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1,609 hedge funds and large institutions have $27.2B invested in Dow Inc in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 565 increasing their positions, 639 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 117

27% more call options, than puts

Call options by funds: $846M | Put options by funds: $668M

6% more capital invested

Capital invested by funds: $25.5B → $27.2B (+$1.64B)

1% more funds holding

Funds holding: 1,5941,609 (+15)

0.32% more ownership

Funds ownership: 66.38%66.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

12% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 639

Holders
1,609
Holders Change
+15
Holders Change %
+0.94%
% of All Funds
23.18%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
152
Increased
565
Reduced
639
Closed
117
Calls
$846M
Puts
$668M
Net Calls
+$178M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
1401
Bangor Savings Bank
Maine
$59K
AWM
1402
Avondale Wealth Management
Texas
$57.9K
LFASL
1403
Lugano Financial Advisors SA (LFA)
Switzerland
$57.9K +$55.3K +1,000 New
RA
1404
Rational Advisors
New York
$57.4K
MSG
1405
Main Street Group
Virginia
$57.4K +$43.6K +789 +395%
Loomis, Sayles & Company
1406
Loomis, Sayles & Company
Massachusetts
$57K +$7.52K +136 +16%
Fuller & Thaler Asset Management
1407
Fuller & Thaler Asset Management
California
$54.2K -$51.1K -925 -50%
HWA
1408
HHM Wealth Advisors
Tennessee
$53.7K
AF
1409
Arrow Financial
New York
$53.1K -$1.44K -26 -3%
CFFP
1410
Center for Financial Planning
Michigan
$52.3K -$4.59K -83 -8%
SSG
1411
Summit Securities Group
New York
$52K -$33.2K -600 -40%
CAL
1412
Capital Advisors Ltd
Ohio
$52K +$774 +14 +2%
CAM
1413
Creekmur Asset Management
Illinois
$51.9K -$42.5K -769 -46%
IHWM
1414
Iron Horse Wealth Management
Iowa
$50.5K
ACA
1415
Atlas Capital Advisors
Wyoming
$49.6K
APW
1416
Acima Private Wealth
Virginia
$49.4K
HT
1417
Headlands Technologies
Illinois
$49.2K +$47K +850 New
JFA
1418
JNBA Financial Advisors
Minnesota
$48.8K -$4.42K -80 -9%
PBK
1419
Peoples Bank (Kansas)
Kansas
$48.5K
JGIA
1420
Jackson Grant Investment Advisers
Connecticut
$47.6K
FSWA
1421
Financial Synergies Wealth Advisors
Texas
$44.3K +$30.5K +552 +259%
TSWM
1422
Tyler-Stone Wealth Management
Ohio
$43.4K
KFI
1423
Key Financial Inc
Pennsylvania
$42.2K
RDFA
1424
Ritter Daniher Financial Advisory
Ohio
$42.1K
CT
1425
Colonial Trust
South Carolina
$42.1K -$47.7K -864 -54%

DOW Hedge Fund Activity: Q1 2024 in Review

1,609 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q1 2024, worth a combined $27.2B — up 6.4% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DOW positions and 117 closed out — a net gain of 35 holders — while 565 added to existing stakes and 639 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was Morgan Stanley, cutting an estimated $817M.

  • 1,609 institutional investors held Dow Inc (DOW) as of Q1 2024, up from 1,594 in Q4 2023.
  • Funds reported $27.2B of Dow Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 152 funds opened new Dow Inc positions in Q1 2024 and 117 closed out, a net change of +35 holders.
  • The largest Dow Inc buyer in Q1 2024 was Vanguard Group, an estimated $573M added.
  • The largest Dow Inc seller in Q1 2024 was Morgan Stanley, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2024.