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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1051
Opal Wealth Advisors
New York
$308K +$71.6K +1,272 +29%
SWA
1052
Sutton Wealth Advisors
Florida
$306K -$74.9K -1,332 -19%
TWA
1053
Talisman Wealth Advisors
New Jersey
$306K +$4.22K +75 +1%
SF
1054
Summit Financial
New Jersey
$304K -$134K -2,386 -30%
HVIA
1055
Hudson Valley Investment Advisors
New York
$304K -$2.76K -49 -0.9%
PMG
1056
ProVise Management Group
Florida
$303K +$311K +5,533 New
MIH
1057
Meitav Investment House
Israel
$302K -$694K -12,340 -69%
PIM
1058
Penobscot Investment Management
Massachusetts
$302K -$217K -3,854 -41%
EFSCE
1059
Enterprise Financial Services Corp (EFSC)
Missouri
$302K +$3.21K +57 +1%
9WM
1060
9258 Wealth Management
Ohio
$300K +$8.83K +157 +3%
SRSA
1061
S.R. Schill & Associates
Washington
$299K
LMKC
1062
L.M. Kohn & Company
Ohio
$298K -$3.94K -70 -1%
SW
1063
Solidarity Wealth
Utah
$296K +$304K +5,408 New
BHC
1064
Bowen Hanes & Co
Florida
$296K -$110K -1,950 -27%
CG
1065
Caprock Group
Idaho
$296K +$303K +5,394 New
IAM
1066
Innovis Asset Management
Illinois
$295K +$14.6K +259 +5%
AAG
1067
Armstrong Advisory Group
Massachusetts
$295K -$20.5K -364 -6%
AFP
1068
Ausdal Financial Partners
Iowa
$294K -$11.2K -199 -4%
JMFC
1069
J.M. Forbes & Co
Massachusetts
$293K +$6.13K +109 +2%
HVM
1070
Harvest Volatility Management
Connecticut
$291K +$303K +5,391 New
MWC
1071
MBM Wealth Consultants
Missouri
$291K
DLA
1072
Douglas Lane & Associates
New York
$291K
UBV
1073
United Bank (Virginia)
Virginia
$291K
ACM
1074
Alethea Capital Management
Washington
$291K
CHA
1075
Carmichael Hill & Associates
Maryland
$290K +$13.3K +236 +5%