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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
BL
1226
Balentine LLC
Georgia
$11K +$3.05K +59 +41%
TCWM
1227
Total Clarity Wealth Management
Illinois
$11K +$10.7K +208 New
SFG
1228
Sage Financial Group
Pennsylvania
$10K
PP
1229
Pacifica Partners
Canada
$10K +$8.99K +174 New
CIA
1230
CSat Investment Advisory
Michigan
$9K -$2.27K -44 -21%
PCA
1231
Providence Capital Advisors
North Carolina
$9K
SSWG
1232
Seven Springs Wealth Group
Tennessee
$9K +$8.32K +161 New
SAM
1233
S.A. Mason
Michigan
$9K +$8.58K +166 New
VCS
1234
Vaughan & Co Securities
New Jersey
$8.15K +$7.7K +149 New
CA
1235
Centerpoint Advisors
Massachusetts
$8K
RWG
1236
Regal Wealth Group
California
$8K +$155 +3 +2%
DTIM
1237
Danda Trouve Investment Management
Kansas
$8K +$7.34K +142 New
RG
1238
Retirement Group
California
$8K +$7.39K +143 New
LPWM
1239
Lake Point Wealth Management
Texas
$8K +$7.49K +145 New
1832 Asset Management
1240
1832 Asset Management
Ontario, Canada
$7K -$13.9K -269 -67%
BWL
1241
Bogart Wealth LLC
Virginia
$7K -$878 -17 -12%
CI
1242
CX Institutional
Indiana
$7K -$620 -12 -9%
SFA
1243
Semmax Financial Advisors
North Carolina
$7K
LFG
1244
Larson Financial Group
Missouri
$7K +$2.07K +40 +43%
SC
1245
Steph & Co
Wisconsin
$7K +$6.3K +122 New
HWM
1246
HighMark Wealth Management
Minnesota
$7K +$6.67K +129 New
LFA
1247
Lighthouse Financial Advisors
Maryland
$7K +$7.29K +141 New
CCM
1248
Cribstone Capital Management
Maine
$6K -$5.42K -105 -49%
IWA
1249
Intercontinental Wealth Advisors
Texas
$6K
CFD
1250
Creative Financial Designs
Indiana
$6K +$103 +2 +2%

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.