We are live on ! Find out more

1,146 hedge funds and large institutions have $23.4B invested in Dow Inc in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 366 increasing their positions, 473 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.24B)

4% more funds holding

Funds holding: 1,1001,146 (+46)

7% more call options, than puts

Call options by funds: $525M | Put options by funds: $488M

0.37% more ownership

Funds ownership: 66.74%67.11% (+0.37%)

23% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 473

Holders
1,146
Holders Change
+46
Holders Change %
+4.18%
% of All Funds
23.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
131
Increased
366
Reduced
473
Closed
77
Calls
$525M
Puts
$488M
Net Calls
+$36.6M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1201
Kore Private Wealth
New York
-$76K -1,874 Closed
EWP
1202
Engrave Wealth Partners
Texas
-$61K -1,507 Closed
WFMPM
1203
Woodley Farra Manion Portfolio Management
Indiana
-$59K -1,453 Closed
CWM
1204
Campbell Wealth Management
Virginia
-$47K -1,147 Closed
AWM
1205
Apollon Wealth Management
South Carolina
-$38K -924 Closed
BL
1206
Balentine LLC
Georgia
-$35K -865 Closed
SGAM
1207
Smith Group Asset Management
Texas
-$34K -830 Closed
1W
1208
1776 Wealth
Georgia
-$27K -678 Closed
FWM
1209
FSA Wealth Management
Massachusetts
-$19K -476 Closed
Loomis, Sayles & Company
1210
Loomis, Sayles & Company
Massachusetts
-$16K -399 Closed
MLFP
1211
MPS Loria Financial Planners
Illinois
-$15K -359 Closed
EARNEST Partners
1212
EARNEST Partners
Georgia
-$14K -350 Closed
DOA
1213
D'Orazio & Associates
Virginia
-$13K -325 Closed
WR
1214
Watson Rebecca
-$12K -306 Closed
FANJ
1215
Financial Architects (New Jersey)
New Jersey
-$11K -266 Closed
RDWM
1216
Red Door Wealth Management
Tennessee
-$8K -208 Closed
LWA
1217
Lenox Wealth Advisors
New York
-$8K -205 Closed
FBT
1218
First Bank & Trust
South Dakota
-$7K -166 Closed
JSC
1219
Jackson Square Capital
California
-$5K -112 Closed
CLOS
1220
Compagnie Lombard Odier SCmA
Switzerland
-$2K -43 Closed
SCA
1221
Stonebridge Capital Advisors
Minnesota
-$1K -25 Closed
MWA
1222
MFA Wealth Advisors
Pennsylvania
-$326 -8 Closed
PFG
1223
Pacific Financial Group
Washington
+$135 +3 New

DOW Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new DOW positions and 77 closed out — a net gain of 54 holders — while 366 added to existing stakes and 473 trimmed.

The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $368M.

  • 1,146 institutional investors held Dow Inc (DOW) as of Q3 2020, up from 1,100 in Q2 2020.
  • Funds reported $23.4B of Dow Inc stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Dow Inc positions in Q3 2020 and 77 closed out, a net change of +54 holders.
  • The largest Dow Inc buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
  • The largest Dow Inc seller in Q3 2020 was Capital Research Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.