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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
SAM
1551
Sandbar Asset Management
United Kingdom
-$261K -4,901 Closed
GD
1552
Grandfield & Dodd
New York
-$257K -4,832 Closed
HIP
1553
HUB Investment Partners
Texas
-$253K -4,751 Closed
NDSI
1554
Newman Dignan & Sheerar Inc
Rhode Island
-$253K -4,751 Closed
GVAG
1555
Great Valley Advisor Group
Delaware
-$250K -4,694 Closed
PIMG
1556
Patriot Investment Management Group
Tennessee
-$248K -4,663 Closed
APA
1557
Astoria Portfolio Advisors
New York
-$253K -4,659 Closed
HVIA
1558
Hudson Valley Investment Advisors
New York
-$242K -4,553 Closed
SWA
1559
SFMG Wealth Advisors
Texas
-$242K -4,545 Closed
TWP
1560
Tempus Wealth Planning
California
-$236K -4,438 Closed
XWM
1561
Xcel Wealth Management
Florida
-$230K -4,312 Closed
PA
1562
Procyon Advisors
Connecticut
-$229K -4,309 Closed
GSB
1563
Greenfield Savings Bank
Massachusetts
-$228K -4,284 Closed
FFA
1564
Founders Financial Alliance
North Carolina
-$224K -4,210 Closed
JCM
1565
Janney Capital Management
Pennsylvania
-$224K -4,205 Closed
RCWM
1566
Royal Capital Wealth Management
Indiana
-$213K -4,004 Closed
CPC
1567
Congress Park Capital
New York
-$213K -4,000 Closed
BWP
1568
Balboa Wealth Partners
Arizona
-$209K -3,915 Closed
VWA
1569
V Wealth Advisors
Kansas
-$207K -3,887 Closed
EA
1570
Eudaimonia Advisors
Tennessee
-$206K -3,876 Closed
AIM
1571
Avity Investment Management
Connecticut
-$205K -3,843 Closed
BIM
1572
Bridges Investment Management
Nebraska
-$204K -3,838 Closed
EWM
1573
Empirical Wealth Management
Washington
-$204K -3,829 Closed
CCM
1574
Cohen Capital Management
California
-$203K -3,810 Closed
HKAM
1575
Horizon Kinetics Asset Management
New York
-$203K -3,804 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.