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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
MCM
1126
Manchester Capital Management
Vermont
$248K +$1.66K +31 +0.6%
Luther King Capital Management (LKCM)
1127
Luther King Capital Management (LKCM)
Texas
$248K -$113K -2,114 -31%
LC
1128
Lindbrook Capital
California
$247K +$10.9K +203 +4%
BG
1129
Bahl & Gaynor
Ohio
$247K -$31.5K -586 -11%
WG
1130
Winton Group
United Kingdom
$247K -$138K -2,571 -35%
IP
1131
Ignite Planners
California
$246K -$25.3K -471 -9%
BSA
1132
Bull Street Advisors
Georgia
$245K
EA
1133
Ergawealth Advisors
Illinois
$244K
KWMG
1134
King Wealth Management Group
Florida
$244K
SFFS
1135
Stonehage Fleming Financial Services
Jersey
$241K +$251K +4,679 New
PCA
1136
Pallas Capital Advisors
Massachusetts
$241K +$267K +4,979 New
CHA
1137
Carmichael Hill & Associates
Maryland
$241K -$9.13K -170 -4%
RWA
1138
Ropes Wealth Advisors
Massachusetts
$240K -$214K -3,980 -46%
CAM
1139
Campion Asset Management
Virginia
$240K
EB
1140
Exchange Bank
California
$239K
CCM
1141
Chiron Capital Management
Florida
$237K +$10.7K +200 +5%
AC
1142
Avestar Capital
New York
$236K -$7.73K -144 -3%
TTWM
1143
TCV Trust & Wealth Management
Virginia
$235K +$245K +4,566 New
TSWM
1144
Triangle Securities Wealth Management
North Carolina
$235K -$5.37K -100 -2%
BFA
1145
Bill Few Associates
Pennsylvania
$234K +$20.1K +375 +9%
AF
1146
Aldebaran Financial
$233K
Bank Julius Baer & Co
1147
Bank Julius Baer & Co
Switzerland
$233K +$6.23K +116 +3%
RB
1148
Rodgers Brothers
Pennsylvania
$233K +$6.71K +125 +3%
MSFS
1149
Main Street Financial Solutions
Pennsylvania
$233K -$9.5K -177 -4%
CM
1150
Cercano Management
Washington
$232K

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.