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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
CVA
1201
Ceredex Value Advisors
Florida
-$27.6M -559,318 Closed
LCM
1202
Lomas Capital Management
New York
-$11.5M -232,770 Closed
BC
1203
Brookfield Corp
Ontario, Canada
-$10.1M -205,788 Closed
DekaBank Deutsche Girozentrale
1204
DekaBank Deutsche Girozentrale
Germany
-$6.36M -123,843 Closed
BPB
1205
Badgley, Phelps & Bell
Washington
-$5.38M -109,112 Closed
SSA
1206
Schonfeld Strategic Advisors
New York
-$5.21M -105,686 Closed
SFWA
1207
Summit Financial Wealth Advisors
Louisiana
-$4.75M -96,260 Closed
SEC
1208
Seven Eight Capital
New York
-$4.74M -96,158 Closed
JWM
1209
Jupiter Wealth Management
Colorado
-$4.82M -93,472 Closed
WorldQuant Millennium Advisors
1210
WorldQuant Millennium Advisors
New York
-$4.42M -89,747 Closed
RA
1211
Rovida Advisors
Florida
-$4.1M -83,333 Closed
BAM
1212
Blueshift Asset Management
New Jersey
-$3.99M -80,947 Closed
BHA
1213
Beech Hill Advisors
New York
-$3.69M -74,864 Closed
NI
1214
NFC Investments
Tennessee
-$3.42M -69,329 Closed
PTC
1215
Philadelphia Trust Company
Pennsylvania
-$3.41M -69,184 Closed
CC
1216
Cipher Capital
New York
-$3.02M -61,247 Closed
Ninety One (UK)
1217
Ninety One (UK)
United Kingdom
-$2.99M -60,672 Closed
CAM
1218
Congress Asset Management
Massachusetts
-$2.98M -60,323 Closed
ADEF
1219
Adams Diversified Equity Fund
Maryland
-$2.83M -57,400 Closed
SG
1220
Swarthmore Group
Pennsylvania
-$2.51M -50,972 Closed
SSWM
1221
Smith Salley Wealth Management
North Carolina
-$2.38M -48,216 Closed
CSC
1222
Cove Street Capital
California
-$2.33M -47,290 Closed
DIA
1223
Davidson Investment Advisors
Montana
-$2.24M -45,438 Closed
CCA
1224
Cruiser Capital Advisors
Connecticut
-$1.98M -40,115 Closed
GWM
1225
Greenwich Wealth Management
Connecticut
-$1.97M -39,885 Closed

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.