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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
OP
1451
ORG Partners
Indiana
$5.88K -$9.82K -183 -62%
GJIA
1452
Glass Jacobson Investment Advisors
Maryland
$5.64K +$54 +1 +0.9%
WBC
1453
West Branch Capital
Massachusetts
$5.47K
RA
1454
Rise Advisors
New York
$5.46K +$107 +2 +2%
HWP
1455
Hibernia Wealth Partners
Louisiana
$5.41K +$5.64K +105 New
MIA
1456
Milestone Investment Advisors
Wisconsin
$5.16K +$5.37K +100 New
FCMT
1457
Founders Capital Management (Texas)
Texas
$5K
NC
1458
NewSquare Capital
Pennsylvania
$4.9K
CCA
1459
Column Capital Advisors
Indiana
$4.85K
GGI
1460
Godsey & Gibb Inc
Virginia
$4.43K
GWSA
1461
Global Wealth Strategies & Associates
Colorado
$4.33K +$4.51K +84 New
MRCM
1462
M&R Capital Management
New Jersey
$4.11K +$54 +1 +1%
MFA
1463
McClarren Financial Advisors
Pennsylvania
$4K +$1.07K +20 +26%
RDIA
1464
RE Dickinson Investment Advisors
Iowa
$4K +$4.03K +75 New
SFA
1465
Semmax Financial Advisors
North Carolina
$3.99K +$4.35K +81 New
NA
1466
Nordwand Advisors
Pennsylvania
$3.97K +$4.13K +77 New
AWA
1467
Authentikos Wealth Advisory
California
$3.81K +$3.97K +74 New
CCP
1468
Carmel Capital Partners
California
$3.46K +$54 +1 +2%
IRAG
1469
Investment Research & Advisory Group
Georgia
$3.4K
FFA
1470
Fairfield Financial Advisors
Massachusetts
$3.35K
VCM
1471
Versant Capital Management
Arizona
$3.2K -$8.64K -161 -72%
CA
1472
Centerpoint Advisors
Massachusetts
$3K
EAM
1473
Eukles Asset Management
Ohio
$2.84K
FAM
1474
Flaharty Asset Management
Florida
$2.73K +$2.85K +53 New
DWMG
1475
DB Wealth Management Group
California
$2.63K -$22.7K -423 -89%

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.