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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
BBA
1026
Braun-Bostich & Associates
Pennsylvania
$37K
BBL
1027
Beck Bode LLC
Massachusetts
$37K +$35K +779 New
JFA
1028
JNBA Financial Advisors
Minnesota
$36K
RFA
1029
Reilly Financial Advisors
California
$35K -$37.5K -834 -53%
LFG
1030
Larson Financial Group
Missouri
$35K -$3.64K -81 -10%
WAM
1031
Wolverine Asset Management
Illinois
$35K +$34K +756 New
PMFA
1032
Plante Moran Financial Advisors
Michigan
$34K
PGAM
1033
Princeton Global Asset Management
New Jersey
$34K
AWM
1034
Avior Wealth Management
Nebraska
$34K +$1.89K +42 +6%
PO
1035
Private Ocean
California
$33K
SFFS
1036
Stonehage Fleming Financial Services
Jersey
$32K
BDWM
1037
Brewin Dolphin Wealth Management
Ireland
$31.4K +$15.8K +351 +111%
PCG
1038
Private Capital Group
Connecticut
$30K
LWM
1039
Liberty Wealth Management
California
$30K +$5.52K +123 +24%
LJHT
1040
Laurie J. Hall Trustee
$30K +$28.9K +644 New
GWS
1041
Glassman Wealth Services
Virginia
$29K +$6.38K +142 +30%
FP
1042
Financial Perspectives
Minnesota
$28.5K
GRP
1043
Global Retirement Partners
California
$28K -$4.36K -97 -14%
JWA
1044
JFS Wealth Advisors
Pennsylvania
$28K
NFSG
1045
Newbridge Financial Services Group
Florida
$27K +$25.4K +565 New
Credit Agricole
1046
Credit Agricole
France
$26K
AssetMark Inc
1047
AssetMark Inc
California
$25K -$2.92K -65 -11%
JGIA
1048
Jackson Grant Investment Advisers
Connecticut
$25K +$23.7K +527 New
CAL
1049
Capital Analysts LLC
Pennsylvania
$24K -$90 -2 -0.4%
BAM
1050
Bellevue Asset Management
Washington
$24K

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.