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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
KWM
1051
Keebeck Wealth Management
Illinois
$157K +$150K +2,903 New
WEC
1052
Winslow Evans & Crocker
Massachusetts
$154K -$17.5K -338 -11%
IRC
1053
Investors Research Corp
Georgia
$145K
PAI
1054
Pittenger & Anderson Inc
Nebraska
$145K +$41.3K +800 +43%
LWANC
1055
Laurel Wealth Advisors (North Carolina)
North Carolina
$143K -$4.86K -94 -3%
AA
1056
Argent Advisors
Louisiana
$137K +$134K +2,599 New
PCM
1057
Penserra Capital Management
California
$131K -$21.3K -412 -13%
S
1058
Seeyond
France
$125K
BSPF
1059
British Steel Pension Fund
United Kingdom
$123K
FCA
1060
FinTrust Capital Advisors
South Carolina
$123K +$5.79K +112 +5%
VRM
1061
Vectors Research Management
New York
$123K +$50.8K +983 +77%
IBOK
1062
Independence Bank of Kentucky
Kentucky
$122K -$2.48K -48 -2%
CTB
1063
Country Trust Bank
Illinois
$121K
AF
1064
Allworth Financial
California
$121K +$15.8K +305 +16%
SIC
1065
Salem Investment Counselors
North Carolina
$120K
MSFP
1066
Mark Sheptoff Financial Planning
Connecticut
$119K -$5.68K -110 -5%
LC
1067
Lindbrook Capital
California
$119K -$1.86K -36 -2%
GLI
1068
Guardian Life Insurance
New York
$119K
FRA
1069
Front Row Advisors
California
$119K +$258 +5 +0.2%
HIA
1070
Harbor Investment Advisory
Maryland
$118K +$111K +2,149 New
VCM
1071
Vigilant Capital Management
Maine
$116K -$5.53K -107 -5%
PA
1072
Procyon Advisors
Connecticut
$111K +$105K +2,029 New
EW
1073
Evoke Wealth
California
$107K -$775 -15 -0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1074
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$106K +$100K +1,944 New
RCA
1075
Ranch Capital Advisors
Florida
$105K -$15.4K -299 -13%

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.