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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
EWM
1576
EPG Wealth Management
Georgia
-$202K -3,787 Closed
VA
1577
Valmark Advisers
Ohio
-$201K -3,781 Closed
PFT
1578
Providence First Trust
Arizona
-$200K -3,764 Closed
WI
1579
Wintrust Investments
Illinois
-$200K -3,754 Closed
1WA
1580
180 Wealth Advisors
Washington
-$200K -3,723 Closed
TFP
1581
Tilia Fiduciary Partners
North Carolina
-$136K -2,559 Closed
CFO
1582
CVA Family Office
Colorado
-$136K -2,548 Closed
KI
1583
Kapitalo Investimentos
Brazil
-$130K -2,435 Closed
WP
1584
WealthPLAN Partners
Nebraska
-$75.2K -1,412 Closed
CA
1585
Crewe Advisors
Utah
-$74.4K -1,396 Closed
LCM
1586
Laurion Capital Management
New York
-$73.1K -1,373 Closed
SSG
1587
Summit Securities Group
New York
-$65K -1,213 Closed
FBC
1588
Fairfield, Bush & Co
Connecticut
-$56.1K -1,054 Closed
OPTFSNA
1589
Old Point Trust & Financial Services N A
Virginia
-$42.8K -804 Closed
MAM
1590
Meeder Asset Management
Ohio
-$38.4K -721 Closed
FA
1591
Fiduciary Alliance
South Carolina
-$36.6K -687 Closed
AP
1592
Arlington Partners
Alabama
-$27.7K -520 Closed
DI
1593
Disciplined Investments
Oklahoma
-$27.4K -515 Closed
WAM
1594
Worth Asset Management
Texas
-$26.6K -500 Closed
SF
1595
Safeguard Financial
Wisconsin
-$23K -439 Closed
BWS
1596
Buck Wealth Strategies
Colorado
-$16K -300 Closed
PIAS
1597
PCA Investment Advisory Services
Ohio
-$15.7K -294 Closed
TAIM
1598
TD Ameritrade Investment Management
Nebraska
-$9K -166 Closed
CWA
1599
Clearview Wealth Advisors
Oregon
-$4K -75 Closed
GWMI
1600
Guardian Wealth Management (Illinois)
Illinois
-$3.8K -71 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.