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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
CWM
1276
Compass Wealth Management
Connecticut
$84.4K +$81.8K +1,675 New
BCMLT
1277
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.9K +$41.3K +845 +103%
LB
1278
Legacy Bridge
Iowa
$82.7K +$2.88K +59 +4%
AA
1279
Ancora Advisors
Ohio
$82K
IBOK
1280
Independence Bank of Kentucky
Kentucky
$82K +$22.8K +466 +40%
AG
1281
AIA Group
Hong Kong
$79K -$38.2K -781 -33%
HWMA
1282
Heritage Wealth Management (Arizona)
Arizona
$78.5K +$39.6K +811 +109%
HCA
1283
Harbor Capital Advisors
Illinois
$78.3K -$5.18K -106 -6%
EWM
1284
Endurance Wealth Management
Rhode Island
$77K
FRA
1285
Front Row Advisors
California
$77K
Loomis, Sayles & Company
1286
Loomis, Sayles & Company
Massachusetts
$77K +$58.4K +1,195 +348%
IHWM
1287
Iron Horse Wealth Management
Iowa
$75K +$55.3K +1,131 +323%
CP
1288
Castleview Partners
Texas
$71K -$150K -3,076 -69%
CWAF
1289
Core Wealth Advisors (Florida)
Florida
$70.8K +$49.2K +1,008 +253%
JWA
1290
JFS Wealth Advisors
Pennsylvania
$70.1K +$12.3K +252 +22%
PCTC
1291
Perkins Coie Trust Company
Washington
$69.6K
CBT
1292
Central Bank & Trust
Kentucky
$69.5K +$2.98K +61 +5%
LTI
1293
Laffer Tengler Investments
Tennessee
$69.1K
CIM
1294
Chiron Investment Management
New York
$68.7K
BCA
1295
Bray Capital Advisors
Florida
$66.6K
PFC
1296
Phocas Financial Corp
California
$64.8K +$62.8K +1,286 New
WTA
1297
Washington Trust Advisors
Massachusetts
$64.3K
GG
1298
Gleason Group
Kentucky
$63.5K +$879 +18 +1%
FPFS
1299
First Personal Financial Services
North Carolina
$63.1K -$440 -9 -0.7%
ACA
1300
Atlas Capital Advisors
Wyoming
$60K -$9.87K -202 -15%