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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
1076
Private Ocean
California
$102K +$103 +2 +0.1%
TC
1077
Trust Company
Kansas
$102K +$19.6K +379 +25%
FFC
1078
First Financial Corp
Indiana
$101K -$3.05K -59 -3%
FIB
1079
First Interstate Bank
Montana
$101K +$4.65K +90 +5%
PFGIA
1080
Patriot Financial Group Insurance Agency
Massachusetts
$100K -$62.7K -1,213 -40%
TPWA
1081
TRUE Private Wealth Advisors
Oregon
$100K +$94.4K +1,827 New
VCM
1082
Versant Capital Management
Arizona
$99K -$2.12K -41 -2%
CAW
1083
Cornerstone Advisors (Washington)
Washington
$96K +$17.8K +344 +25%
APC
1084
Aspire Private Capital
North Carolina
$96K +$57K +1,104 +168%
CWP
1085
CFM Wealth Partners
Texas
$92K +$90.3K +1,748 New
LB
1086
Legacy Bridge
Iowa
$91K -$5.99K -116 -7%
KPW
1087
Kore Private Wealth
New York
$91K +$86K +1,664 New
SIAP
1088
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$90K -$79.6K -1,541 -48%
KPCM
1089
Kings Point Capital Management
New York
$90K +$45.5K +881 +115%
EI
1090
Ellevest Inc
New York
$87K +$28.4K +549 +53%
CBT
1091
Central Bank & Trust
Kentucky
$86K +$1.81K +35 +2%
ME
1092
McIlrath & Eck
Washington
$86K +$9.97K +193 +14%
WFMPM
1093
Woodley Farra Manion Portfolio Management
Indiana
$86K +$81.3K +1,574 New
BCA
1094
Berman Capital Advisors
Georgia
$83K -$6.15K -119 -7%
EWP
1095
Engrave Wealth Partners
Texas
$82K +$77.9K +1,507 New
OC
1096
Oakworth Capital
Alabama
$80K -$4.39K -85 -5%
Loomis, Sayles & Company
1097
Loomis, Sayles & Company
Massachusetts
$79K +$6.46K +125 +10%
TFS
1098
TrustCore Financial Services
Tennessee
$78K +$3.93K +76 +6%
FQ
1099
First Quadrant
California
$77K
CAL
1100
Capital Analysts LLC
Pennsylvania
$76K +$4.91K +95 +7%

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.