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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
CQS
1176
Credential Qtrade Securities
$25.8K +$24.3K +471 New
FEG
1177
Financial Enhancement Group
Indiana
$25K -$1.81K -35 -7%
Kayne Anderson Rudnick Investment Management
1178
Kayne Anderson Rudnick Investment Management
California
$25K +$878 +17 +4%
SLF
1179
Sun Life Financial
Ontario, Canada
$24K -$8.73K -169 -28%
AJ
1180
Ashburton (Jersey)
Jersey
$24K
SMFS
1181
Squar Milner Financial Services
California
$24K +$22.7K +440 New
TA
1182
TFG Advisers
Michigan
$24K +$23.4K +453 New
EWM
1183
Endurance Wealth Management
Rhode Island
$23K
AIS
1184
Accurate Investment Solutions
Pennsylvania
$22K
TCM
1185
Tradewinds Capital Management
Washington
$22K
AWM
1186
AllSquare Wealth Management
New York
$21K
HGWM
1187
Harvest Group Wealth Management
Massachusetts
$20K
MA
1188
MCF Advisors
Kentucky
$20K
NC
1189
NewSquare Capital
Pennsylvania
$20K
HIIFS
1190
Harel Insurance Investments & Financial Services
Israel
$20K +$17.9K +347 +1,446%
1W
1191
1776 Wealth
Georgia
$20K +$19.5K +378 New
AWA
1192
Arkadios Wealth Advisors
Georgia
$19.9K +$21.2K +411 New
CAM
1193
Columbia Asset Management
Michigan
$19.2K -$33.6K -650 -2%
BIMC
1194
Benson Investment Management Company
Virginia
$19K
EARNEST Partners
1195
EARNEST Partners
Georgia
$19K
AP
1196
Arlington Partners
Alabama
$19K +$1.03K +20 +6%
LWM
1197
Lionsbridge Wealth Management
Florida
$19K +$19.3K +373 New
AWA
1198
Artemis Wealth Advisors
New York
$18.7K +$17.6K +341 New
SIAS
1199
Shine Investment Advisory Services
Colorado
$18K -$86.9K -1,682 -84%
WC
1200
Whitnell & Co
Illinois
$18K -$72.7K -1,408 -81%

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.