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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
FWM
1451
Focused Wealth Management
New York
$16K +$2.81K +50 +21%
VNA
1452
Valley National Advisers
Pennsylvania
$16K -$1.13K -20 -6%
DSC
1453
Duncker Streett & Co
Missouri
$15.8K
TCCM
1454
Timber Creek Capital Management
Massachusetts
$15.8K
BWM
1455
BerganKDV Wealth Management
Minnesota
$15.6K
CAC
1456
Core Alternative Capital
Georgia
$15.5K +$3.54K +63 +29%
BIA
1457
Bell Investment Advisors
California
$14.9K +$1.46K +26 +11%
AFG
1458
Albion Financial Group
Utah
$14.7K
BCM
1459
Bourgeon Capital Management
Connecticut
$14.7K -$169K -3,000 -92%
KFS
1460
Kelly Financial Services
Massachusetts
$14.7K +$7.09K +126 +89%
FMTCOCP
1461
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K
TFA
1462
Toth Financial Advisory
Virginia
$13.8K +$1.24K +22 +10%
LFA
1463
Legend Financial Advisors
Pennsylvania
$13.7K -$14.1K -250 -50%
WPA
1464
West Paces Advisors
Georgia
$13.7K
WFA
1465
West Financial Advisors
Iowa
$13.7K
WPWM
1466
Western Pacific Wealth Management
Illinois
$13.6K
GTAM
1467
Global Trust Asset Management
Florida
$13K
KOCAA
1468
Knights of Columbus Asset Advisors
Connecticut
$12.9K
TCM
1469
TD Capital Management
Tennessee
$12.1K +$169 +3 +1%
UIA
1470
Ulland Investment Advisors
Minnesota
$12K
TF
1471
TimeScale Financial
Massachusetts
$11.9K -$1.69K -30 -12%
AA
1472
Addison Advisors
Vermont
$11.8K -$844 -15 -7%
AFS
1473
Annapolis Financial Services
Maryland
$11K
JEST
1474
JTC Employer Solutions Trustee
Jersey
$11K
GIS
1475
Grayhawk Investment Strategies
Alberta, Canada
$11K +$8.1K +144 New