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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
FPFS
1201
First Personal Financial Services
North Carolina
$18K -$52 -1 -0.3%
Credit Agricole
1202
Credit Agricole
France
$18K
DOA
1203
D'Orazio & Associates
Virginia
$18K
TIM
1204
Tortoise Investment Management
New York
$18K
FANJ
1205
Financial Architects (New Jersey)
New Jersey
$17K -$23.1K -447 -59%
GSC
1206
G&S Capital
Colorado
$16K +$207 +4 +1%
HWM
1207
Howard Wealth Management
Connecticut
$16K +$15.3K +296 New
CMA
1208
Cedar Mountain Advisors
Oregon
$16K +$15.4K +299 New
EWM
1209
Edge Wealth Management
New York
$15K
MCM
1210
McMillion Capital Management
North Carolina
$15K
MFT
1211
Moisand Fitzgerald Tamayo
Florida
$15K
TCCM
1212
Timber Creek Capital Management
Massachusetts
$15K
FWM
1213
Focused Wealth Management
New York
$15K +$1.24K +24 +10%
BWM
1214
Baystate Wealth Management
Massachusetts
$13K -$7.96K -154 -39%
AWM
1215
Avior Wealth Management
Nebraska
$13K -$7.13K -138 -36%
HCM
1216
Highlander Capital Management
New Jersey
$13K
LFG
1217
LifePlan Financial Group
Ohio
$13K
TF
1218
TimeScale Financial
Massachusetts
$13K
IWP
1219
IAG Wealth Partners
Wisconsin
$13K +$12K +232 New
JSC
1220
Jackson Square Capital
California
$12K +$11.5K +223 New
SC
1221
Solstein Capital
California
$12K +$11.7K +226 New
MG
1222
MilWealth Group
Wisconsin
$11.5K
FBT
1223
First Bank & Trust
South Dakota
$11K -$13.9K -269 -57%
BAMG
1224
Brand Asset Management Group
Missouri
$11K
PWP
1225
Personal Wealth Partners
Minnesota
$11K

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.