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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
HWM
1576
HighMark Wealth Management
Minnesota
$2.65K +$55 +1 +2%
RWA
1577
Redmont Wealth Advisors
Illinois
$2.61K +$2.49K +45 New
PO
1578
Private Ocean
California
$2.55K
MAWCM
1579
Mine & Arao Wealth Creation & Management
California
$2.53K
CWM
1580
CarsonAllaria Wealth Management
Illinois
$2.49K -$17.2K -312 -88%
VWM
1581
Valley Wealth Managers
New Jersey
$2.49K
CTC
1582
Cetera Trust Company
Minnesota
$2.43K
GIM
1583
Gold Investment Management
Alberta, Canada
$2.43K
SA
1584
SRH Advisors
Kansas
$2.43K
TIM
1585
Tortoise Investment Management
New York
$2.43K
SHIM
1586
Stone House Investment Management
Pennsylvania
$2.26K +$2.15K +39 New
FGAM
1587
Financial Gravity Asset Management
Texas
$2.21K -$44.8K -811 -96%
TAM
1588
Tucker Asset Management
Colorado
$2.14K
GWMI
1589
Guardian Wealth Management (Illinois)
Illinois
$2.12K
DWA
1590
Delos Wealth Advisors
Texas
$2.03K +$1.93K +35 New
WCM
1591
Winthrop Capital Management
Indiana
$2K +$55 +1 +2%
GFPC
1592
Global Financial Private Client
Florida
$1.92K
RWPA
1593
Richard W. Paul & Associates
Michigan
$1.85K
VAG
1594
VisionPoint Advisory Group
Texas
$1.8K +$221 +4 +15%
RTL
1595
Red Tortoise LLC
Georgia
$1.68K
TWD
1596
True Wealth Design
Ohio
$1.56K -$1.33K -24 -47%
WCM
1597
Westend Capital Management
California
$1.56K +$1.49K +27 New
Kayne Anderson Rudnick Investment Management
1598
Kayne Anderson Rudnick Investment Management
California
$1.39K +$166 +3 +14%
TCM
1599
TruNorth Capital Management
Michigan
$1.22K +$1.16K +21 New
CAC
1600
Core Alternative Capital
Georgia
$985 -$12.4K -225 -93%

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.