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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1201
Horizon Wealth Management
Illinois
$219K +$225K +3,995 New
DOA
1202
D'Orazio & Associates
Virginia
$216K +$222K +3,949 New
PFA
1203
Pure Financial Advisors
California
$215K +$221K +3,926 New
PWAM
1204
Pinnacle West Asset Management
Wyoming
$215K +$220K +3,913 New
FTC
1205
Farmers Trust Company
Ohio
$215K +$220K +3,918 New
1WA
1206
180 Wealth Advisors
Washington
$214K -$4.33K -77 -2%
BFO
1207
Boston Family Office
Massachusetts
$214K +$220K +3,916 New
CAMG
1208
CWA Asset Management Group
Florida
$214K +$219K +3,900 New
MWP
1209
Moller Wealth Partners
$214K +$219K +3,900 New
EIP
1210
Ellis Investment Partners
Pennsylvania
$214K +$219K +3,896 New
WI
1211
Wintrust Investments
Illinois
$213K +$218K +3,878 New
MW
1212
MBL Wealth
North Carolina
$213K +$218K +3,877 New
AT
1213
American Trust
Kentucky
$212K +$218K +3,874 New
PFM
1214
Parsec Financial Management
North Carolina
$212K -$99.9K -1,776 -31%
BC
1215
Brookfield Corp
Ontario, Canada
$211K +$217K +3,858 New
WFMPM
1216
Woodley Farra Manion Portfolio Management
Indiana
$211K +$216K +3,844 New
BIM
1217
Bridges Investment Management
Nebraska
$210K +$216K +3,838 New
PCMC
1218
Paragon Capital Management (Colorado)
Colorado
$210K +$216K +3,838 New
AWAP
1219
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$210K +$215K +3,827 New
CPC
1220
Congress Park Capital
New York
$210K -$87.2K -1,550 -29%
OTL
1221
Oak Thistle LLC
New York
$210K +$215K +3,825 New
CCM
1222
Cohen Capital Management
California
$209K +$214K +3,810 New
TWP
1223
Tempus Wealth Planning
California
$208K +$214K +3,800 New
HKAM
1224
Horizon Kinetics Asset Management
New York
$208K +$214K +3,798 New
GSIAS
1225
Garden State Investment Advisory Services
New Jersey
$207K +$213K +3,779 New