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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
BFS
1526
Bare Financial Services
Pennsylvania
$12.1K +$11.8K +213 New
FFL
1527
Financial Freedom LLC
Ohio
$12.1K +$111 +2 +1%
CCA
1528
Criterion Capital Advisors
Tennessee
$11.6K
PP
1529
PFS Partners
New Jersey
$11.6K +$11.1K +200 New
KWAG
1530
Kiely Wealth Advisory Group
North Carolina
$11.4K -$10.5K -190 -49%
SIM
1531
Studio Investment Management
Illinois
$11.1K
TCM
1532
Tradewinds Capital Management
Washington
$11.1K
GBT
1533
Grove Bank & Trust
Florida
$10.8K -$1.82K -33 -15%
VCM
1534
Versant Capital Management
Arizona
$10.7K +$7.96K +144 +360%
NOI
1535
Newton One Investments
Delaware
$10.4K +$111 +2 +1%
CIA
1536
Cape Investment Advisory
Georgia
$9.5K
GPI
1537
General Partner Inc
Pennsylvania
$9.21K
VWA
1538
Valued Wealth Advisors
Utah
$9.04K +$3.26K +59 +61%
GIS
1539
Grayhawk Investment Strategies
Alberta, Canada
$8.34K
CWM
1540
Cedar Wealth Management
California
$8.23K
AssetMark Inc
1541
AssetMark Inc
California
$8.17K +$3.26K +59 +72%
CWAF
1542
Core Wealth Advisors (Florida)
Florida
$8.05K
DWS
1543
Dynamic Wealth Strategies
California
$8K
POIA
1544
Pin Oak Investment Advisors
Texas
$8K
MAM
1545
MMA Asset Management
Pennsylvania
$7.88K +$7.52K +136 New
AWM
1546
Abound Wealth Management
Tennessee
$7.87K -$17K -308 -69%
RWM
1547
Ruedi Wealth Management
Illinois
$7.71K
FFA
1548
Frazier Financial Advisors
Ohio
$7.53K -$16.3K -295 -69%
SWC
1549
Spectrum Wealth Counsel
Indiana
$7.42K
MA
1550
MCF Advisors
Kentucky
$7.07K +$387 +7 +6%

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.