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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
SFG
1326
Steward Financial Group
Texas
$46K -$161 -3 -0.3%
QC
1327
Quent Capital
New York
$45K +$107 +2 +0.2%
APW
1328
Acima Private Wealth
Virginia
$43.9K
NFSG
1329
Newbridge Financial Services Group
Florida
$43.8K +$268 +5 +0.6%
PBK
1330
Peoples Bank (Kansas)
Kansas
$43.2K +$44.9K +837 New
JGIA
1331
Jackson Grant Investment Advisers
Connecticut
$42.3K
TC
1332
Trust Company
Kansas
$42K -$13.4K -250 -23%
RDFA
1333
Ritter Daniher Financial Advisory
Ohio
$40.1K
OA
1334
Operose Advisors
Wisconsin
$40.1K +$34.9K +650 +508%
TWM
1335
Tradition Wealth Management
Minnesota
$40K +$376 +7 +0.9%
M
1336
MOTCO
Texas
$39.6K -$9.29K -173 -18%
TSWM
1337
Tyler-Stone Wealth Management
Ohio
$39K -$2.68K -50 -6%
FSWA
1338
Financial Synergies Wealth Advisors
Texas
$38.7K +$376 +7 +0.9%
NRG
1339
Nemes Rush Group
Michigan
$38.5K +$9.72K +181 +32%
OLVIG
1340
Oliver Lagore Vanvalin Investment Group
Michigan
$38.3K -$107 -2 -0.3%
KFI
1341
Key Financial Inc
Pennsylvania
$37.5K
OC
1342
Oakworth Capital
Alabama
$37.1K -$14.3K -267 -27%
CWP
1343
Concord Wealth Partners
Virginia
$36.5K -$2.9K -54 -7%
RCG
1344
Rock Creek Group
District of Columbia
$34.2K -$14.7K -274 -29%
CPG
1345
Cornerstone Planning Group
New Jersey
$33.8K -$21K -392 -37%
MFT
1346
Moisand Fitzgerald Tamayo
Florida
$33.3K +$1.99K +37 +6%
RBC
1347
Roble Belko & Company
Pennsylvania
$33K -$6.71K -125 -16%
LJHT
1348
Laurie J. Hall Trustee
$33K
VNA
1349
Valley National Advisers
Pennsylvania
$33K +$19.1K +355 +122%
VWM
1350
Venturi Wealth Management
Texas
$32.6K +$2.68K +50 +9%

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.