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1,419 hedge funds and large institutions have $19.1B invested in Dow Inc in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 416 increasing their positions, 642 reducing their positions, and 233 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $564M | Put options by funds: $611M

1.73% less ownership

Funds ownership: 69.08%67.34% (-1.7%)

5% less funds holding

Funds holding: 1,4911,419 (-72)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less first-time investments, than exits

New positions opened: 192 | Existing positions closed: 233

27% less capital invested

Capital invested by funds: $26.3B → $19.1B (-$7.13B)

35% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 642

Holders
1,419
Holders Change
-72
Holders Change %
-4.83%
% of All Funds
18.69%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
192
Increased
416
Reduced
642
Closed
233
Calls
$564M
Puts
$611M
Net Calls
-$47M
Net Calls Change
-$98.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
1051
Park Place Capital
Alabama
$162K -$105K -2,257 -36%
AIM
1052
Anchor Investment Management
South Carolina
$161K -$4.39K -94 -2%
EPIM
1053
Evelyn Partners Investment Management
$157K +$183K +3,921 New
TFM
1054
TFC Financial Management
Massachusetts
$156K -$187 -4 -0.1%
NCM
1055
Northwest Capital Management
Oregon
$154K -$3.08K -66 -2%
WAS
1056
Winch Advisory Services
Wisconsin
$153K -$2.71K -58 -1%
EWA
1057
EverSource Wealth Advisors
Alabama
$151K +$48.7K +1,044 +39%
Bank Julius Baer & Co
1058
Bank Julius Baer & Co
Switzerland
$150K +$10.9K +234 +7%
CFD
1059
Creative Financial Designs
Indiana
$147K +$15.1K +324 +10%
CT
1060
Caldwell Trust
Florida
$145K -$1.54K -33 -0.9%
RA
1061
Rise Advisors
New York
$144K -$53.8K -1,154 -24%
AG
1062
AmeriFlex Group
Nevada
$141K +$169K +3,616 New
LI
1063
LRI Investments
Florida
$141K -$23.3K -500 -12%
LJHT
1064
Laurie J. Hall Trustee
$141K
Cohen & Steers
1065
Cohen & Steers
New York
$140K +$8.21K +176 +5%
OA
1066
Operose Advisors
Wisconsin
$139K -$227K -4,872 -59%
RTC
1067
Riverview Trust Company
Washington
$136K -$14.8K -318 -9%
HIW
1068
Holos Integrated Wealth
Pennsylvania
$131K +$153K +3,273 New
MSWM
1069
Mowery & Schoenfeld Wealth Management
Illinois
$129K -$1.35K -29 -0.9%
FCAS
1070
First Command Advisory Services
Texas
$125K -$2.19K -47 -1%
CNBTD
1071
Citizens National Bank Trust Department
Mississippi
$123K -$8.16K -175 -5%
SI
1072
Sava Infond
Slovenia
$120K +$140K +3,000 New
CA
1073
Continuum Advisory
Idaho
$120K -$513 -11 -0.4%
SCM
1074
Silvant Capital Management
Georgia
$120K
BG
1075
Bollard Group
Massachusetts
$117K +$1.54K +33 +1%

DOW Hedge Fund Activity: Q4 2024 in Review

1,419 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2024, worth a combined $19.1B — down 27% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 233 funds closed out of DOW and 192 opened new positions — a net loss of 41 holders — while 642 trimmed existing stakes and 416 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $291M. The largest seller was JP Morgan Chase, cutting an estimated $491M.

  • 1,419 institutional investors held Dow Inc (DOW) as of Q4 2024, down from 1,491 in Q3 2024.
  • Funds reported $19.1B of Dow Inc stock for Q4 2024, down 27% quarter-over-quarter.
  • 192 funds opened new Dow Inc positions in Q4 2024 and 233 closed out, a net change of -41 holders.
  • The largest Dow Inc buyer in Q4 2024 was Capital Research Global Investors, an estimated $291M added.
  • The largest Dow Inc seller in Q4 2024 was JP Morgan Chase, an estimated $491M sold.

Based on aggregated 13F filings for Q4 2024.