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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
PMG
101
Private Management Group
California
$26.3M -$196K -3,787 -0.8%
Canada Life
102
Canada Life
Manitoba, Canada
$25.7M -$2.18M -42,253 -8%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.3M -$424K -8,197 -2%
EPFB
104
Employees Provident Fund Board
Malaysia
$25.2M +$2.99M +57,917 +14%
CLG
105
Cooperman Leon G
$24.8M +$4.47M +86,610 +24%
SFC
106
SYM Financial Corp
Indiana
$24.6M -$188K -3,631 -0.8%
GIA
107
Gateway Investment Advisers
Ohio
$24.6M -$893K -17,275 -4%
Jennison Associates
108
Jennison Associates
New York
$24.3M +$22.9M +443,909 New
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$24.2M +$6.02M +116,485 +36%
TNB
110
TCF National Bank
South Dakota
$23.5M -$246K -4,769 -1%
Asset Management One
111
Asset Management One
Japan
$22.4M -$666K -12,886 -3%
Franklin Resources
112
Franklin Resources
California
$22M -$108M -2,096,780 -84%
PI
113
PineBridge Investments
New York
$21.9M -$115K -2,234 -0.6%
HTC
114
Haverford Trust Company
Pennsylvania
$21.8M +$181K +3,511 +0.9%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$21.5M +$2.16M +41,765 +12%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$20.6M -$24.3M -469,754 -56%
AG
117
Aperio Group
California
$20.3M +$2.95M +57,010 +18%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$19.9M +$3.08M +59,538 +20%
WPC
119
Waters Parkerson & Co
Louisiana
$19.9M +$606K +11,722 +3%
Victory Capital Management
120
Victory Capital Management
Texas
$19.4M -$66.2K -1,282 -0.4%
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.1M +$10.5M +203,500 +140%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$18.7M +$360K +6,973 +2%
ClearBridge Investments
123
ClearBridge Investments
New York
$18.7M -$372K -7,194 -2%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$18.4M +$17.4M +336,832 New
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$18.3M +$175K +3,380 +1%

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.