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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
VFM
1476
Viking Fund Management
North Dakota
$23.2K
CAM
1477
Close Asset Management
United Kingdom
$23K +$10.2K +185 +88%
SN
1478
Sittner & Nelson
Oregon
$22.9K -$16.7K -303 -43%
NRG
1479
Nemes Rush Group
Michigan
$22.8K -$20.4K -370 -48%
M
1480
MOTCO
Texas
$22.7K
WAG
1481
Wiser Advisor Group
Arizona
$22.5K +$166 +3 +0.8%
CWC
1482
Carolinas Wealth Consulting
North Carolina
$21.9K -$172K -3,105 -89%
HCM
1483
Hollencrest Capital Management
California
$21.7K
LF
1484
LifeSteps Financial
California
$21.3K +$20.3K +367 New
ETS
1485
ESL Trust Services
New York
$19.8K +$18.8K +341 New
AWM
1486
AllSquare Wealth Management
New York
$19.6K
CT
1487
Clearstead Trust
Maine
$19.5K +$2.76K +50 +17%
FCT
1488
First Community Trust
Iowa
$19.1K
OLVIG
1489
Oliver Lagore Vanvalin Investment Group
Michigan
$18.8K -$8.29K -150 -32%
VAMG
1490
Voisard Asset Management Group
Michigan
$18.7K -$1.16K -21 -6%
CJ
1491
Caitlin John
Michigan
$18.2K +$16.6K +300 +2,143%
SWA
1492
SOA Wealth Advisors
New York
$18.1K
PGAM
1493
Princeton Global Asset Management
New Jersey
$17.9K
BWL
1494
Bogart Wealth LLC
Virginia
$17.4K -$4.86K -88 -23%
CAM
1495
Chesapeake Asset Management
New York
$17.4K
RAM
1496
Riggs Asset Management
Pennsylvania
$17.4K
NIC
1497
Northwest Investment Counselors
Oregon
$17K +$16.2K +294 New
UFF
1498
USA Financial Formulas
Michigan
$17K +$16.2K +294 New
DSC
1499
Duncker Streett & Co
Missouri
$16.7K
TCCM
1500
Timber Creek Capital Management
Massachusetts
$16.7K

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.