We are live on ! Find out more

1,520 hedge funds and large institutions have $22.6B invested in Dow Inc in 2022 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 568 increasing their positions, 550 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 81

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

14% more capital invested

Capital invested by funds: $19.8B → $22.6B (+$2.84B)

6% more funds holding

Funds holding: 1,4321,520 (+88)

3% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 550

0.04% more ownership

Funds ownership: 62.81%62.85% (+0.04%)

14% less call options, than puts

Call options by funds: $691M | Put options by funds: $803M

Holders
1,520
Holders Change
+88
Holders Change %
+6.15%
% of All Funds
24.43%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
197
Increased
568
Reduced
550
Closed
81
Calls
$691M
Puts
$803M
Net Calls
-$112M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1251
Plante Moran Financial Advisors
Michigan
$116K +$63.8K +1,305 +130%
AWM
1252
Avior Wealth Management
Nebraska
$115K -$19.1K -392 -15%
HIA
1253
Harbor Investment Advisory
Maryland
$112K -$2.54K -52 -2%
ZB
1254
Zions Bancorporation
Utah
$108K -$12.9K -265 -11%
HFM
1255
Harvest Fund Management
China
$107K +$11.4K +234 +12%
Bank Julius Baer & Co
1256
Bank Julius Baer & Co
Switzerland
$104K +$1.17K +24 +1%
CI Investments Inc
1257
CI Investments Inc
Ontario, Canada
$102K +$51.4K +1,053 +108%
AA
1258
Alta Advisers
United Kingdom
$101K
KC
1259
Kenfarb & Co
Kentucky
$101K
PG
1260
Proffitt & Goodson
Tennessee
$100K -$18.4K -376 -16%
AA
1261
AlphaCentric Advisors
Puerto Rico
$99.8K +$4.64K +95 +5%
WAS
1262
Winch Advisory Services
Wisconsin
$99K +$21.8K +446 +30%
WWP
1263
WR Wealth Planners
Missouri
$96.3K +$1.22K +25 +1%
LWP
1264
Lumature Wealth Partners
Georgia
$94.8K +$65.4K +1,339 +247%
SWM
1265
Sugarloaf Wealth Management
Georgia
$92.9K -$12K -245 -12%
CA
1266
Crewe Advisors
Utah
$92.4K +$733 +15 +0.8%
DMBA
1267
Deseret Mutual Benefit Administrators
Utah
$90.8K -$70.7K -1,448 -45%
MA
1268
MCF Advisors
Kentucky
$89.3K +$147 +3 +0.2%
SC
1269
Stephens Consulting
Michigan
$88.3K -$18.2K -372 -18%
SSC
1270
Syverson Strege & Co
Iowa
$87K +$293 +6 +0.3%
CAS
1271
Coppell Advisory Solutions
Texas
$86.9K +$84.3K +1,725 New
CASC
1272
Coppell Advisory Solutions Corp
Texas
$86.9K +$84.3K +1,725 New
CPG
1273
Cornerstone Planning Group
New Jersey
$86.5K +$74.7K +1,529 New
CTB
1274
Country Trust Bank
Illinois
$85.7K
OIA
1275
Optimum Investment Advisors
Illinois
$84.6K -$1.27K -26 -2%