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1,402 hedge funds and large institutions have $32B invested in Dow Inc in 2021 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 427 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 81

38% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 427

12% more call options, than puts

Call options by funds: $672M | Put options by funds: $599M

3% more funds holding

Funds holding: 1,3571,402 (+45)

0.25% less ownership

Funds ownership: 68.43%68.18% (-0.25%)

1% less capital invested

Capital invested by funds: $32.3B → $32B (-$360M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
1,402
Holders Change
+45
Holders Change %
+3.32%
% of All Funds
24.4%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
141
Increased
590
Reduced
427
Closed
81
Calls
$672M
Puts
$599M
Net Calls
+$73.3M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
THWM
1451
Taylor Hoffman Wealth Management
Virginia
-$204K -3,186 Closed
BA
1452
Bluesphere Advisors
Pennsylvania
-$200K -3,130 Closed
RHBC
1453
R.H. Bluestein & Co
Michigan
-$200K -3,129 Closed
CC
1454
Colrain Capital
Massachusetts
-$160K -2,875 Closed
SFMG
1455
Sage Financial Management Group
Virginia
-$127K -1,991 Closed
LTI
1456
Laffer Tengler Investments
Tennessee
-$126K -1,969 Closed
VBCG
1457
Valley Brook Capital Group
Pennsylvania
-$105K -1,649 Closed
RWM
1458
RBA Wealth Management
California
-$83.2K -1,301 Closed
CL
1459
COWA LLC
Oklahoma
-$73K -1,141 Closed
AIM
1460
Axiom Investment Management
New York
-$59K -938 Closed
GSAM
1461
Grant Street Asset Management
Pennsylvania
-$49K -767 Closed
MWP
1462
Meridian Wealth Partners
Pennsylvania
-$46K -713 Closed
APWM
1463
Atlas Private Wealth Management
New York
-$37K -579 Closed
AssetMark Inc
1464
AssetMark Inc
California
-$31K -470 -99%
TWP
1465
TFO Wealth Partners
Ohio
-$22K -350 Closed
LAIC
1466
Lederer & Associates Investment Counsel
California
-$21.3K -333 Closed
CAC
1467
Certified Advisory Corp
Florida
-$20K -307 Closed
WCM
1468
Wealthcare Capital Management
Virginia
-$10K -162 Closed
NIC
1469
Northwest Investment Counselors
Oregon
-$10K -149 Closed
RWG
1470
Regal Wealth Group
California
-$10K -149 Closed
DWP
1471
Destiny Wealth Partners
Florida
-$9K -145 Closed
MWM
1472
Mascoma Wealth Management
New Hampshire
-$6K -100 Closed
MF
1473
Manchester Financial
California
-$5K -86 Closed
HI
1474
Human Investing
Oregon
-$5K -75 Closed
FP
1475
Fiduciary Planning
Florida
-$4K -66 Closed

DOW Hedge Fund Activity: Q2 2021 in Review

1,402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q2 2021, worth a combined $32B — down 1.1% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new DOW positions and 81 closed out — a net gain of 60 holders — while 590 added to existing stakes and 427 trimmed.

The largest buyer was State Street, adding an estimated $113M. The largest seller was Capital Research Global Investors, cutting an estimated $181M.

  • 1,402 institutional investors held Dow Inc (DOW) as of Q2 2021, up from 1,357 in Q1 2021.
  • Funds reported $32B of Dow Inc stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 141 funds opened new Dow Inc positions in Q2 2021 and 81 closed out, a net change of +60 holders.
  • The largest Dow Inc buyer in Q2 2021 was State Street, an estimated $113M added.
  • The largest Dow Inc seller in Q2 2021 was Capital Research Global Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2021.