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1,520 hedge funds and large institutions have $22.6B invested in Dow Inc in 2022 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 568 increasing their positions, 550 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 81

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

14% more capital invested

Capital invested by funds: $19.8B → $22.6B (+$2.84B)

6% more funds holding

Funds holding: 1,4321,520 (+88)

3% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 550

0.04% more ownership

Funds ownership: 62.81%62.85% (+0.04%)

14% less call options, than puts

Call options by funds: $691M | Put options by funds: $803M

Holders
1,520
Holders Change
+88
Holders Change %
+6.15%
% of All Funds
24.43%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
197
Increased
568
Reduced
550
Closed
81
Calls
$691M
Puts
$803M
Net Calls
-$112M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1026
Intercontinental Wealth Advisors
Texas
$315K +$29.7K +607 +11%
IP
1027
Ignite Planners
California
$315K +$215K +4,400 New
BCWM
1028
Bartlett & Co Wealth Management
Ohio
$314K +$72.8K +1,490 +31%
BC
1029
Bartlett & Co
Ohio
$314K +$72.8K +1,490 +31%
ESB
1030
Essex Savings Bank
Connecticut
$313K +$67.8K +1,388 +29%
CWM
1031
Chesapeake Wealth Management
Virginia
$312K -$38.4K -786 -11%
DWP
1032
Daymark Wealth Partners
Ohio
$312K +$302K +6,190 New
ZIG
1033
Zullo Investment Group
Pennsylvania
$307K +$3.52K +72 +1%
SRC
1034
Shufro Rose & Co
New York
$307K
LAM
1035
Lakewood Asset Management
Illinois
$307K +$298K +6,099 New
SFG
1036
Summit Financial Group
West Virginia
$306K
TFM
1037
TFC Financial Management
Massachusetts
$305K +$391 +8 +0.1%
DCM
1038
Dupont Capital Management
Delaware
$304K -$367K -7,511 -55%
OWM
1039
OneAscent Wealth Management
Alabama
$303K +$733 +15 +0.2%
GIA
1040
Gladstone Institutional Advisory
Florida
$303K +$32.4K +664 +12%
SACTSONJ
1041
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$302K
FAM
1042
Formidable Asset Management
Ohio
$301K +$3.57K +73 +1%
TCA
1043
Transcend Capital Advisors
New Jersey
$300K -$30.5K -625 -10%
FAG
1044
Fortitude Advisory Group
Washington
$300K +$25.1K +513 +9%
ACI
1045
Alpha Cubed Investments
California
$299K +$289K +5,925 New
BFG
1046
Barber Financial Group
Kansas
$298K +$10.9K +224 +4%
BFC
1047
Bedel Financial Consulting
Indiana
$297K +$49 +1 +0%
LCS
1048
Levin Capital Strategies
New York
$296K
PFBT
1049
Parkside Financial Bank & Trust
Missouri
$294K +$12.3K +251 +4%
AMIM
1050
Aull & Monroe Investment Management
Alabama
$292K -$2.05K -42 -0.7%