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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
BHWM
1276
Bay Harbor Wealth Management
Maryland
$2K
CLOS
1277
Compagnie Lombard Odier SCmA
Switzerland
$2K
SL
1278
Salomon & Ludwin
Virginia
$2K
SMG
1279
Spectrum Management Group
Indiana
$2K
SA
1280
SRH Advisors
Kansas
$2K
CFG
1281
CKW Financial Group
Hawaii
$2K +$52 +1 +2%
SFPG
1282
Stonebridge Financial Planning Group
Florida
$2K +$1.71K +33 New
LWA
1283
Lenox Wealth Advisors
New York
$2K +$2.02K +39 New
ST
1284
Sageworth Trust
Pennsylvania
$2K +$2.12K +41 New
CWA
1285
Capital Wealth Alliance
Arizona
$2K +$2.27K +44 New
AC
1286
Asio Capital
Kentucky
$1.28K +$1.21M +23,365 New
EDRH
1287
Edmond de Rothschild Holding
Switzerland
$1K -$17.2K -333 -95%
LF
1288
Lee Financial
Texas
$1K -$4.96K -96 -82%
LWA
1289
Lowe Wealth Advisors
Maryland
$1K
MIM
1290
Macroview Investment Management
Maryland
$1K
CMBA
1291
C.M. Bidwell & Associates
Hawaii
$1K +$723 +14 New
WLPWM
1292
Walled Lake Planning & Wealth Management
Illinois
$1K +$1.08K +21 New
LP
1293
LMR Partners
United Kingdom
$572 -$238K -4,601 -31%
FCH
1294
Freestone Capital Holdings
Washington
$386 +$25.9K +502 +8%
NDSI
1295
Newman Dignan & Sheerar Inc
Rhode Island
$284 +$268K +5,191 New
SHWM
1296
Silicon Hills Wealth Management
Texas
$16 +$103 +2 New
PGAM
1297
Princeton Global Asset Management
New Jersey
$16 +$14.9K +289 New
Temasek Holdings
1298
Temasek Holdings
Singapore
-$89.3M -1,873,363 Closed
CC
1299
Carlson Capital
Texas
-$36.8M -773,200 Closed
MC
1300
Maverick Capital
Texas
-$34.8M -730,439 Closed

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.