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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
PCP
1326
Proficio Capital Partners
Massachusetts
-$46K -931 Closed
LWA
1327
Lenox Wealth Advisors
New York
-$40K -814 Closed
RWA
1328
Redhawk Wealth Advisors
Minnesota
-$39K -794 Closed
BBA
1329
Braun-Bostich & Associates
Pennsylvania
-$39K -790 Closed
DWM
1330
Destination Wealth Management
California
-$39K -784 Closed
MWC
1331
MKD Wealth Coaches
Michigan
-$37K -756 Closed
AC
1332
Avestar Capital
New York
-$27K -599 Closed
MWM
1333
Mascoma Wealth Management
New Hampshire
-$25K -514 Closed
W
1334
WealthStone
Ohio
-$19.3K -391 Closed
HCM
1335
HMS Capital Management
Tennessee
-$16K -322 Closed
CCMW
1336
Cypress Capital Management (Wyoming)
Wyoming
-$14K -276 Closed
ACS
1337
Archford Capital Strategies
Illinois
-$13K -264 Closed
CFA
1338
Camarda Financial Advisors
Florida
-$13K -261 Closed
EWA
1339
Evolution Wealth Advisors
Florida
-$6K -128 Closed
MAU
1340
MRA Associates USA
Arizona
-$4.44K -90 Closed
NCM
1341
Next Capital Management
New York
-$4K -84 Closed
MCM
1342
MV Capital Management
Maryland
-$3K -61 Closed
PCMK
1343
Paragon Capital Management (Kansas)
Kansas
-$2K -42 Closed
JFGIW
1344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2K -33 Closed
CWA
1345
Clarus Wealth Advisors
Arizona
-$1K -29 Closed
TFA
1346
Transamerica Financial Advisors
Florida
-$2K -22 Closed
TA
1347
TCG Advisors
Texas
-$1K -19 Closed
OSAM
1348
O'Shaughnessy Asset Management
Connecticut
+$140 +3 New

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.