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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
AIM
1151
Advantage Investment Management
Iowa
$9K -$14.2K -304 -61%
BAMG
1152
Brand Asset Management Group
Missouri
$9K
SFG
1153
Sage Financial Group
Pennsylvania
$9K
KWA
1154
KCS Wealth Advisory
California
$8.47K +$8.33K +178 New
PCA
1155
Providence Capital Advisors
North Carolina
$8K +$7.77K +166 New
BL
1156
Balentine LLC
Georgia
$7K -$5.43K -116 -45%
BC
1157
Barnett & Company
Tennessee
$7K
BWL
1158
Bogart Wealth LLC
Virginia
$7K
CA
1159
Centerpoint Advisors
Massachusetts
$7K
WCG
1160
Weaver Consulting Group
California
$7K
CI
1161
CX Institutional
Indiana
$6K -$49.1K -1,048 -89%
SFA
1162
Semmax Financial Advisors
North Carolina
$6K -$562 -12 -9%
SGAM
1163
Smith Group Asset Management
Texas
$6K -$468 -10 -8%
IWA
1164
Intercontinental Wealth Advisors
Texas
$6K
RWG
1165
Regal Wealth Group
California
$6K +$47 +1 +0.7%
LF
1166
Lee Financial
Texas
$6K +$5.48K +117 New
MBTD
1167
Mechanics Bank - Trust Department
California
$6K +$6.18K +132 New
CAL
1168
Capital Advisors Ltd
Ohio
$5K
FCMT
1169
Founders Capital Management (Texas)
Texas
$5K
PCTC
1170
Perkins Coie Trust Company
Washington
$5K
CFD
1171
Creative Financial Designs
Indiana
$5K +$47 +1 +1%
PWMG
1172
Prestige Wealth Management Group
New Jersey
$5K +$4.54K +97 New
KFS
1173
Kelly Financial Services
Massachusetts
$4.49K -$983 -21 -18%
WAS
1174
Winch Advisory Services
Wisconsin
$4K -$87K -1,858 -96%
HI
1175
Human Investing
Oregon
$4K -$16.3K -348 -82%

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.