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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
CPA
1201
Court Place Advisors
Maryland
$204K
PCM
1202
Penserra Capital Management
California
$202K -$56.9M -1,059,307 -100%
BFO
1203
Boston Family Office
Massachusetts
$202K
SB
1204
Strategic Blueprint
Georgia
$201K +$209K +3,900 New
WFMPM
1205
Woodley Farra Manion Portfolio Management
Indiana
$201K +$2.52K +47 +1%
CCB
1206
Cutter & Co Brokerage
Missouri
$201K +$752 +14 +0.4%
RMCM
1207
Reynders McVeigh Capital Management
Massachusetts
$200K -$27.8K -517 -12%
ORC
1208
O'Rourke & Company
Massachusetts
$200K +$1.02K +19 +0.5%
VEA
1209
Virtus ETF Advisers
New York
$199K -$18.1K -337 -8%
RTC
1210
Riverview Trust Company
Washington
$191K
LOIM
1211
Liberty One Investment Management
Illinois
$189K -$5.37K -100 -3%
FPB
1212
First PREMIER Bank
South Dakota
$186K -$1.61K -30 -0.8%
PMEF
1213
Point72 Middle East FZE
United Arab Emirates
$184K +$192K +3,573 New
PCFFS
1214
Pacific Center for Financial Services
California
$181K +$2.36K +44 +1%
JFG
1215
Jefferies Financial Group
New York
$180K -$367K -6,830 -66%
Legacy Financial Group (Iowa)
1216
Legacy Financial Group (Iowa)
Iowa
$178K +$186K +3,458 New
CSB
1217
City State Bank
Iowa
$171K
MCM
1218
MV Capital Management
Maryland
$169K -$11K -205 -6%
LWANC
1219
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K
TFGT
1220
TS Financial Group (TSFG)
Illinois
$163K +$8.48K +158 +5%
ME
1221
McIlrath & Eck
Washington
$162K
MHR
1222
Matthew Hamilton Rosenberg
$161K +$10.2K +190 +6%
BCM
1223
BluePath Capital Management
Georgia
$161K +$167K +3,117 New
GWSG
1224
GPS Wealth Strategies Group
Colorado
$159K +$17.1K +319 +12%
SCM
1225
Silvant Capital Management
Georgia
$154K

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.