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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
VCP
1101
Verus Capital Partners
Arizona
$76K +$72K +1,393 New
LJHT
1102
Laurie J. Hall Trustee
$73K -$92.7K -1,795 -57%
OSNBOA
1103
Old Second National Bank of Aurora
Illinois
$73K -$22.4K -434 -25%
PB
1104
Pinnacle Bancorp
Nebraska
$72K -$9.82K -190 -13%
GEA
1105
Glen Eagle Advisors
New Jersey
$71.6K +$42.4K +820 +168%
ETI
1106
Enterprise Trust & Investment
California
$71K
WAS
1107
Winch Advisory Services
Wisconsin
$71K +$62.7K +1,213 +1,575%
TF
1108
Tompkins Financial
New York
$70K -$26.4K -511 -28%
TL
1109
TrueWealth LLC
Georgia
$68K
OPS
1110
Orion Portfolio Solutions
Nebraska
$68K +$63.8K +1,235 New
GG
1111
Gleason Group
Kentucky
$68K +$63.9K +1,236 New
CHAM
1112
Clear Harbor Asset Management
Connecticut
$67.8K +$64K +1,239 New
SWM
1113
Sugarloaf Wealth Management
Georgia
$65K +$61K +1,181 New
BWM
1114
BerganKDV Wealth Management
Minnesota
$63K +$3.31K +64 +6%
WB
1115
West Bancorporation
Iowa
$63K +$59.1K +1,144 New
SFSIG
1116
San Francisco Sentry Investment Group
California
$62K -$84.4K -1,633 -59%
SCM
1117
Silvant Capital Management
Georgia
$62K
AP
1118
Americana Partners
Texas
$62K +$58.6K +1,135 New
PCG
1119
Private Capital Group
Connecticut
$60K -$34.8K -674 -38%
AP
1120
Atwood & Palmer
Missouri
$60K
WAP
1121
Wealthcare Advisory Partners
Pennsylvania
$59K -$12.1K -235 -18%
PA
1122
PSI Advisors
Florida
$57K +$54.1K +1,048 New
BCA
1123
Bray Capital Advisors
Florida
$56K
MWC
1124
MBM Wealth Consultants
Missouri
$56K +$25.8K +500 +97%
PG
1125
Proffitt & Goodson
Tennessee
$55K -$196K -3,793 -79%

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.