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1,432 hedge funds and large institutions have $19.8B invested in Dow Inc in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 575 increasing their positions, 530 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 530

2.29% less ownership

Funds ownership: 65.1%62.81% (-2.3%)

7% less funds holding

Funds holding: 1,5351,432 (-103)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less call options, than puts

Call options by funds: $643M | Put options by funds: $790M

19% less capital invested

Capital invested by funds: $24.4B → $19.8B (-$4.65B)

45% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 179

Holders
1,432
Holders Change
-103
Holders Change %
-6.71%
% of All Funds
24.67%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
99
Increased
575
Reduced
530
Closed
179
Calls
$643M
Puts
$790M
Net Calls
-$146M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFP
1351
Tilia Fiduciary Partners
North Carolina
$11K -$28.9K -570 -69%
FWM
1352
Focused Wealth Management
New York
$11K
WFA
1353
West Financial Advisors
Iowa
$11K
TF
1354
TimeScale Financial
Massachusetts
$11K +$51 +1 +0.4%
PI
1355
PFS Investments
Georgia
$10.5K +$1.29M +25,362 +12%
CAC
1356
Core Alternative Capital
Georgia
$10K
TFA
1357
Toth Financial Advisory
Virginia
$10K
WPWM
1358
Western Pacific Wealth Management
Illinois
$10K
FSWA
1359
Financial Synergies Wealth Advisors
Texas
$9.36K
RG
1360
Retirement Group
California
$9K -$95.4K -1,882 -90%
WWM
1361
Wolff Wiese Magana
California
$9K -$1.11K -22 -10%
GIS
1362
Grayhawk Investment Strategies
Alberta, Canada
$9K
JEST
1363
JTC Employer Solutions Trustee
Jersey
$9K
TIM
1364
Tortoise Investment Management
New York
$9K
CAL
1365
Capital Advisors Ltd
Ohio
$9K +$1.82K +36 +22%
VWM
1366
Valley Wealth Managers
New Jersey
$9K +$6.49K +128 +160%
TCM
1367
TD Capital Management
Tennessee
$9K +$10.9K +215 New
S
1368
Surevest
California
$8K -$11.4K -225 -56%
BWL
1369
Bogart Wealth LLC
Virginia
$8K -$5.37K -106 -37%
TCM
1370
Tradewinds Capital Management
Washington
$8K
PCA
1371
Providence Capital Advisors
North Carolina
$8K +$507 +10 +6%
SCA
1372
Stonebridge Capital Advisors
Minnesota
$8K +$862 +17 +11%
GIA
1373
Goodwin Investment Advisory
Georgia
$8K +$9.07K +179 New
BWM
1374
Baystate Wealth Management
Massachusetts
$7K -$18.5K -365 -71%
CA
1375
Centerpoint Advisors
Massachusetts
$7K -$10.8K -213 -59%

DOW Hedge Fund Activity: Q3 2022 in Review

1,432 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2022, worth a combined $19.8B — down 19% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of DOW and 99 opened new positions — a net loss of 80 holders — while 530 trimmed existing stakes and 575 added.

The largest buyer was Invesco, adding an estimated $120M. The largest seller was Capital World Investors, cutting an estimated $350M.

  • 1,432 institutional investors held Dow Inc (DOW) as of Q3 2022, down from 1,535 in Q2 2022.
  • Funds reported $19.8B of Dow Inc stock for Q3 2022, down 19% quarter-over-quarter.
  • 99 funds opened new Dow Inc positions in Q3 2022 and 179 closed out, a net change of -80 holders.
  • The largest Dow Inc buyer in Q3 2022 was Invesco, an estimated $120M added.
  • The largest Dow Inc seller in Q3 2022 was Capital World Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q3 2022.