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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
GCM
1226
Gables Capital Management
Florida
$151K -$4.56K -85 -3%
RFG
1227
RFP Financial Group
Georgia
$150K -$35.3K -657 -18%
CFD
1228
Creative Financial Designs
Indiana
$148K -$9.23K -172 -6%
FFC
1229
First Financial Corp
Indiana
$148K
ACM
1230
Antonetti Capital Management
Florida
$147K
TH
1231
TCTC Holdings
Texas
$146K
AGWCA
1232
Annis Gardner Whiting Capital Advisors
Florida
$146K +$152K +2,830 New
BG
1233
Bollard Group
Massachusetts
$145K +$1.34K +25 +0.9%
SWM
1234
Sugarloaf Wealth Management
Georgia
$140K +$110K +2,048 +303%
WB
1235
Webster Bank
Connecticut
$140K +$2.31K +43 +2%
FMB
1236
Field & Main Bank
Kentucky
$140K -$13.7K -255 -9%
AAP
1237
Arax Advisory Partners
Colorado
$139K -$644 -12 -0.4%
Jones Financial Companies
1238
Jones Financial Companies
Missouri
$139K -$15K -279 -9%
APC
1239
Aspire Private Capital
North Carolina
$139K
HDIM
1240
Hanson & Doremus Investment Management
Vermont
$138K +$22.4K +418 +18%
TF
1241
Tompkins Financial
New York
$137K
WSCM
1242
Wellington Shields Capital Management
New York
$136K -$34.3K -638 -19%
C
1243
Covestor
United Kingdom
$135K +$14.9K +277 +12%
FPFS
1244
First Personal Financial Services
North Carolina
$135K +$75.6K +1,408 +117%
ANBT
1245
American National Bank & Trust
Texas
$134K
BHWM
1246
Beaird Harris Wealth Management
Texas
$133K
DAC
1247
Dividend Assets Capital
South Carolina
$132K
BONH
1248
Bank of New Hampshire
New Hampshire
$130K
FFA
1249
Farther Finance Advisors
California
$128K +$72.3K +1,346 +118%
EWA
1250
EverSource Wealth Advisors
Alabama
$128K -$805 -15 -0.6%

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.