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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
CMP
1376
Coston McIsaac & Partners
Maine
$23K +$107 +2 +0.4%
LFA
1377
LGT Financial Advisors
Texas
$23K +$23.9K +446 New
SIC
1378
SJS Investment Consulting
Ohio
$22.9K -$1.45K -27 -6%
CSWM
1379
Cassady Schiller Wealth Management
Ohio
$22.8K
HBW
1380
Hazlett, Burt & Watson
West Virginia
$22K
AWM
1381
Abound Wealth Management
Tennessee
$21.5K -$859 -16 -4%
FP
1382
Financial Perspectives
Minnesota
$21.1K -$14.7K -274 -40%
WWM
1383
Wolff Wiese Magana
California
$20.7K
VFM
1384
Viking Fund Management
North Dakota
$20.6K +$6.98K +130 +48%
EWM
1385
Evermay Wealth Management
Virginia
$20.5K
BWL
1386
Bogart Wealth LLC
Virginia
$20K -$1.24K -23 -6%
WFA
1387
West Financial Advisors
Iowa
$19.9K +$4.24K +79 +26%
HCM
1388
Hollencrest Capital Management
California
$19.3K
TSW
1389
Thompson Siegel & Walmsley
Virginia
$19K
MA
1390
MCF Advisors
Kentucky
$18.5K +$161 +3 +0.8%
NIC
1391
Northwest Investment Counselors
Oregon
$18.4K +$161 +3 +0.8%
CWM
1392
CarsonAllaria Wealth Management
Illinois
$18.1K
AWM
1393
AllSquare Wealth Management
New York
$17.4K
CWC
1394
Carolinas Wealth Consulting
North Carolina
$17.3K -$8.27K -154 -4%
FCT
1395
First Community Trust
Iowa
$17K
FGA
1396
Fortis Group Advisors
New Jersey
$16.4K +$17.1K +318 New
SWA
1397
SOA Wealth Advisors
New York
$16K +$54 +1 +0.3%
CAC
1398
Core Alternative Capital
Georgia
$15.5K +$54 +1 +0.3%
CAM
1399
Chesapeake Asset Management
New York
$15.5K
RAM
1400
Riggs Asset Management
Pennsylvania
$15.5K

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.