We are live on ! Find out more

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
PS
1476
PayPay Securities
Japan
$2.63K -$107 -2 -4%
TWD
1477
True Wealth Design
Ohio
$2.63K
WOSD
1478
WFA of San Diego
California
$2.63K
TFG
1479
Team Financial Group
California
$2.63K +$2.74K +51 New
HWM
1480
HighMark Wealth Management
Minnesota
$2.3K +$54 +1 +2%
PO
1481
Private Ocean
California
$2.27K
DF
1482
DecisionPoint Financial
Arizona
$2.27K +$2.36K +44 New
MAWCM
1483
Mine & Arao Wealth Creation & Management
California
$2.25K
VWM
1484
Valley Wealth Managers
New Jersey
$2.22K
SA
1485
SRH Advisors
Kansas
$2.17K
TIM
1486
Tortoise Investment Management
New York
$2.17K
KFP
1487
KB Financial Partners
New Jersey
$2K
PP
1488
PrairieView Partners
Minnesota
$2K
TAM
1489
Tucker Asset Management
Colorado
$1.91K +$1.07K +20 +118%
GFPC
1490
Global Financial Private Client
Florida
$1.69K
RWPA
1491
Richard W. Paul & Associates
Michigan
$1.65K
RTL
1492
Red Tortoise LLC
Georgia
$1.5K
JWM
1493
Janiczek Wealth Management
Colorado
$1.39K
CAM
1494
ClariVest Asset Management
California
$1K +$591 +11 New
BFP
1495
Briaud Financial Planning
Texas
$1K +$1.5K +28 New
Kayne Anderson Rudnick Investment Management
1496
Kayne Anderson Rudnick Investment Management
California
$928
LWA
1497
Lowe Wealth Advisors
Maryland
$722
AssetMark Inc
1498
AssetMark Inc
California
$670 +$698 +13 New
MIM
1499
Macroview Investment Management
Maryland
$619 +$644 +12 New
TWP
1500
TFO Wealth Partners
Ohio
$586 +$161 +3 +38%

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.