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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
NFSG
1451
Newbridge Financial Services Group
Florida
$31.6K -$4.75K -86 -14%
MTIC
1452
Missouri Trust & Investment Company
Missouri
$31.1K
CCM
1453
Chilton Capital Management
Texas
$30.1K
BAM
1454
Bellevue Asset Management
Washington
$29.1K
SWM
1455
Sanctuary Wealth Management
Idaho
$29.1K
CMP
1456
Coston McIsaac & Partners
Maine
$29K +$2.1K +38 +8%
MSFP
1457
Mark Sheptoff Financial Planning
Connecticut
$28.9K
AFG
1458
Albion Financial Group
Utah
$28.3K +$12.2K +220 +82%
JFGIW
1459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.9K +$7.9K +143 +42%
CMA
1460
Cedar Mountain Advisors
Oregon
$27.5K
RFG
1461
REAP Financial Group
Texas
$26.9K -$112K -2,032 -81%
CPG
1462
Cornerstone Planning Group
New Jersey
$26.8K -$4.81K -87 -16%
TCA
1463
Trifecta Capital Advisors
Illinois
$26.6K
IFAM
1464
Institutional & Family Asset Management
Colorado
$26.5K
CSWM
1465
Cassady Schiller Wealth Management
Ohio
$26.2K +$6.19K +112 +33%
LFA
1466
LGT Financial Advisors
Texas
$25.8K
PWMG
1467
Prestige Wealth Management Group
New Jersey
$25.5K
MA
1468
Montag & Associates
Georgia
$25.4K -$2.32K -42 -9%
AW
1469
Avion Wealth
Texas
$25K -$15.6K -283 -40%
HBW
1470
Hazlett, Burt & Watson
West Virginia
$25K -$1.82K -33 -7%
CAL
1471
Capital Analysts LLC
Pennsylvania
$25K +$497 +9 +2%
WWM
1472
Wolff Wiese Magana
California
$24.9K -$608 -11 -2%
FWM
1473
FSA Wealth Management
Massachusetts
$24.4K +$1.6K +29 +7%
SIC
1474
SJS Investment Consulting
Ohio
$24.2K +$332 +6 +1%
FP
1475
Financial Perspectives
Minnesota
$23.8K

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.