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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
TCM
1426
TD Capital Management
Tennessee
$11.5K
BWAM
1427
Boyd Watterson Asset Management
Ohio
$11.5K
CAC
1428
Certified Advisory Corp
Florida
$11.2K +$54 +1 +0.5%
CAM
1429
Close Asset Management
United Kingdom
$11K -$16.7K -311 -60%
JEST
1430
JTC Employer Solutions Trustee
Jersey
$11K
BCM
1431
Blume Capital Management
California
$10.8K
AA
1432
Addison Advisors
Vermont
$10.7K
FFL
1433
Financial Freedom LLC
Ohio
$10.5K +$107 +2 +1%
AFS
1434
Annapolis Financial Services
Maryland
$10.4K
Fuller & Thaler Asset Management
1435
Fuller & Thaler Asset Management
California
$10.3K -$6.71K -125 -38%
SIM
1436
Studio Investment Management
Illinois
$9.9K
TCM
1437
Tradewinds Capital Management
Washington
$9.9K
NOI
1438
Newton One Investments
Delaware
$9.05K +$161 +3 +2%
HB
1439
Horizon Bancorp
Indiana
$9K
CIA
1440
Cape Investment Advisory
Georgia
$8.46K
GPI
1441
General Partner Inc
Pennsylvania
$8.2K
SCA
1442
Stonebridge Capital Advisors
Minnesota
$8.12K
GIS
1443
Grayhawk Investment Strategies
Alberta, Canada
$7.42K
CWM
1444
Cedar Wealth Management
California
$7.32K
POIA
1445
Pin Oak Investment Advisors
Texas
$7K
RWM
1446
Ruedi Wealth Management
Illinois
$6.86K
SC
1447
Steph & Co
Wisconsin
$6.29K
FMP
1448
Financial Management Professionals
Texas
$6K
MWM
1449
Mascoma Wealth Management
New Hampshire
$5.98K
LF
1450
Lee Financial
Texas
$5.88K

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.