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1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1076
TKG Advisors
Indiana
$277K +$9.61K +179 +3%
CA
1077
Claro Advisors
Massachusetts
$276K +$20.7K +385 +8%
9WM
1078
9258 Wealth Management
Ohio
$275K +$2.2K +41 +0.8%
DLA
1079
Douglas Lane & Associates
New York
$275K +$1.13K +21 +0.4%
AFP
1080
Ausdal Financial Partners
Iowa
$275K
AWM
1081
Affinity Wealth Management
Delaware
$274K +$25.5K +475 +10%
ACM
1082
Alethea Capital Management
Washington
$273K -$553K -10,307 -66%
EFSCE
1083
Enterprise Financial Services Corp (EFSC)
Missouri
$273K -$8.8K -164 -3%
SIG
1084
Stonegate Investment Group
Alabama
$273K -$115K -2,138 -29%
SW
1085
Solidarity Wealth
Utah
$270K -$4.35K -81 -2%
BB
1086
Busey Bank
Illinois
$270K +$6.76K +126 +2%
ISL
1087
Ingalls & Snyder LLC
New York
$269K -$19.7K -367 -7%
VSQM
1088
V-Square Quantitative Management
Illinois
$269K +$195K +3,636 +230%
MHIC
1089
Marble Harbor Investment Counsel
Massachusetts
$267K -$10.7K -200 -4%
LW
1090
Lauer Wealth
Indiana
$267K -$28.5K -530 -9%
SAIG
1091
Semper Augustus Investments Group
Colorado
$267K
BWP
1092
Baldwin Wealth Partners
Massachusetts
$266K -$6.28K -117 -2%
DBIA
1093
Dumont & Blake Investment Advisors
New Jersey
$266K +$805 +15 +0.3%
MMPW
1094
Mitchell McLeod Pugh & Williams
Alabama
$266K
MWC
1095
MBM Wealth Consultants
Missouri
$265K +$13.9K +258 +5%
AWAP
1096
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$264K
EIA
1097
Edgemoor Investment Advisors
Maryland
$263K -$913 -17 -0.3%
UM
1098
UniSuper Management
Australia
$263K
BFM
1099
Boothbay Fund Management
New York
$262K +$9.98K +186 +4%
CI
1100
CX Institutional
Indiana
$261K -$4.88K -91 -2%

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.