692 +167%
EW
1005
Evoke Wealth
California
$51K +$4.54K +101 +10%
KCM
1006
Kathmere Capital Management
Pennsylvania
$51K +$48.5K +1,081 New
AIC
1007
Archer Investment Corporation
Indiana
$50.3K
HR
1008
Howe & Rusling
New York
$49K
BCA
1009
Bray Capital Advisors
Florida
$48K
FCM
1010
Firestone Capital Management
Florida
$48K
MWC
1011
MBM Wealth Consultants
Missouri
$48K
CI
1012
CX Institutional
Indiana
$47K +$26.3K +585 +143%
PG
1013
Proffitt & Goodson
Tennessee
$46K
TF
1014
Tompkins Financial
New York
$45K -$11.5K -256 -21%
PCIA
1015
Prime Capital Investment Advisors
Kansas
$44K -$23.7K -528 -3%
EI
1016
Ellevest Inc
New York
$44K -$3.68K -82 -8%
NSB
1017
Norway Savings Bank
Maine
$44K
BWM
1018
BerganKDV Wealth Management
Minnesota
$43K -$21.6K -480 -35%
SIM
1019
Sentry Investment Management
Wisconsin
$41K -$1.93M -42,897 -98%
OSNBOA
1020
Old Second National Bank of Aurora
Illinois
$41K -$5.21K -116 -12%
ACM
1021
AUA Capital Management
Pennsylvania
$41K +$10.1K +224 +35%
FHC
1022
First Horizon Corporation
Tennessee
$41K +$39.3K +875 New
APW
1023
Acima Private Wealth
Virginia
$40K -$719 -16 -2%
CFFP
1024
Center for Financial Planning
Michigan
$40K +$10.6K +235 +38%
PW
1025
Price Wealth
Texas
$39K +$37.5K +836 New

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.