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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
BWA
1051
Burt Wealth Advisors
Maryland
$24K
MSFP
1052
Mark Sheptoff Financial Planning
Connecticut
$22K
VNA
1053
Valley National Advisers
Pennsylvania
$22K
FWM
1054
Focused Wealth Management
New York
$21K -$1.03K -23 -5%
MF
1055
Manchester Financial
California
$21K
SWM
1056
Selective Wealth Management
Virginia
$21K
Kayne Anderson Rudnick Investment Management
1057
Kayne Anderson Rudnick Investment Management
California
$20K
VC
1058
Veracity Capital
Georgia
$20K
CWC
1059
Carolinas Wealth Consulting
North Carolina
$20K +$5.03K +112 +35%
BWM
1060
BNC Wealth Management
Oregon
$20K +$18.9K +420 New
APWM
1061
Atlas Private Wealth Management
New York
$19K -$43.4K -966 -70%
SBL
1062
Sargent Bickham Lagudis
Colorado
$19K
HGWM
1063
Harvest Group Wealth Management
Massachusetts
$19K +$2.25K +50 +14%
BIMC
1064
Benson Investment Management Company
Virginia
$17K
EWM
1065
Elmwood Wealth Management
California
$17K
AWM
1066
AllSquare Wealth Management
New York
$16K -$1.89K -42 -11%
WPA
1067
West Paces Advisors
Georgia
$15.4K
SIAS
1068
Shine Investment Advisory Services
Colorado
$15K
FPFS
1069
First Personal Financial Services
North Carolina
$14K
TCM
1070
Tradewinds Capital Management
Washington
$14K
RG
1071
Retirement Group
California
$14K +$45 +1 +0.3%
SXL
1072
Summit X LLC
Missouri
$13.7K +$14.6K +326 +0.9%
EWM
1073
Edge Wealth Management
New York
$13K
NC
1074
NewSquare Capital
Pennsylvania
$13K
TCCM
1075
Timber Creek Capital Management
Massachusetts
$13K

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.