We are live on ! Find out more

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
PWMG
1151
Pioneer Wealth Management Group
Texas
$232K
ACM
1152
Allred Capital Management
Texas
$231K +$698 +13 +0.3%
HCM
1153
Howland Capital Management
Massachusetts
$230K
WT
1154
Washington Trust
Rhode Island
$228K -$91K -1,696 -28%
WCA
1155
Westover Capital Advisors
Delaware
$228K -$15.4K -286 -6%
GDP
1156
Great Diamond Partners
Maine
$227K +$16.8K +313 +8%
CGA
1157
Crescent Grove Advisors
Illinois
$227K +$8K +149 +4%
AGP
1158
Autumn Glory Partners
Texas
$226K
GEA
1159
Glen Eagle Advisors
New Jersey
$225K -$4.08K -76 -2%
WB
1160
West Bancorporation
Iowa
$225K -$3.01K -56 -1%
LIA
1161
LBMC Investment Advisors
Tennessee
$224K
TLP
1162
Trinity Legacy Partners
Texas
$224K +$233K +4,341 New
GL
1163
Graypoint LLC
New York
$223K +$233K +4,332 New
FHA
1164
First Horizon Advisors
Tennessee
$222K +$48.8K +909 +27%
ERIM
1165
Eagle Ridge Investment Management
Connecticut
$222K -$22.9K -427 -9%
HS
1166
Horan Securities
United States
$222K -$9.5K -177 -4%
PWMG
1167
Provence Wealth Management Group
California
$222K +$231K +4,301 New
BL
1168
Balentine LLC
Georgia
$222K -$65.3K -1,216 -22%
NSIM
1169
North Star Investment Management
Illinois
$221K +$107 +2 +0%
YIA
1170
YHB Investment Advisors
Connecticut
$221K
SIC
1171
Salem Investment Counselors
North Carolina
$220K
LI
1172
Lafayette Investments
Maryland
$220K -$39.4K -734 -15%
CWM
1173
Cornerstone Wealth Management
Missouri
$219K -$8K -149 -3%
MFS
1174
Madrona Financial Services
Washington
$218K
FTC
1175
Farmers Trust Company
Ohio
$217K

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.