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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1401
Elevation Wealth Partners
California
$32.7K +$33.5K +596 New
PGAM
1402
Princeton Global Asset Management
New Jersey
$31.1K
VWM
1403
Venturi Wealth Management
Texas
$30.9K +$31.7K +563 New
CAC
1404
Certified Advisory Corp
Florida
$30.6K +$31.4K +558 New
IWMWV
1405
Ironwood Wealth Management (West Virginia)
West Virginia
$30.2K
CH
1406
Canton Hathaway
Rhode Island
$30K
FCMT
1407
Founders Capital Management (Texas)
Texas
$30K +$338 +6 +1%
BC
1408
Barrett & Company
Rhode Island
$29.8K +$281 +5 +0.9%
BWM
1409
Baystate Wealth Management
Massachusetts
$29.7K +$1.35K +24 +5%
Commonwealth Equity Services
1410
Commonwealth Equity Services
Massachusetts
$29.6K -$8.38K -149 -0%
CCM
1411
Chilton Capital Management
Texas
$28.5K +$29.2K +519 New
BAM
1412
Bellevue Asset Management
Washington
$27.5K
DI
1413
Disciplined Investments
Oklahoma
$27.4K -$619 -11 -2%
MSFP
1414
Mark Sheptoff Financial Planning
Connecticut
$27.4K
CCA
1415
Column Capital Advisors
Indiana
$27.1K
JMF
1416
Johnson Midwest Financial
Iowa
$27K +$56 +1 +0.2%
SIC
1417
SJS Investment Consulting
Ohio
$26.7K +$3.26K +58 +14%
MA
1418
Montag & Associates
Georgia
$26.3K
BWL
1419
Bogart Wealth LLC
Virginia
$26.1K -$56 -1 -0.2%
MTIC
1420
Missouri Trust & Investment Company
Missouri
$26K
DWMG
1421
DB Wealth Management Group
California
$26K
IFAM
1422
Institutional & Family Asset Management
Colorado
$25.1K
CMP
1423
Coston McIsaac & Partners
Maine
$25K +$2.02K +36 +9%
PWMG
1424
Prestige Wealth Management Group
New Jersey
$24.4K +$3.49K +62 +16%
CSWM
1425
Cassady Schiller Wealth Management
Ohio
$24.2K