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1,402 hedge funds and large institutions have $32B invested in Dow Inc in 2021 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 427 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 81

38% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 427

12% more call options, than puts

Call options by funds: $672M | Put options by funds: $599M

3% more funds holding

Funds holding: 1,3571,402 (+45)

0.25% less ownership

Funds ownership: 68.43%68.18% (-0.25%)

1% less capital invested

Capital invested by funds: $32.3B → $32B (-$360M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
1,402
Holders Change
+45
Holders Change %
+3.32%
% of All Funds
24.4%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
141
Increased
590
Reduced
427
Closed
81
Calls
$672M
Puts
$599M
Net Calls
+$73.3M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1301
Prestige Wealth Management Group
New Jersey
$24K -$6.14K -93 -19%
WP
1302
WealthShield Partners
North Carolina
$23K -$18.4K -278 -44%
BMD
1303
Better Money Decisions
New Mexico
$23K
CWC
1304
Carolinas Wealth Consulting
North Carolina
$23K
CPWM
1305
Cypress Point Wealth Management
Texas
$23K
M
1306
MOTCO
Texas
$22K -$5.28K -80 -19%
BIMC
1307
Benson Investment Management Company
Virginia
$22K
TF
1308
TimeScale Financial
Massachusetts
$22K +$198 +3 +0.9%
NOI
1309
Newton One Investments
Delaware
$22K +$22.5K +341 New
AW
1310
Alaethes Wealth
Nevada
$22K +$22.8K +346 New
AWM
1311
AllSquare Wealth Management
New York
$21K
CCMW
1312
Cypress Capital Management (Wyoming)
Wyoming
$21K
AWM
1313
Accel Wealth Management
Iowa
$21K +$66 +1 +0.3%
WPA
1314
West Paces Advisors
Georgia
$20.8K
SWA
1315
SOA Wealth Advisors
New York
$20K +$66 +1 +0.3%
WWM
1316
Wolff Wiese Magana
California
$20K +$1.58K +24 +8%
BWP
1317
Baldwin Wealth Partners
Massachusetts
$20K +$11.2K +170 +115%
PAI
1318
Pittenger & Anderson Inc
Nebraska
$20K +$15.5K +235 +283%
PGWM
1319
Parisi Gray Wealth Management
New Jersey
$20K +$21.1K +320 New
BDWM
1320
Brewin Dolphin Wealth Management
Ireland
$20K
FPFS
1321
First Personal Financial Services
North Carolina
$19K
VNA
1322
Valley National Advisers
Pennsylvania
$19K
FFG
1323
Ford Financial Group
California
$19K +$20.6K +312 New
TCCM
1324
Timber Creek Capital Management
Massachusetts
$18K
AA
1325
Addison Advisors
Vermont
$18K +$18.5K +280 New

DOW Hedge Fund Activity: Q2 2021 in Review

1,402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q2 2021, worth a combined $32B — down 1.1% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new DOW positions and 81 closed out — a net gain of 60 holders — while 590 added to existing stakes and 427 trimmed.

The largest buyer was State Street, adding an estimated $113M. The largest seller was Capital Research Global Investors, cutting an estimated $181M.

  • 1,402 institutional investors held Dow Inc (DOW) as of Q2 2021, up from 1,357 in Q1 2021.
  • Funds reported $32B of Dow Inc stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 141 funds opened new Dow Inc positions in Q2 2021 and 81 closed out, a net change of +60 holders.
  • The largest Dow Inc buyer in Q2 2021 was State Street, an estimated $113M added.
  • The largest Dow Inc seller in Q2 2021 was Capital Research Global Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2021.