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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
Fisher Asset Management
1026
Fisher Asset Management
Washington
$352K -$236K -4,271 -41%
CWA
1027
Centennial Wealth Advisory
Michigan
$352K -$6.52K -118 -2%
VFG
1028
Victory Financial Group
Texas
$351K +$335K +6,066 New
FCBT
1029
First Citizens Bank & Trust
North Carolina
$351K +$334K +6,052 New
DJSG
1030
D.J. St. Germain
Massachusetts
$350K -$33.1K -599 -9%
CIA
1031
Cladis Investment Advisory
Montana
$349K -$5.53K -100 -2%
CT
1032
Cambridge Trust
Massachusetts
$349K -$6.41K -116 -2%
BMWM
1033
Brown Miller Wealth Management
Virginia
$348K +$1.27K +23 +0.4%
NAM
1034
NTV Asset Management
West Virginia
$348K -$11.1K -200 -3%
SACTSONJ
1035
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$348K
EFSCE
1036
Enterprise Financial Services Corp (EFSC)
Missouri
$347K +$36.4K +658 +12%
D
1037
Diversified
Delaware
$347K
GSIAS
1038
Garden State Investment Advisory Services
New Jersey
$346K -$5.53K -100 -2%
TA
1039
TrueWealth Advisors
Alabama
$346K +$2.82K +51 +0.9%
SIA
1040
Schechter Investment Advisors
Michigan
$346K -$108K -1,949 -25%
MSS
1041
Mitchell Sinkler & Starr
Pennsylvania
$344K +$328K +5,939 New
LMKC
1042
L.M. Kohn & Company
Ohio
$342K -$608 -11 -0.2%
RWM
1043
RKL Wealth Management
Pennsylvania
$340K -$1.93K -35 -0.6%
TCA
1044
Transcend Capital Advisors
New Jersey
$340K +$8.46K +153 +3%
FSA
1045
Fort Sheridan Advisors
Illinois
$340K +$1.27K +23 +0.4%
LC
1046
Lindbrook Capital
California
$339K +$24K +434 +8%
TW
1047
TritonPoint Wealth
Maryland
$339K -$158K -2,854 -31%
SL
1048
Sentry LLC
Tennessee
$338K
RA
1049
Rise Advisors
New York
$338K +$316K +5,725 +5,350%
DWT
1050
Dorsey & Whitney Trust
South Dakota
$337K -$49K -886 -13%

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.