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1,538 hedge funds and large institutions have $25B invested in Dow Inc in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 657 increasing their positions, 487 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 487

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more call options, than puts

Call options by funds: $790M | Put options by funds: $634M

11% more capital invested

Capital invested by funds: $22.6B → $25B (+$2.38B)

1.8% more ownership

Funds ownership: 62.85%64.65% (+1.8%)

1% more funds holding

Funds holding: 1,5201,538 (+18)

Holders
1,538
Holders Change
+18
Holders Change %
+1.18%
% of All Funds
24.51%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
152
Increased
657
Reduced
487
Closed
100
Calls
$790M
Puts
$634M
Net Calls
+$156M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1501
West Branch Capital
Massachusetts
$5.81K -$6.25K -111 -51%
TIM
1502
Tortoise Investment Management
New York
$5.81K
MIA
1503
Milestone Investment Advisors
Wisconsin
$5.48K +$5.63K +100 New
NC
1504
NewSquare Capital
Pennsylvania
$5.21K
GGI
1505
Godsey & Gibb Inc
Virginia
$4.71K -$26.9K -478 -85%
CWA
1506
Clearview Wealth Advisors
Oregon
$4.11K
MRCM
1507
M&R Capital Management
New Jersey
$4.1K +$2.42K +43 +139%
CA
1508
Centerpoint Advisors
Massachusetts
$4K
MFA
1509
McClarren Financial Advisors
Pennsylvania
$4K +$56 +1 +1%
FMP
1510
Financial Management Professionals
Texas
$4K +$619 +11 +16%
GWMI
1511
Guardian Wealth Management (Illinois)
Illinois
$3.91K -$3.09K -55 -44%
IRAG
1512
Investment Research & Advisory Group
Georgia
$3.62K
FFA
1513
Fairfield Financial Advisors
Massachusetts
$3.51K
PS
1514
PayPay Securities
Japan
$3.23K -$1.86K -33 -36%
EAM
1515
Eukles Asset Management
Ohio
$3.02K
CG
1516
Cutler Group
California
$3K -$130K -2,316 -98%
TWD
1517
True Wealth Design
Ohio
$2.8K -$1.07K -19 -27%
GAG
1518
Goodman Advisory Group
Massachusetts
$2.52K +$2.59K +46 New
MAWCM
1519
Mine & Arao Wealth Creation & Management
California
$2.4K
HWM
1520
HighMark Wealth Management
Minnesota
$2.38K
VWM
1521
Valley Wealth Managers
New Jersey
$2.36K
MG
1522
MilWealth Group
Wisconsin
$2.25K +$2.31K +41 New
PFG
1523
Piershale Financial Group
Illinois
$2.07K +$56 +1 +3%
CT
1524
Clearstead Trust
Maine
$2.03K -$3.49K -62 -63%
KFP
1525
KB Financial Partners
New Jersey
$2K