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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
AJ
1101
Ashburton (Jersey)
Jersey
$21K
CAGAS
1102
Capital Advisory Group Advisory Services
Minnesota
$21K
Kayne Anderson Rudnick Investment Management
1103
Kayne Anderson Rudnick Investment Management
California
$21K
RAM
1104
Riggs Asset Management
Pennsylvania
$21K +$21.1K +451 New
EWM
1105
Endurance Wealth Management
Rhode Island
$20K -$12.5K -268 -39%
EWM
1106
Elmwood Wealth Management
California
$20K
1832 Asset Management
1107
1832 Asset Management
Ontario, Canada
$19K -$1.13M -24,233 -98%
BWM
1108
Baystate Wealth Management
Massachusetts
$19K -$11.7K -251 -39%
TCM
1109
Tradewinds Capital Management
Washington
$19K -$4.68K -100 -20%
AIS
1110
Accurate Investment Solutions
Pennsylvania
$19K
AWM
1111
Avior Wealth Management
Nebraska
$18K -$328 -7 -2%
AWM
1112
AllSquare Wealth Management
New York
$18K
MA
1113
MCF Advisors
Kentucky
$17K -$11.6K -247 -40%
EDRH
1114
Edmond de Rothschild Holding
Switzerland
$17K -$5.76K -123 -26%
BIMC
1115
Benson Investment Management Company
Virginia
$17K
EARNEST Partners
1116
EARNEST Partners
Georgia
$17K
HGWM
1117
Harvest Group Wealth Management
Massachusetts
$17K
NC
1118
NewSquare Capital
Pennsylvania
$17K
GWAG
1119
Garrett Wealth Advisory Group
Texas
$16K +$15.7K +336 New
AP
1120
Arlington Partners
Alabama
$16K
Credit Agricole
1121
Credit Agricole
France
$16K
NCM
1122
Northstar Capital Management
New York
$16K
FPFS
1123
First Personal Financial Services
North Carolina
$16K +$234 +5 +2%
FA
1124
Fortis Advisors
Pennsylvania
$16K +$15.6K +333 New
TIM
1125
Tortoise Investment Management
New York
$15K -$6.18K -132 -29%

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.