We are live on ! Find out more

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
RAM
1151
Riggs Asset Management
Pennsylvania
$36K +$10.5K +203 +45%
FWM
1152
FSA Wealth Management
Massachusetts
$36K +$33.8K +655 New
CFFP
1153
Center for Financial Planning
Michigan
$35K +$33.4K +647 New
FP
1154
Financial Perspectives
Minnesota
$33.1K +$31.3K +605 New
IF
1155
Ironwood Financial
Arizona
$33K
OSAM
1156
O'Shaughnessy Asset Management
Connecticut
$33K +$30.8K +597 +19,900%
CCA
1157
Column Capital Advisors
Indiana
$33K +$31.3K +606 New
1NWS
1158
1 North Wealth Services
Maryland
$32K +$26.1K +506 +582%
GWS
1159
Glassman Wealth Services
Virginia
$31K +$2.79K +54 +11%
AW
1160
Alpha Windward
Massachusetts
$30K -$5.94K -115 -17%
TFGT
1161
TS Financial Group (TSFG)
Illinois
$30K
PCA
1162
Peddock Capital Advisors
Massachusetts
$30K +$28.4K +549 New
AWM
1163
Atticus Wealth Management
Florida
$30K +$28.6K +554 New
POIA
1164
Pin Oak Investment Advisors
Texas
$29K
BDWM
1165
Brewin Dolphin Wealth Management
Ireland
$28.2K
BWA
1166
Burt Wealth Advisors
Maryland
$28K
VNA
1167
Valley National Advisers
Pennsylvania
$28K +$9.97K +193 +60%
PMFA
1168
Plante Moran Financial Advisors
Michigan
$27K -$28.7K -555 -53%
SBL
1169
Sargent Bickham Lagudis
Colorado
$27K -$8.11K -157 -24%
CAC
1170
Certified Advisory Corp
Florida
$27K -$1.91K -37 -7%
IFAM
1171
Institutional & Family Asset Management
Colorado
$27K
FCB
1172
First Command Bank
Texas
$27K +$2.17K +42 +9%
FCFS
1173
First Command Financial Services
Texas
$27K +$2.17K +42 +9%
BAM
1174
Bellevue Asset Management
Washington
$27K +$25.9K +502 New
GTAM
1175
Global Trust Asset Management
Florida
$26K

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.