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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
DOA
1126
D'Orazio & Associates
Virginia
$15K
HCM
1127
Hilton Capital Management
New York
$15K
KAS
1128
Kemnay Advisory Services
New York
$15K
VNA
1129
Valley National Advisers
Pennsylvania
$15K
BCM
1130
Blume Capital Management
California
$14K -$15.6K -333 -52%
GSC
1131
G&S Capital
Colorado
$14K +$187 +4 +1%
SQA
1132
Simon Quick Advisors
New Jersey
$14K +$9.36K +200 +227%
MFT
1133
Moisand Fitzgerald Tamayo
Florida
$13K -$1.12K -24 -8%
MCM
1134
McMillion Capital Management
North Carolina
$13K
TCCM
1135
Timber Creek Capital Management
Massachusetts
$13K
FWM
1136
Focused Wealth Management
New York
$12K -$15.2K -325 -57%
EWM
1137
Edge Wealth Management
New York
$12K
HCM
1138
Highlander Capital Management
New Jersey
$12K
KC
1139
Knuff & Co
California
$12K
PCFFS
1140
Pacific Center for Financial Services
California
$12K
APSP
1141
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K
LFG
1142
LifePlan Financial Group
Ohio
$11K
TF
1143
TimeScale Financial
Massachusetts
$11K
LGWM
1144
Litman Gregory Wealth Management
California
$11K +$10.4K +223 New
MG
1145
MilWealth Group
Wisconsin
$10K
CCM
1146
Cribstone Capital Management
Maine
$10K -$11.5K -245 -53%
JFA
1147
JNBA Financial Advisors
Minnesota
$10K -$4.26K -91 -31%
CIA
1148
CSat Investment Advisory
Michigan
$10K +$1.83K +39 +23%
PWP
1149
Personal Wealth Partners
Minnesota
$10K +$5.48K +117 +138%
NIC
1150
Northwest Investment Counselors
Oregon
$10K +$9.46K +202 New

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.