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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
KCM
1176
Kathmere Capital Management
Pennsylvania
$215K -$87K -1,620 -28%
HNWAG
1177
High Net Worth Advisory Group
Florida
$215K -$31.7K -590 -12%
MA
1178
MONECO Advisors
Connecticut
$215K -$6.17K -115 -3%
EIP
1179
Ellis Investment Partners
Pennsylvania
$215K +$1.72K +32 +0.8%
MWA
1180
Monograph Wealth Advisors
California
$214K +$223K +4,153 New
PSB
1181
Piscataqua Savings Bank
New Hampshire
$214K
FL
1182
Fort LP
Maryland
$214K +$222K +4,143 New
HWM
1183
Horizon Wealth Management
Illinois
$212K +$5.05K +94 +2%
PWAM
1184
Pinnacle West Asset Management
Wyoming
$212K +$13.1K +244 +6%
PFA
1185
Pure Financial Advisors
California
$212K +$8.27K +154 +4%
P
1186
&Partners
Tennessee
$211K +$6.5K +121 +3%
BWM
1187
BigSur Wealth Management
Florida
$211K
KCM
1188
Kanawha Capital Management
Virginia
$211K -$24.2K -450 -10%
SIM
1189
Sentry Investment Management
Wisconsin
$211K -$32.6K -608 -13%
SAF
1190
Smith Anglin Financial
Texas
$210K -$1.13K -21 -0.5%
CG
1191
Clarus Group
Texas
$209K -$229K -4,270 -51%
FWM
1192
Finer Wealth Management
Massachusetts
$208K -$20.8K -387 -9%
KFA
1193
Kelleher Financial Advisors
New York
$208K -$1.13K -21 -0.5%
TW
1194
Transform Wealth
Colorado
$207K -$158K -2,941 -42%
JAFL
1195
Jay A. Fishman Ltd
Michigan
$206K
QPBE
1196
Quintet Private Bank (Europe)
Luxembourg
$206K +$2.95K +55 +1%
AF
1197
Apexium Financial
Texas
$206K +$4.62K +86 +2%
KFG
1198
Kingdom Financial Group
Arizona
$206K +$214K +3,989 New
BCG
1199
Breakwater Capital Group
New Jersey
$206K +$229K +4,263 New
QL
1200
Quarry LP
New York
$205K +$191K +3,560 +864%

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.