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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
IGAM
1526
iA Global Asset Management
Quebec, Canada
-$1.1M -20,604 Closed
MFS
1527
Mirabella Financial Services
United Kingdom
-$758K -14,238 Closed
DCM
1528
Dupont Capital Management
Delaware
-$735K -13,792 Closed
AFA
1529
Abacus FCF Advisors
Florida
-$714K -13,415 Closed
PL
1530
Perpetual Ltd
Australia
-$713K -13,379 Closed
IAMOG
1531
Investors Asset Management of Georgia
Georgia
-$690K -12,960 Closed
AWE
1532
Avidian Wealth Enterprises
Texas
-$661K -12,420 Closed
FDS
1533
First Dallas Securities
Texas
-$607K -11,391 Closed
XT
1534
XTX Topco
Cayman Islands
-$589K -11,067 Closed
GS
1535
GTS Securities
New York
-$577K -10,749 Closed
JCM
1536
J2 Capital Management
Michigan
-$535K -10,045 Closed
SW
1537
StrongBox Wealth
Missouri
-$507K -9,520 Closed
BAM
1538
Blueshift Asset Management
New Jersey
-$397K -7,451 Closed
TCM
1539
Twin Capital Management
Pennsylvania
-$391K -7,334 Closed
IW
1540
Imprint Wealth
South Carolina
-$375K -7,024 Closed
SLWA
1541
San Luis Wealth Advisors
California
-$358K -6,730 Closed
E
1542
Ergoteles
New York
-$357K -6,698 Closed
VI
1543
Versor Investments
New York
-$333K -6,243 Closed
PTC
1544
Petrus Trust Company
Texas
-$318K -5,970 Closed
LCS
1545
Levin Capital Strategies
New York
-$311K -5,838 Closed
MG
1546
Marex Group
-$308K -5,791 Closed
HVM
1547
Harvest Volatility Management
Connecticut
-$297K -5,585 Closed
CG
1548
Cutler Group
California
-$298K -5,552 Closed
DWM
1549
Dakota Wealth Management
Florida
-$284K -5,331 Closed
NC
1550
NinePointTwo Capital
California
-$263K -4,944 Closed

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.