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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
SL
1251
Savior LLC
Massachusetts
$6K +$5.22K +101 New
FWM
1252
Filbrandt Wealth Management
Wisconsin
$6K +$6.51K +126 New
SQA
1253
Simon Quick Advisors
New Jersey
$5K -$10.3K -200 -69%
CAL
1254
Capital Advisors Ltd
Ohio
$5K
FCMT
1255
Founders Capital Management (Texas)
Texas
$5K
PCTC
1256
Perkins Coie Trust Company
Washington
$5K
PWMG
1257
Prestige Wealth Management Group
New Jersey
$5K
EWA
1258
Evolution Wealth Advisors
Florida
$5K +$4.96K +96 New
NIT
1259
NumerixS Investment Technologies
British Columbia, Canada
$5K +$5.17K +100 New
SIC
1260
Samalin Investment Counsel
New York
$5K +$5.32K +103 New
PCFFS
1261
Pacific Center for Financial Services
California
$4K -$9.35K -181 -73%
AIC
1262
Archer Investment Corporation
Indiana
$4K
CH
1263
Canton Hathaway
Rhode Island
$4K
HI
1264
Human Investing
Oregon
$4K
JIR
1265
James Investment Research
Ohio
$4K
RCC
1266
Red Cedar Capital
Nebraska
$4K
IIA
1267
ICW Investment Advisors
Arizona
$4K +$4.18K +81 New
TFA
1268
Tobias Financial Advisors
Florida
$4K +$4.39K +85 New
RIA
1269
RPG Investment Advisory
California
$3K
TFA
1270
Toth Financial Advisory
Virginia
$3K
WCM
1271
Wealthcare Capital Management
Virginia
$3K +$2.48K +48 New
LAS
1272
Lloyd Advisory Services
Georgia
$3K +$2.74K +53 New
EWM
1273
EPG Wealth Management
Georgia
$3K +$3.2K +62 New
KFS
1274
Kelly Financial Services
Massachusetts
$2.19K -$2.79K -54 -57%
BCM
1275
Blume Capital Management
California
$2K -$13.7K -266 -87%

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.