We are live on ! Find out more

1,535 hedge funds and large institutions have $24.4B invested in Dow Inc in 2022 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 675 increasing their positions, 472 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 472

11% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 133

0.69% more ownership

Funds ownership: 64.41%65.1% (+0.69%)

1% less funds holding

Funds holding: 1,5451,535 (-10)

19% less capital invested

Capital invested by funds: $30.2B → $24.4B (-$5.73B)

25% less call options, than puts

Call options by funds: $604M | Put options by funds: $802M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
1,535
Holders Change
-10
Holders Change %
-0.65%
% of All Funds
25.86%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
147
Increased
675
Reduced
472
Closed
133
Calls
$604M
Puts
$802M
Net Calls
-$198M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
1501
Morton Brown Family Wealth
Pennsylvania
$5K +$6.66K +104 New
CWA
1502
Clearview Wealth Advisors
Oregon
$4K
KA
1503
Kozak & Associates
Colorado
$4K
RCC
1504
Red Cedar Capital
Nebraska
$4K
CAM
1505
ClariVest Asset Management
California
$4K +$4.74K +74 New
AS
1506
Altshuler Shaham
Israel
$4K +$4.93K +77 New
VWM
1507
Valley Wealth Managers
New Jersey
$4K +$5.12K +80 New
FFA
1508
Fairfield Financial Advisors
Massachusetts
$3.35K
BFG
1509
Baron Financial Group
New Jersey
$3.15K
CWA
1510
Carolina Wealth Advisors
South Carolina
$3K
EAM
1511
Eukles Asset Management
Ohio
$3K
IRAG
1512
Investment Research & Advisory Group
Georgia
$3K
SC
1513
Sierra Capital
Florida
$3K
WOSD
1514
WFA of San Diego
California
$3K +$3.27K +51 New
HT
1515
HighTower Trust
Texas
$2.92K +$752K +11,740 +74%
BRWM
1516
B. Riley Wealth Management
Tennessee
$2.04K +$1.45M +22,673 +135%
CWM
1517
CarsonAllaria Wealth Management
Illinois
$2K
CT
1518
Clearstead Trust
Maine
$2K
KFP
1519
KB Financial Partners
New Jersey
$2K
MAWCM
1520
Mine & Arao Wealth Creation & Management
California
$2K
SA
1521
SRH Advisors
Kansas
$2K
HWM
1522
HighMark Wealth Management
Minnesota
$2K +$64 +1 +2%
GFPC
1523
Global Financial Private Client
Florida
$1.71K +$2.11K +33 New
AR
1524
Apeiron RIA
Texas
$1.03K +$128K +2,000 New
CAC
1525
Certified Advisory Corp
Florida
$1K -$30.5K -476 -94%