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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1351
WealthPLAN Partners
Nebraska
-$202K -3,765 Closed
PCM
1352
Princeton Capital Management
New Jersey
-$176K -3,698 Closed
AM
1353
Atwater Malick
Pennsylvania
-$161K -3,382 Closed
CWM
1354
Cedar Wealth Management
California
-$149K -3,118 Closed
CI Investments Inc
1355
CI Investments Inc
Ontario, Canada
-$143K -3,000 Closed
WCM
1356
Whitener Capital Management
North Carolina
-$128K -2,702 Closed
OFS
1357
Orrstown Financial Services
Pennsylvania
-$111K -2,593 Closed
QCIG
1358
Quad-Cities Investment Group
Iowa
-$75K -1,542 Closed
FMB
1359
Field & Main Bank
Kentucky
-$69K -1,453 Closed
GSWM
1360
Golden State Wealth Management
California
-$54K -1,143 Closed
WC
1361
Weil Company
California
-$54K -1,127 Closed
SB
1362
Strategic Blueprint
Georgia
-$53K -1,113 Closed
CCA
1363
Catalyst Capital Advisors
New York
-$50K -1,055 Closed
DP
1364
Denver PWM
Colorado
-$43.6K -933 Closed
QT
1365
Quantamental Technologies
New York
-$43K -900 Closed
EWM
1366
Elmwood Wealth Management
California
-$20K -427 Closed
CAGAS
1367
Capital Advisory Group Advisory Services
Minnesota
-$21K -405 Closed
GWAG
1368
Garrett Wealth Advisory Group
Texas
-$16K -336 Closed
FA
1369
Fortis Advisors
Pennsylvania
-$16K -333 Closed
HCM
1370
Hilton Capital Management
New York
-$15K -316 Closed
KAS
1371
Kemnay Advisory Services
New York
-$15K -309 Closed
KC
1372
Knuff & Co
California
-$12K -256 Closed
LGWM
1373
Litman Gregory Wealth Management
California
-$11K -223 Closed
APSP
1374
Asset Planning Services (Pennsylvania)
Pennsylvania
-$11K -221 Closed
NIC
1375
Northwest Investment Counselors
Oregon
-$10K -202 Closed

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.