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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1276
Vestmark Advisory Solutions
Massachusetts
$204K +$195K +3,524 New
AHL
1277
Abel Hall LLC
Louisiana
$204K +$195K +3,523 New
CBT
1278
CoreFirst Bank & Trust
Kansas
$204K -$62.2K -1,126 -24%
BIM
1279
Bridges Investment Management
Nebraska
$204K +$194K +3,513 New
MW
1280
Marcum Wealth
Ohio
$203K -$77.8K -1,408 -29%
ORC
1281
O'Rourke & Company
Massachusetts
$203K -$17.6K -318 -8%
SCA
1282
Southern Capital Advisors
Tennessee
$203K +$193K +3,500 New
TAM
1283
Townsend Asset Management
North Carolina
$203K +$193K +3,499 New
FWM
1284
Finer Wealth Management
Massachusetts
$203K -$23.1K -418 -11%
CAWM
1285
Capital Advisors Wealth Management
Washington
$202K +$193K +3,487 New
OC
1286
Opinicus Capital
Florida
$202K -$35K -633 -15%
Wolverine Trading
1287
Wolverine Trading
Illinois
$201K -$263K -4,752 -58%
PVM
1288
Palogic Value Management
Texas
$201K +$191K +3,464 New
Legacy Financial Group (Iowa)
1289
Legacy Financial Group (Iowa)
Iowa
$200K +$191K +3,458 New
DA
1290
Denali Advisors
California
$197K
CFD
1291
Creative Financial Designs
Indiana
$195K +$5.42K +98 +3%
Cohen & Steers
1292
Cohen & Steers
New York
$191K
LFG
1293
Larson Financial Group
Missouri
$190K +$98.6K +1,784 +119%
CSB
1294
City State Bank
Iowa
$184K +$1.33K +24 +0.8%
CI Investments Inc
1295
CI Investments Inc
Ontario, Canada
$184K +$66K +1,195 +61%
GWSG
1296
GPS Wealth Strategies Group
Colorado
$183K -$663 -12 -0.4%
SC
1297
Stephens Consulting
Michigan
$183K +$77.4K +1,400 +80%
CA
1298
Continuum Advisory
Idaho
$182K +$169K +3,065 New
MSWM
1299
Mowery & Schoenfeld Wealth Management
Illinois
$180K
WIA
1300
Wetzel Investment Advisors
Indiana
$176K -$11.1K -200 -6%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.