We are live on ! Find out more

1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1326
First Personal Financial Services
North Carolina
$139K -$2.65K -48 -2%
EWA
1327
EverSource Wealth Advisors
Alabama
$136K -$16.6K -301 -11%
AFWM
1328
Abich Financial Wealth Management
Virginia
$136K +$42.3K +765 +48%
NI
1329
NCP Inc
California
$136K +$130K +2,350 New
MCM
1330
Manchester Capital Management
Vermont
$135K -$139K -2,523 -52%
PCTC
1331
Perkins Coie Trust Company
Washington
$134K
NECFA
1332
New England Capital Financial Advisors
Connecticut
$134K +$387 +7 +0.3%
HIA
1333
Harbor Investment Advisory
Maryland
$130K -$21.4K -387 -15%
PMFA
1334
Plante Moran Financial Advisors
Michigan
$129K +$4.14K +75 +3%
FCAS
1335
First Command Advisory Services
Texas
$125K +$42.9K +777 +56%
CTA
1336
Colonial Trust Advisors
South Carolina
$125K -$2.15K -39 -2%
EIM
1337
Essex Investment Management
Massachusetts
$122K -$553 -10 -0.5%
OIA
1338
Optimum Investment Advisors
Illinois
$120K +$22.1K +400 +24%
WWP
1339
WR Wealth Planners
Missouri
$120K +$115K +2,078 New
Optiver Holding
1340
Optiver Holding
Netherlands
$120K +$114K +2,064 New
ICM
1341
Islay Capital Management
Texas
$117K -$2.49K -45 -2%
AA
1342
Alta Advisers
United Kingdom
$116K
PG
1343
Proffitt & Goodson
Tennessee
$115K
ITIM
1344
Indiana Trust & Investment Management
Indiana
$115K +$27.6K +500 +34%
BONH
1345
Bank of New Hampshire
New Hampshire
$114K -$29.4K -532 -21%
CFO
1346
CVA Family Office
Colorado
$110K -$17.8K -322 -14%
HFM
1347
Harvest Fund Management
China
$110K -$2.32K -42 -2%
GJWM
1348
Gilliland Jeter Wealth Management
Arkansas
$110K +$105K +1,898 New
DMBA
1349
Deseret Mutual Benefit Administrators
Utah
$110K +$10.6K +192 +11%
LWANC
1350
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K -$1.44K -26 -1%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.