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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
TH
1251
TCTC Holdings
Texas
$49K -$24.4K -369 -32%
RCG
1252
Rock Creek Group
District of Columbia
$48K -$110K -1,664 -69%
RBC
1253
Roble Belko & Company
Pennsylvania
$48K
RDFA
1254
Ritter Daniher Financial Advisory
Ohio
$48K +$48.9K +740 +5,692%
HWMA
1255
Heritage Wealth Management (Arizona)
Arizona
$46K -$13.3K -202 -22%
RFA
1256
Reilly Financial Advisors
California
$46K +$47.9K +726 New
GWSG
1257
GPS Wealth Strategies Group
Colorado
$45K -$330 -5 -0.7%
FHC
1258
First Horizon Corporation
Tennessee
$45K
PO
1259
Private Ocean
California
$45K
SFFS
1260
Stonehage Fleming Financial Services
Jersey
$44K
GWS
1261
Glassman Wealth Services
Virginia
$44K +$1.19K +18 +3%
FP
1262
Financial Perspectives
Minnesota
$43.8K -$2.88M -43,554 -98%
PGAM
1263
Princeton Global Asset Management
New Jersey
$42K -$19.8K -300 -31%
SGAM
1264
Smith Group Asset Management
Texas
$42K +$19.5K +295 +80%
AWM
1265
Avior Wealth Management
Nebraska
$41K -$330K -4,996 -88%
MA
1266
Montag & Associates
Georgia
$41K -$19.8K -300 -32%
LJHT
1267
Laurie J. Hall Trustee
$41K
SFP
1268
Sterling Financial Planning
New Jersey
$41K
BAM
1269
Baldrige Asset Management
Pennsylvania
$41K +$43.2K +654 New
IFAM
1270
Institutional & Family Asset Management
Colorado
$40K
LWP
1271
Lumature Wealth Partners
Georgia
$39K +$15.1K +228 +60%
JWA
1272
JFS Wealth Advisors
Pennsylvania
$38K
CFFP
1273
Center for Financial Planning
Michigan
$36K
IWMWV
1274
Ironwood Wealth Management (West Virginia)
West Virginia
$35K
FFA
1275
Freedman Financial Associates
Massachusetts
$34K +$462 +7 +1%

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.