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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
CSS
1026
Cubist Systematic Strategies
Connecticut
$205K -$123K -2,381 -39%
LWM
1027
Laidlaw Wealth Management
New York
$205K +$193K +3,737 New
IAN
1028
Integrated Advisors Network
Texas
$203K +$192K +3,718 New
Koshinski Asset Management
1029
Koshinski Asset Management
Illinois
$203K +$193K +3,733 New
SCA
1030
Snowden Capital Advisors
New York
$202K +$190K +3,686 New
ESB
1031
Essex Savings Bank
Connecticut
$201K +$190K +3,668 New
HCA
1032
Heck Capital Advisors
Wisconsin
$201K +$3.72K +72 +2%
HCM
1033
Harvey Capital Management
Florida
$200K -$360K -6,962 -66%
AIC
1034
Ameritas Investment Company
Nebraska
$200K +$20.9K +404 +12%
GVAG
1035
Great Valley Advisor Group
Delaware
$200K +$189K +3,653 New
AF
1036
Arrow Financial
New York
$197K -$35.1K -680 -16%
MRCM
1037
M&R Capital Management
New Jersey
$187K -$2.74K -53 -2%
HB
1038
Horizon Bancorp
Indiana
$187K +$177K +3,423 New
HWA
1039
Heritage Wealth Advisors
Virginia
$185K +$21.8K +421 +14%
CFG
1040
Citizens Financial Group
Rhode Island
$184K -$22.2K -430 -11%
FPB
1041
First PREMIER Bank
South Dakota
$183K -$19.6K -379 -10%
ATC
1042
Adirondack Trust Company
New York
$182K +$74.1K +1,435 +57%
ZB
1043
Zions Bancorporation
Utah
$178K +$6.92K +134 +4%
HDIM
1044
Hanson & Doremus Investment Management
Vermont
$174K -$23.9K -462 -13%
FMLI
1045
Fukoku Mutual Life Insurance
Japan
$172K +$20.7K +400 +15%
SWA
1046
Sutton Wealth Advisors
Florida
$172K +$5.01K +97 +3%
WQ
1047
Wealth Quarterback
New Jersey
$171K +$161K +3,118 New
ARMT
1048
Amica Retiree Medical Trust
Rhode Island
$170K
BRC
1049
Bell Rock Capital
Delaware
$168K -$5.68K -110 -3%
TFO
1050
Tarbox Family Office
California
$157K +$54.5K +1,054 +58%

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.