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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
SFP
1001
Sweet Financial Partners
Minnesota
$383K +$166 +3 +0%
PA
1002
PSI Advisors
Florida
$382K -$29.8K -539 -8%
PGIM
1003
Pacific Global Investment Management
California
$381K -$21.6K -390 -6%
AWA
1004
Acorn Wealth Advisors
Michigan
$378K +$4.92K +89 +1%
PL
1005
Parthenon LLC
Kentucky
$377K -$1.82K -33 -0.5%
ZIC
1006
ZWJ Investment Counsel
Georgia
$373K
AC
1007
Abbrea Capital
California
$373K +$11.6K +210 +3%
HI
1008
Harbour Investments
Wisconsin
$372K +$41K +742 +13%
PWPS
1009
Pinnacle Wealth Planning Services
Ohio
$371K +$8.35K +151 +2%
NIM
1010
Northeast Investment Management
Massachusetts
$371K
CBA
1011
Coastal Bridge Advisors
Connecticut
$370K +$1.05K +19 +0.3%
NAMP
1012
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$369K +$22.1K +400 +7%
FIM
1013
Fernwood Investment Management
Massachusetts
$367K
TCM
1014
Triumph Capital Management
Colorado
$367K -$663 -12 -0.2%
RCA
1015
Reitz Capital Advisors
Michigan
$367K
MMG
1016
Monetary Management Group
Missouri
$366K
JE
1017
JMAC Enterprises
Pennsylvania
$365K -$56.4K -1,021 -14%
SPIS
1018
Steward Partners Investment Solutions
Oregon
$364K +$35.8K +647 +11%
PWA
1019
Provenance Wealth Advisors
Florida
$363K
WCA
1020
Westover Capital Advisors
Delaware
$363K +$346K +6,264 New
DWA
1021
Douglass Winthrop Advisors
New York
$362K +$3.92K +71 +1%
IW
1022
Imprint Wealth
South Carolina
$361K +$55.3K +1,000 +19%
WIA
1023
World Investment Advisors
California
$358K -$137K -2,487 -30%
WWMSC
1024
Wagner Wealth Management (South Carolina)
South Carolina
$353K -$1.74M -31,405 -84%
SOAMC
1025
Spirit of America Management Corp
New York
$352K

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.