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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
HIA
1251
Harbor Investment Advisory
Maryland
$127K +$16.3K +304 +14%
PCTC
1252
Perkins Coie Trust Company
Washington
$125K +$55.8K +1,039 +75%
Cohen & Steers
1253
Cohen & Steers
New York
$123K
FCA
1254
FinTrust Capital Advisors
South Carolina
$121K -$10K -187 -7%
EIM
1255
Essex Investment Management
Massachusetts
$120K -$1.66K -31 -1%
ZB
1256
Zions Bancorporation
Utah
$120K -$43.5K -811 -26%
NECFA
1257
New England Capital Financial Advisors
Connecticut
$118K +$376 +7 +0.3%
CWAF
1258
Core Wealth Advisors (Florida)
Florida
$115K +$25.7K +479 +27%
ORAM
1259
One River Asset Management
Connecticut
$114K -$26.8K -500 -18%
CTA
1260
Colonial Trust Advisors
South Carolina
$113K -$2.04K -38 -2%
PMFA
1261
Plante Moran Financial Advisors
Michigan
$111K -$6.17K -115 -5%
HFM
1262
Harvest Fund Management
China
$110K
ICM
1263
Islay Capital Management
Texas
$106K -$5.37K -100 -5%
CI Investments Inc
1264
CI Investments Inc
Ontario, Canada
$106K +$4.94K +92 +5%
EG
1265
Ellerson Group
Maryland
$105K +$110K +2,045 New
WAS
1266
Winch Advisory Services
Wisconsin
$105K +$1.24K +23 +1%
DMBA
1267
Deseret Mutual Benefit Administrators
Utah
$104K -$7.03K -131 -6%
AA
1268
Alta Advisers
United Kingdom
$103K
KC
1269
Kenfarb & Co
Kentucky
$103K
PG
1270
Proffitt & Goodson
Tennessee
$103K
WWP
1271
WR Wealth Planners
Missouri
$101K
CWM
1272
Compass Wealth Management
Connecticut
$98.2K +$3.06K +57 +3%
TIM
1273
Thompson Investment Management
Wisconsin
$92.8K
SC
1274
Stephens Consulting
Michigan
$90.3K
CAS
1275
Coppell Advisory Solutions
Texas
$86.9K -$6.87K -128 -7%

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.