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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
JMFC
1101
J.M. Forbes & Co
Massachusetts
$260K -$20.6K -383 -7%
TBA
1102
Tower Bridge Advisors
Pennsylvania
$260K +$3.06K +57 +1%
UBV
1103
United Bank (Virginia)
Virginia
$259K
WA
1104
Wealth Alliance
New York
$259K -$8.96K -167 -3%
SAI
1105
Systematic Alpha Investments
New Jersey
$259K
GF
1106
Gabelli Funds
New York
$258K
QPW
1107
Quantum Private Wealth
Florida
$257K
LFM
1108
LGT Fund Management
Liechtenstein
$257K
AIM
1109
Anchor Investment Management
South Carolina
$256K -$1.77K -33 -0.7%
SC
1110
Saybrook Capital
North Carolina
$256K
FSA
1111
Fort Sheridan Advisors
Illinois
$256K -$55.1K -1,027 -17%
ZIG
1112
Zullo Investment Group
Pennsylvania
$256K -$46.3K -863 -15%
NP
1113
NorthRock Partners
Minnesota
$255K +$266K +4,954 New
FA
1114
FDx Advisors
Illinois
$255K -$556K -10,358 -68%
FPAS
1115
Focus Partners Advisor Solutions
Missouri
$254K +$264K +4,921 New
CNBTD
1116
Citizens National Bank Trust Department
Mississippi
$252K
AB
1117
Atlas Brown
Kentucky
$252K
SVWAG
1118
Sound View Wealth Advisors Group
Georgia
$251K +$13.4K +250 +5%
CT
1119
Caldwell Trust
Florida
$250K
Wolverine Trading
1120
Wolverine Trading
Illinois
$250K +$260K +4,847 New
PPWM
1121
Paragon Private Wealth Management
Kentucky
$250K -$8K -149 -3%
FCCM
1122
First City Capital Management
Georgia
$250K
GIA
1123
Guyasuta Investment Advisors
Pennsylvania
$249K -$1.13K -21 -0.4%
KW
1124
KWB Wealth
California
$249K
SWM
1125
Silverlake Wealth Management
Vermont
$249K -$4.24K -79 -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.