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1,203 hedge funds and large institutions have $24B invested in Dow Inc in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 405 increasing their positions, 547 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $256M | Put options by funds: $163M

0.39% less ownership

Funds ownership: 68.12%67.74% (-0.39%)

4% less capital invested

Capital invested by funds: $25.1B → $24B (-$1.13B)

5% less funds holding

Funds holding: 1,2621,203 (-59)

26% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 547

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 148

Holders
1,203
Holders Change
-59
Holders Change %
-4.68%
% of All Funds
26.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
98
Increased
405
Reduced
547
Closed
148
Calls
$256M
Puts
$163M
Net Calls
+$93M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
1301
Equitable Trust
Tennessee
-$225K -4,582 Closed
BTW
1302
Boston Trust Walden
Massachusetts
-$223K -4,523 Closed
CBN
1303
Cadence Bank NA
Texas
-$219K -4,426 Closed
UAS
1304
United Asset Strategies
New York
-$577K -4,405 Closed
WHG
1305
Westwood Holdings Group
Texas
-$212K -4,307 Closed
FFBTD
1306
First Financial Bank - Trust Division
Ohio
-$209K -4,238 Closed
AIA
1307
Avalon Investment & Advisory
Texas
-$208K -4,223 Closed
CIA
1308
Choate Investment Advisors
Massachusetts
-$207K -4,189 Closed
GAG
1309
GM Advisory Group
New York
-$205K -4,167 Closed
KFA
1310
Kelleher Financial Advisors
New York
-$205K -4,162 Closed
PL
1311
Plancorp LLC
Missouri
-$204K -4,131 Closed
AIIMS
1312
Analyst IMS Investment Management Services
Israel
-$260K -3,467 Closed
FLPIM
1313
F.L. Putnam Investment Management
Massachusetts
-$171K -3,460 Closed
MWM
1314
Meridian Wealth Management
Kentucky
-$1.6K -3,251 Closed
TNBTD
1315
Trustmark National Bank Trust Department
Mississippi
-$142K -2,895 Closed
SMFS
1316
Squar Milner Financial Services
California
-$137K -2,775 Closed
NIPH
1317
NN Investment Partners Holdings
Netherlands
-$117K -2,361 Closed
BCP
1318
Blue Chip Partners
Michigan
-$112K -2,279 Closed
IAM
1319
Iridian Asset Management
Connecticut
-$112K -2,266 Closed
TPWA
1320
TRUE Private Wealth Advisors
Oregon
-$96K -1,966 Closed
PFC
1321
Phocas Financial Corp
California
-$95K -1,932 Closed
PFO
1322
Pathstone Family Office
New Jersey
-$78.7K -1,682 -100%
EH
1323
Employers Holdings
Nevada
-$64K -1,300 Closed
MF
1324
Manchester Financial
California
-$50K -1,014 Closed
EWM
1325
Executive Wealth Management
Michigan
-$49K -1,004 Closed

DOW Hedge Fund Activity: Q3 2019 in Review

1,203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2019, worth a combined $24B — down 4.5% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of DOW and 98 opened new positions — a net loss of 50 holders — while 547 trimmed existing stakes and 405 added.

The largest buyer was Capital Research Global Investors, adding an estimated $375M. The largest seller was BlackRock, cutting an estimated $195M.

  • 1,203 institutional investors held Dow Inc (DOW) as of Q3 2019, down from 1,262 in Q2 2019.
  • Funds reported $24B of Dow Inc stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 98 funds opened new Dow Inc positions in Q3 2019 and 148 closed out, a net change of -50 holders.
  • The largest Dow Inc buyer in Q3 2019 was Capital Research Global Investors, an estimated $375M added.
  • The largest Dow Inc seller in Q3 2019 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2019.