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1,491 hedge funds and large institutions have $26.3B invested in Dow Inc in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 515 increasing their positions, 644 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $658M | Put options by funds: $607M

3% more capital invested

Capital invested by funds: $25.4B → $26.3B (+$838M)

0.88% more ownership

Funds ownership: 68.2%69.08% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less funds holding

Funds holding: 1,5451,491 (-54)

20% less repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 644

29% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 133

Holders
1,491
Holders Change
-54
Holders Change %
-3.5%
% of All Funds
21.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
94
Increased
515
Reduced
644
Closed
133
Calls
$658M
Puts
$607M
Net Calls
+$51.2M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
KW
1576
KWB Wealth
California
-$225K -3,876 Closed
SMA
1577
Sage Mountain Advisors
Georgia
-$204K -3,850 Closed
FCA
1578
FLC Capital Advisors
California
-$204K -3,841 Closed
CFP
1579
Cascade Financial Partners
California
-$203K -3,833 Closed
RIM
1580
Rockbridge Investment Management
New York
-$203K -3,831 Closed
EI
1581
Ethic Inc
New York
-$203K -3,822 Closed
RCWM
1582
Royal Capital Wealth Management
Indiana
-$202K -3,815 Closed
CPA
1583
Court Place Advisors
Maryland
-$201K -3,790 Closed
SWM
1584
Silverlake Wealth Management
Vermont
-$201K -3,780 Closed
SWS
1585
SYSTM Wealth Solutions
Illinois
-$188K -3,551 Closed
WIA
1586
Wetzel Investment Advisors
Indiana
-$192K -3,318 Closed
AS
1587
AM Squared
Hong Kong
-$170K -3,200 Closed
Fuller & Thaler Asset Management
1588
Fuller & Thaler Asset Management
California
-$165K -3,115 Closed
RFG
1589
RFP Financial Group
Georgia
-$156K -2,949 Closed
PIM
1590
Plato Investment Management
Australia
-$155K -2,916 Closed
TWP
1591
Triad Wealth Partners
Kansas
-$99K -1,867 Closed
FRA
1592
Front Row Advisors
California
-$75.8K -1,429 Closed
CBT
1593
Central Bank & Trust
Kentucky
-$74.4K -1,403 Closed
LTI
1594
Laffer Tengler Investments
Tennessee
-$72.8K -1,372 Closed
CB
1595
Chris Bulman
California
-$72.7K -1,371 Closed
GI
1596
Gradient Investments
Minnesota
-$69K -1,300 Closed
HFM
1597
Harvest Fund Management
China
-$67.6K -1,281 -100%
BCM
1598
Basso Capital Management
Connecticut
-$58.2K -1,097 Closed
AWM
1599
Avondale Wealth Management
Texas
-$53K -1,000 Closed
TFF
1600
The Family Firm
Maryland
-$43.7K -825 Closed

DOW Hedge Fund Activity: Q3 2024 in Review

1,491 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2024, worth a combined $26.3B — up 3.3% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of DOW and 94 opened new positions — a net loss of 39 holders — while 644 trimmed existing stakes and 515 added.

The largest buyer was Invesco, adding an estimated $126M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $112M sold.

  • 1,491 institutional investors held Dow Inc (DOW) as of Q3 2024, down from 1,545 in Q2 2024.
  • Funds reported $26.3B of Dow Inc stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 94 funds opened new Dow Inc positions in Q3 2024 and 133 closed out, a net change of -39 holders.
  • The largest Dow Inc buyer in Q3 2024 was Invesco, an estimated $126M added.
  • The largest Dow Inc seller in Q3 2024 was Qube Research & Technologies (QRT), an estimated $112M sold.

Based on aggregated 13F filings for Q3 2024.