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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1301
Lumature Wealth Partners
Georgia
$108K +$5.29K +94 +5%
GFWA
1302
Grey Fox Wealth Advisors
Delaware
$107K +$97.8K +1,738 +828%
AA
1303
AlphaCentric Advisors
Puerto Rico
$106K -$2.81K -50 -3%
EWM
1304
Endurance Wealth Management
Rhode Island
$105K +$21K +374 +24%
Lido Advisors
1305
Lido Advisors
California
$104K +$468K +8,313 +67%
CI Investments Inc
1306
CI Investments Inc
Ontario, Canada
$102K -$9.34K -166 -8%
DMBA
1307
Deseret Mutual Benefit Administrators
Utah
$100K +$1.35K +24 +1%
TIM
1308
Thompson Investment Management
Wisconsin
$98.6K +$101K +1,799 New
SC
1309
Stephens Consulting
Michigan
$96K
CA
1310
Crewe Advisors
Utah
$95.4K -$5.18K -92 -5%
IBOK
1311
Independence Bank of Kentucky
Kentucky
$92.3K +$2.64K +47 +3%
OIA
1312
Optimum Investment Advisors
Illinois
$92K
SSC
1313
Syverson Strege & Co
Iowa
$90.5K -$4.22K -75 -4%
LB
1314
Legacy Bridge
Iowa
$90K
AA
1315
Ancora Advisors
Ohio
$89.7K
CWAF
1316
Core Wealth Advisors (Florida)
Florida
$89.2K +$12.4K +221 +16%
CFO
1317
CVA Family Office
Colorado
$86.5K +$47.7K +848 +116%
AG
1318
AIA Group
Hong Kong
$85.9K
CWM
1319
Compass Wealth Management
Connecticut
$84.9K -$7.14K -127 -8%
NF
1320
Norwood Financial
Pennsylvania
$83.6K +$20.4K +363 +31%
JWA
1321
JFS Wealth Advisors
Pennsylvania
$82.1K +$5.96K +106 +8%
CT
1322
Colonial Trust
South Carolina
$79.7K +$24K +427 +42%
WIM
1323
Westside Investment Management
California
$79.2K -$5.79K -103 -7%
CCP
1324
Carmel Capital Partners
California
$77.4K +$79.4K +1,411 New
CP
1325
Castleview Partners
Texas
$76.3K -$1.01K -18 -1%