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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
BBPWM
1401
Blue Bell Private Wealth Management
Pennsylvania
$15.3K -$6.44K -120 -29%
DGAM
1402
Desjardins Global Asset Management
Quebec, Canada
$15.3K -$8.21K -153 -34%
CT
1403
Clearstead Trust
Maine
$15.2K +$13.4K +250 +556%
DSC
1404
Duncker Streett & Co
Missouri
$14.8K
TCCM
1405
Timber Creek Capital Management
Massachusetts
$14.8K
KFS
1406
Kelly Financial Services
Massachusetts
$13.9K +$54 +1 +0.4%
AFG
1407
Albion Financial Group
Utah
$13.9K
CTWM
1408
Cherry Tree Wealth Management
Minnesota
$13.9K
VAG
1409
VisionPoint Advisory Group
Texas
$13.9K +$13.9K +259 +2,590%
BCM
1410
Bourgeon Capital Management
Connecticut
$13.8K
GBT
1411
Grove Bank & Trust
Florida
$13.5K -$35.8K -667 -72%
FMTCOCP
1412
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
LFA
1413
Legend Financial Advisors
Pennsylvania
$12.9K
SAG
1414
Spotlight Asset Group
Illinois
$12.9K
WPA
1415
West Paces Advisors
Georgia
$12.9K
WPWM
1416
Western Pacific Wealth Management
Illinois
$12.8K
FWM
1417
Focused Wealth Management
New York
$12.5K
GTAM
1418
Global Trust Asset Management
Florida
$12.3K
PAI
1419
Pittenger & Anderson Inc
Nebraska
$12.1K -$4.46K -83 -26%
KOCAA
1420
Knights of Columbus Asset Advisors
Connecticut
$12.1K
UIA
1421
Ulland Investment Advisors
Minnesota
$12K
GKIM
1422
GW&K Investment Management
Massachusetts
$12K +$805 +15 +7%
BIA
1423
Bell Investment Advisors
California
$12K -$215 -4 -2%
DFA
1424
DHJJ Financial Advisors
Illinois
$12K +$12.5K +232 New
TFA
1425
Toth Financial Advisory
Virginia
$11.9K

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.