We are live on ! Find out more

1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
1301
Washington Trust Advisors
Massachusetts
$65.8K
AP
1302
Atwood & Palmer
Missouri
$65.7K
PB
1303
Pinnacle Bancorp
Nebraska
$65.4K +$1.77K +33 +3%
RA
1304
Rational Advisors
New York
$65.4K +$68.1K +1,269 New
GG
1305
Gleason Group
Kentucky
$62.6K -$4.24K -79 -6%
RG
1306
Retirement Group
California
$61.2K
CFG
1307
CKW Financial Group
Hawaii
$61K +$30.1K +560 +91%
AA
1308
Ancora Advisors
Ohio
$60K -$28.6K -533 -31%
HWA
1309
Heritage Wealth Advisors
Virginia
$56.9K
BCM
1310
Basso Capital Management
Connecticut
$56.6K
BSB
1311
Bangor Savings Bank
Maine
$56.1K -$376 -7 -0.6%
CAM
1312
Costello Asset Management
Pennsylvania
$55.4K
LFASL
1313
Lugano Financial Advisors SA (LFA)
Switzerland
$54.9K +$3.44K +64 +6%
ACA
1314
Atlas Capital Advisors
Wyoming
$54.8K -$2.25K -42 -4%
PP
1315
Pacifica Partners
Canada
$54.2K +$21.6K +402 +59%
AWM
1316
Avondale Wealth Management
Texas
$51.6K
AF
1317
Arrow Financial
New York
$51.3K -$2.31K -43 -4%
CFFP
1318
Center for Financial Planning
Michigan
$51K
OSNBOA
1319
Old Second National Bank of Aurora
Illinois
$50.5K -$2.9K -54 -5%
BC
1320
Barrett & Company
Rhode Island
$49.3K +$322 +6 +0.6%
JFA
1321
JNBA Financial Advisors
Minnesota
$48.7K
LS
1322
Livforsakringsbolaget Skandia
Sweden
$48.1K
CAL
1323
Capital Advisors Ltd
Ohio
$48K -$3.27K -61 -6%
Loomis, Sayles & Company
1324
Loomis, Sayles & Company
Massachusetts
$48K +$5.64K +105 +13%
HWA
1325
HHM Wealth Advisors
Tennessee
$47.8K

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.