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1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIS
1026
Connors Investor Services
Pennsylvania
$311K -$8.05K -150 -2%
TA
1027
Tiedemann Advisors
New York
$311K +$104K +1,938 +47%
SL
1028
Sentry LLC
Tennessee
$310K
WAP
1029
Wealthcare Advisory Partners
Pennsylvania
$310K +$10.5K +196 +3%
BFC
1030
Bedel Financial Consulting
Indiana
$310K +$3.76K +70 +1%
RIA
1031
Richwood Investment Advisors
Ohio
$310K -$12.4K -231 -4%
SACTSONJ
1032
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$309K
D
1033
Diversified
Delaware
$307K
MWM
1034
Mattern Wealth Management
Kansas
$304K -$34.8K -648 -10%
FMWA
1035
Forvis Mazars Wealth Advisors
Missouri
$303K -$4.51K -84 -1%
MGIA
1036
Moneta Group Investment Advisors
Missouri
$301K -$44.5K -828 -12%
TBNY
1037
Trustco Bank (New York)
New York
$300K +$3.22K +60 +1%
Koshinski Asset Management
1038
Koshinski Asset Management
Illinois
$299K -$9.72K -181 -3%
AC
1039
Annandale Capital
Texas
$299K
CPC
1040
Cookson Peirce & Co
Pennsylvania
$299K +$311K +5,800 New
VCP
1041
Verus Capital Partners
Arizona
$297K +$66.9K +1,246 +28%
GSIAS
1042
Garden State Investment Advisory Services
New Jersey
$296K +$105K +1,965 +52%
STA
1043
Summit Trail Advisors
New York
$295K +$30.9K +576 +11%
TCA
1044
Transcend Capital Advisors
New Jersey
$295K -$15.2K -283 -5%
TA
1045
TrueWealth Advisors
Alabama
$295K +$10.9K +203 +4%
ST
1046
Sabal Trust
Florida
$295K
CCFCSB
1047
Cape Cod Five Cents Savings Bank
Massachusetts
$294K +$306K +5,704 New
AIM
1048
Athena Investment Management
California
$293K
CL
1049
Choreo LLC
Illinois
$292K +$27.5K +512 +10%
AMIM
1050
Aull & Monroe Investment Management
Alabama
$292K -$1.56K -29 -0.5%

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.