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1,432 hedge funds and large institutions have $19.8B invested in Dow Inc in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 575 increasing their positions, 530 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 530

2.29% less ownership

Funds ownership: 65.1%62.81% (-2.3%)

7% less funds holding

Funds holding: 1,5351,432 (-103)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less call options, than puts

Call options by funds: $643M | Put options by funds: $790M

19% less capital invested

Capital invested by funds: $24.4B → $19.8B (-$4.65B)

45% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 179

Holders
1,432
Holders Change
-103
Holders Change %
-6.71%
% of All Funds
24.67%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
99
Increased
575
Reduced
530
Closed
179
Calls
$643M
Puts
$790M
Net Calls
-$146M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1051
Merit Financial Group
Georgia
$240K -$38.3K -755 -12%
NFG
1052
Nations Financial Group
Iowa
$240K -$7.55K -149 -3%
SRSA
1053
S.R. Schill & Associates
Washington
$240K
FAG
1054
Fortitude Advisory Group
Washington
$239K -$20.6K -407 -7%
IWA
1055
IVC Wealth Advisors
Pennsylvania
$239K +$46.5K +918 +20%
CM
1056
Columbus Macro
Pennsylvania
$238K +$275K +5,427 New
CA
1057
Claro Advisors
Massachusetts
$237K
GEA
1058
Glen Eagle Advisors
New Jersey
$236K -$97.9K -1,930 -26%
GIA
1059
Gladstone Institutional Advisory
Florida
$235K -$783K -15,453 -74%
IF
1060
Insight Folios
North Carolina
$234K +$270K +5,316 New
UBV
1061
United Bank (Virginia)
Virginia
$233K -$36.8K -725 -12%
DLA
1062
Douglas Lane & Associates
New York
$233K -$6.49K -128 -2%
9WM
1063
9258 Wealth Management
Ohio
$233K -$1.37K -27 -0.5%
SFWA
1064
Summit Financial Wealth Advisors
Louisiana
$232K -$22.2K -438 -8%
EFSCE
1065
Enterprise Financial Services Corp (EFSC)
Missouri
$232K +$1.42K +28 +0.5%
TBNY
1066
Trustco Bank (New York)
New York
$231K -$6.74K -133 -2%
PWP
1067
Principle Wealth Partners
Connecticut
$229K +$329K +6,486 +8%
SWM
1068
Silverlake Wealth Management
Vermont
$228K +$59K +1,164 +29%
CNBTD
1069
Citizens National Bank Trust Department
Mississippi
$228K
TCM
1070
Triumph Capital Management
Colorado
$228K +$263K +5,189 New
DBIA
1071
Dumont & Blake Investment Advisors
New Jersey
$227K -$69.9K -1,379 -21%
BEI
1072
Benjamin Edwards Inc
Missouri
$227K -$67K -1,322 -20%
LI
1073
Lafayette Investments
Maryland
$227K +$25.4K +500 +11%
SAIG
1074
Semper Augustus Investments Group
Colorado
$227K +$262K +5,169 New
ARMC
1075
American Research & Management Company
Massachusetts
$226K -$5.32K -105 -2%

DOW Hedge Fund Activity: Q3 2022 in Review

1,432 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2022, worth a combined $19.8B — down 19% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of DOW and 99 opened new positions — a net loss of 80 holders — while 530 trimmed existing stakes and 575 added.

The largest buyer was Invesco, adding an estimated $120M. The largest seller was Capital World Investors, cutting an estimated $350M.

  • 1,432 institutional investors held Dow Inc (DOW) as of Q3 2022, down from 1,535 in Q2 2022.
  • Funds reported $19.8B of Dow Inc stock for Q3 2022, down 19% quarter-over-quarter.
  • 99 funds opened new Dow Inc positions in Q3 2022 and 179 closed out, a net change of -80 holders.
  • The largest Dow Inc buyer in Q3 2022 was Invesco, an estimated $120M added.
  • The largest Dow Inc seller in Q3 2022 was Capital World Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q3 2022.