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1,402 hedge funds and large institutions have $32B invested in Dow Inc in 2021 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 427 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 81

38% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 427

12% more call options, than puts

Call options by funds: $672M | Put options by funds: $599M

3% more funds holding

Funds holding: 1,3571,402 (+45)

0.25% less ownership

Funds ownership: 68.43%68.18% (-0.25%)

1% less capital invested

Capital invested by funds: $32.3B → $32B (-$360M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
1,402
Holders Change
+45
Holders Change %
+3.32%
% of All Funds
24.4%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
141
Increased
590
Reduced
427
Closed
81
Calls
$672M
Puts
$599M
Net Calls
+$73.3M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1226
Firestone Capital Management
Florida
$64K
FMP
1227
Financial Management Professionals
Texas
$64K +$2.31K +35 +4%
CWP
1228
Concord Wealth Partners
Virginia
$63K -$3.37K -51 -5%
EBA
1229
Eagle Bay Advisors
New York
$63K +$63.6K +963 New
PWA
1230
Phoenix Wealth Advisors
North Carolina
$61K
PG
1231
Proffitt & Goodson
Tennessee
$61K
VCM
1232
Versant Capital Management
Arizona
$60K -$16.4K -249 -21%
IHWM
1233
Iron Horse Wealth Management
Iowa
$59K +$21.6K +327 +54%
KFS
1234
Kelly Financial Services
Massachusetts
$59K +$241K +3,657 +6,305%
LFG
1235
Larson Financial Group
Missouri
$58K -$660 -10 -1%
JFGIW
1236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K
JFA
1237
JNBA Financial Advisors
Minnesota
$58K +$10.6K +160 +21%
AA
1238
Ancora Advisors
Ohio
$57K -$52.4K -793 -47%
JMF
1239
Johnson Midwest Financial
Iowa
$57K +$396 +6 +0.7%
DSC
1240
Duncker Streett & Co
Missouri
$56K
NSB
1241
Norway Savings Bank
Maine
$55K -$2.05K -31 -3%
ACM
1242
AUA Capital Management
Pennsylvania
$55K
OSNBOA
1243
Old Second National Bank of Aurora
Illinois
$55K
SBL
1244
Sargent Bickham Lagudis
Colorado
$55K +$14.6K +221 +34%
NFSG
1245
Newbridge Financial Services Group
Florida
$55K +$20K +303 +54%
APW
1246
Acima Private Wealth
Virginia
$54K
EI
1247
Ellevest Inc
New York
$53K -$3.04K -46 -5%
JPLA
1248
Joseph P. Lucia & Associates
New York
$53K +$55K +833 New
CYG
1249
Clean Yield Group
Vermont
$51K +$53.8K +815 New
CAM
1250
Close Asset Management
United Kingdom
$50K -$6.6K -100 -11%

DOW Hedge Fund Activity: Q2 2021 in Review

1,402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q2 2021, worth a combined $32B — down 1.1% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new DOW positions and 81 closed out — a net gain of 60 holders — while 590 added to existing stakes and 427 trimmed.

The largest buyer was State Street, adding an estimated $113M. The largest seller was Capital Research Global Investors, cutting an estimated $181M.

  • 1,402 institutional investors held Dow Inc (DOW) as of Q2 2021, up from 1,357 in Q1 2021.
  • Funds reported $32B of Dow Inc stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 141 funds opened new Dow Inc positions in Q2 2021 and 81 closed out, a net change of +60 holders.
  • The largest Dow Inc buyer in Q2 2021 was State Street, an estimated $113M added.
  • The largest Dow Inc seller in Q2 2021 was Capital Research Global Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2021.