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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1151
Focus Partners Advisor Solutions
Missouri
$242K +$248K +4,415 New
WMA
1152
Wealth Management Associates
New Jersey
$241K +$247K +4,395 New
CGA
1153
Crescent Grove Advisors
Illinois
$241K +$247K +4,393 New
GSB
1154
Greenfield Savings Bank
Massachusetts
$240K -$9.56K -170 -4%
DGAM
1155
Desjardins Global Asset Management
Quebec, Canada
$240K +$27.3K +486 +12%
EF
1156
Empowered Funds
Pennsylvania
$240K +$246K +4,375 New
SWA
1157
SFMG Wealth Advisors
Texas
$239K +$506 +9 +0.2%
CT
1158
Caldwell Trust
Florida
$239K
FCB
1159
First County Bank
Connecticut
$239K +$245K +4,354 New
HS
1160
Horan Securities
United States
$238K +$9.9K +176 +4%
SAF
1161
Smith Anglin Financial
Texas
$238K +$14.5K +257 +6%
YIA
1162
YHB Investment Advisors
Connecticut
$237K +$11.8K +210 +5%
PCA
1163
Pallas Capital Advisors
Massachusetts
$237K
XWM
1164
Xcel Wealth Management
Florida
$237K +$243K +4,317 New
BFA
1165
Bill Few Associates
Pennsylvania
$235K +$241K +4,287 New
NSIM
1166
North Star Investment Management
Illinois
$235K +$58.1K +1,033 +32%
LIA
1167
LBMC Investment Advisors
Tennessee
$234K
DIA
1168
Dana Investment Advisors
Wisconsin
$233K
JCM
1169
Janney Capital Management
Pennsylvania
$233K -$29.5K -525 -11%
PA
1170
Procyon Advisors
Connecticut
$232K +$2.31K +41 +1%
CWM
1171
Cornerstone Wealth Management
Missouri
$232K +$238K +4,238 New
MFS
1172
Madrona Financial Services
Washington
$232K
STA
1173
Summit Trail Advisors
New York
$231K +$237K +4,220 New
AMG
1174
Advisors Management Group
Wisconsin
$230K -$2.64K -47 -1%
BFA
1175
Brendel Financial Advisors
New Hampshire
$230K +$236K +4,197 New