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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
ACM
101
Advisors Capital Management
New Jersey
$27.2M +$1.2M +22,372 +4%
HTC
102
Haverford Trust Company
Pennsylvania
$27.1M -$663K -12,353 -2%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$26.6M -$272K -5,074 -1%
OAM
104
Oppenheimer Asset Management
New York
$26.5M -$572K -10,662 -2%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1M -$716K -13,337 -3%
AWM
106
AE Wealth Management
Kansas
$26M +$2.65M +49,348 +11%
KCM
107
Kornitzer Capital Management
Kansas
$26M -$223K -4,149 -0.8%
CAI
108
Capital Advisors Inc
Oklahoma
$25.8M +$616K +11,477 +2%
Lord, Abbett & Co
109
Lord, Abbett & Co
New Jersey
$25.4M +$6.28M +117,008 +31%
AIM
110
ARGA Investment Management
Connecticut
$25.4M +$210K +3,919 +0.8%
US Bancorp
111
US Bancorp
Minnesota
$25.3M -$1.11M -20,592 -4%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$25.1M +$1M +18,701 +4%
Capital Fund Management (CFM)
113
Capital Fund Management (CFM)
France
$24.8M +$8.26M +153,859 +47%
AQR Capital Management
114
AQR Capital Management
Connecticut
$24.4M -$2.56M -47,674 -9%
Brown Advisory
115
Brown Advisory
Maryland
$24.3M -$1.47M -27,426 -5%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$24.3M +$2.16M +40,309 +9%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$22.7M -$2.59M -48,265 -10%
Comerica Bank
118
Comerica Bank
Texas
$22.5M +$23.4M +436,542 New
GIA
119
Gateway Investment Advisers
Ohio
$22.5M -$11.9M -222,069 -34%
AA
120
ALPS Advisors
Colorado
$21.7M -$1.82M -33,870 -7%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$21.6M -$945K -17,606 -4%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$21.6M +$368K +6,862 +2%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$21.3M -$892K -16,613 -4%
Canada Life
124
Canada Life
Manitoba, Canada
$21.3M -$210K -3,919 -0.9%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$20.8M -$641K -11,937 -3%

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.