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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1076
Alpha Windward
Massachusetts
$32K
APC
1077
Aspire Private Capital
North Carolina
$31K
SBL
1078
Sargent Bickham Lagudis
Colorado
$31K
GWA
1079
Guidant Wealth Advisors
Illinois
$30K +$18K +384 +157%
IF
1080
Ironwood Financial
Arizona
$29K
SLF
1081
Sun Life Financial
Ontario, Canada
$29K +$234 +5 +0.8%
LWM
1082
Liberty Wealth Management
California
$29K +$4.07K +87 +16%
WPA
1083
West Paces Advisors
Georgia
$27.8K
GT
1084
Glenmede Trust
Pennsylvania
$26.2K -$2.48M -52,922 -9%
TFGT
1085
TS Financial Group (TSFG)
Illinois
$26K +$47 +1 +0.2%
CAC
1086
Certified Advisory Corp
Florida
$26K +$2.25K +48 +10%
WPW
1087
Winthrop Partners - WNY
New York
$25.1K +$24.6K +526 New
MWC
1088
MBM Wealth Consultants
Missouri
$25K -$116K -2,481 -83%
POIA
1089
Pin Oak Investment Advisors
Texas
$25K -$1.45K -31 -5%
BDWM
1090
Brewin Dolphin Wealth Management
Ireland
$24.6K
GWS
1091
Glassman Wealth Services
Virginia
$24K -$3.51K -75 -13%
IFAM
1092
Institutional & Family Asset Management
Colorado
$24K -$3.09K -66 -12%
BWA
1093
Burt Wealth Advisors
Maryland
$24K -$2.76K -59 -10%
FEG
1094
Financial Enhancement Group
Indiana
$24K
GEA
1095
Glen Eagle Advisors
New Jersey
$23.3K
FBT
1096
First Bank & Trust
South Dakota
$23K -$2.71K -58 -11%
GTAM
1097
Global Trust Asset Management
Florida
$23K
FCB
1098
First Command Bank
Texas
$22K -$7.72K -165 -26%
FCFS
1099
First Command Financial Services
Texas
$22K -$7.72K -165 -26%
GWMIA
1100
Global Wealth Management Investment Advisory
Florida
$22K

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.