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1,432 hedge funds and large institutions have $19.8B invested in Dow Inc in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 575 increasing their positions, 530 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 530

2.29% less ownership

Funds ownership: 65.1%62.81% (-2.3%)

7% less funds holding

Funds holding: 1,5351,432 (-103)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less call options, than puts

Call options by funds: $643M | Put options by funds: $790M

19% less capital invested

Capital invested by funds: $24.4B → $19.8B (-$4.65B)

45% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 179

Holders
1,432
Holders Change
-103
Holders Change %
-6.71%
% of All Funds
24.67%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
99
Increased
575
Reduced
530
Closed
179
Calls
$643M
Puts
$790M
Net Calls
-$146M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1251
JNBA Financial Advisors
Minnesota
$41K
TSW
1252
Thompson Siegel & Walmsley
Virginia
$41K
EBA
1253
Eagle Bay Advisors
New York
$41K +$5.07K +100 +12%
BWM
1254
BerganKDV Wealth Management
Minnesota
$41K +$25K +494 +113%
SBL
1255
Sargent Bickham Lagudis
Colorado
$40K -$1.88K -37 -4%
RBC
1256
Roble Belko & Company
Pennsylvania
$40K
CYG
1257
Clean Yield Group
Vermont
$40K +$5.07K +100 +12%
EI
1258
Ellevest Inc
New York
$39K +$558 +11 +1%
M
1259
MOTCO
Texas
$38K -$30.4K -600 -41%
APW
1260
Acima Private Wealth
Virginia
$37.4K
TC
1261
Trust Company
Kansas
$36K -$68.5K -1,352 -62%
GWA
1262
Gibson Wealth Advisors
Texas
$36K -$11.7K -230 -22%
MCM
1263
MV Capital Management
Maryland
$36K +$1.22K +24 +3%
VCM
1264
Versant Capital Management
Arizona
$35K -$1.11K -22 -3%
FCB
1265
First Command Bank
Texas
$35K
FCFS
1266
First Command Financial Services
Texas
$35K
JFGIW
1267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$2.08K +41 +6%
AIP
1268
Almanack Investment Partners
Pennsylvania
$35K +$40.4K +797 New
MA
1269
Montag & Associates
Georgia
$34K
OLVIG
1270
Oliver Lagore Vanvalin Investment Group
Michigan
$33K -$2.54K -50 -6%
RDFA
1271
Ritter Daniher Financial Advisory
Ohio
$33K
HWMA
1272
Heritage Wealth Management (Arizona)
Arizona
$33K +$963 +19 +3%
JGIA
1273
Jackson Grant Investment Advisers
Connecticut
$32K
KIG
1274
Kessler Investment Group
Indiana
$31K -$5.86M -115,576 -99%
CWM
1275
Castle Wealth Management
Florida
$31K -$5.07K -100 -13%

DOW Hedge Fund Activity: Q3 2022 in Review

1,432 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2022, worth a combined $19.8B — down 19% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of DOW and 99 opened new positions — a net loss of 80 holders — while 530 trimmed existing stakes and 575 added.

The largest buyer was Invesco, adding an estimated $120M. The largest seller was Capital World Investors, cutting an estimated $350M.

  • 1,432 institutional investors held Dow Inc (DOW) as of Q3 2022, down from 1,535 in Q2 2022.
  • Funds reported $19.8B of Dow Inc stock for Q3 2022, down 19% quarter-over-quarter.
  • 99 funds opened new Dow Inc positions in Q3 2022 and 179 closed out, a net change of -80 holders.
  • The largest Dow Inc buyer in Q3 2022 was Invesco, an estimated $120M added.
  • The largest Dow Inc seller in Q3 2022 was Capital World Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q3 2022.