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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1201
Aldebaran Financial
$236K -$24.9K -450 -10%
SAF
1202
Smith Anglin Financial
Texas
$236K -$884 -16 -0.4%
CWM
1203
Cornerstone Wealth Management
Missouri
$236K -$6.69K -121 -3%
PFA
1204
Pure Financial Advisors
California
$236K -$3.1K -56 -1%
ACM
1205
Allred Capital Management
Texas
$236K -$23.2K -420 -9%
A
1206
AJOVista
Massachusetts
$235K
GC
1207
Gratus Capital
Georgia
$235K +$224K +4,054 New
IP
1208
Ignite Planners
California
$235K -$8.9K -161 -4%
Jones Financial Companies
1209
Jones Financial Companies
Missouri
$234K +$44.1K +798 +25%
GFG
1210
Goldstone Financial Group
Illinois
$234K +$11.7K +211 +6%
FEM
1211
Fulcrum Equity Management
Texas
$234K +$223K +4,038 New
PPWM
1212
Paragon Private Wealth Management
Kentucky
$233K +$111 +2 +0%
EWM
1213
Empirical Wealth Management
Washington
$233K +$222K +4,015 New
JAFL
1214
Jay A. Fishman Ltd
Michigan
$232K
GDP
1215
Great Diamond Partners
Maine
$232K -$11.1K -200 -5%
KCM
1216
Kanawha Capital Management
Virginia
$232K -$12.5K -227 -5%
AF
1217
Apexium Financial
Texas
$231K -$5.2K -94 -2%
SAM
1218
SignalPoint Asset Management
Missouri
$230K +$220K +3,973 New
NCM
1219
Northwest Capital Management
Oregon
$230K +$27.6K +500 +14%
KW
1220
KWB Wealth
California
$230K -$42.4K -767 -16%
BBA
1221
BLB&B Advisors
Pennsylvania
$230K -$4.37K -79 -2%
TC
1222
Trilogy Capital
California
$230K -$2.45M -44,312 -92%
Luther King Capital Management (LKCM)
1223
Luther King Capital Management (LKCM)
Texas
$229K +$5.47K +99 +3%
SWP
1224
Strategic Wealth Partners
Ohio
$229K +$218K +3,952 New
RWMG
1225
Redwood Wealth Management Group
New Jersey
$229K +$11.4K +206 +6%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.