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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
AAP
1126
Arax Advisory Partners
Colorado
$55K
FCM
1127
Firestone Capital Management
Florida
$55K +$52.3K +1,012 New
MF
1128
Manchester Financial
California
$55K +$52.4K +1,014 New
TW
1129
Towerpoint Wealth
California
$52K -$5.68K -110 -0.9%
NSB
1130
Norway Savings Bank
Maine
$51K -$14.8K -286 -23%
EIM
1131
Essex Investment Management
Massachusetts
$50K
FNBOSM
1132
First National Bank of South Miami
Florida
$49K +$46.5K +900 New
APW
1133
Acima Private Wealth
Virginia
$48K -$5.32K -103 -11%
ACM
1134
AUA Capital Management
Pennsylvania
$47K -$19.7K -381 -31%
HR
1135
Howe & Rusling
New York
$45K -$14.3K -277 -25%
JFA
1136
JNBA Financial Advisors
Minnesota
$44K +$31K +600 +293%
WPA
1137
West Paces Advisors
Georgia
$43.7K +$11.1K +214 +37%
PCIA
1138
Prime Capital Investment Advisors
Kansas
$43K -$14.4K -278 -26%
LWM
1139
Lenox Wealth Management
Ohio
$43K -$1.08K -21 -3%
SGAM
1140
Smith Group Asset Management
Texas
$43K +$34.6K +670 +578%
BCI
1141
Brinker Capital Investments
Pennsylvania
$42K +$2.17K +42 +6%
WCG
1142
Weaver Consulting Group
California
$42K +$38.7K +750 +540%
BBA
1143
Braun-Bostich & Associates
Pennsylvania
$42K +$40.8K +790 New
GWMIA
1144
Global Wealth Management Investment Advisory
Florida
$41K +$14.6K +283 +61%
LWM
1145
Liberty Wealth Management
California
$39K +$4.8K +93 +15%
RMAM
1146
Raab & Moskowitz Asset Management
New Jersey
$39K +$37.1K +719 New
ACM
1147
Anfield Capital Management
California
$39K +$40.8K +790 New
SFFS
1148
Stonehage Fleming Financial Services
Jersey
$38K -$262K -5,068 -88%
AssetMark Inc
1149
AssetMark Inc
California
$38K -$6.56K -127 -16%
GRP
1150
Global Retirement Partners
California
$36K -$57.2K -1,107 -63%

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.