We are live on ! Find out more

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
CPA
1676
Court Place Advisors
Maryland
-$211K -3,856 Closed
FL
1677
Fort LP
Maryland
-$211K -3,846 Closed
FA
1678
FDx Advisors
Illinois
-$210K -3,833 Closed
NFC
1679
Northeast Financial Consultants
Connecticut
-$210K -3,831 Closed
BFA
1680
Brendel Financial Advisors
New Hampshire
-$208K -3,797 Closed
RAG
1681
RIA Advisory Group
Iowa
-$505K -3,716 Closed
AMG
1682
Advisors Management Group
Wisconsin
-$201K -3,660 Closed
SW
1683
Solidarity Wealth
Utah
-$200K -3,647 Closed
LOIM
1684
Liberty One Investment Management
Illinois
-$197K -3,590 Closed
CCM
1685
CAAS Capital Management
New York
-$149K -2,700 Closed
RIM
1686
Rockbridge Investment Management
New York
-$134K -2,437 Closed
TCWA
1687
Turtle Creek Wealth Advisors
Texas
-$108K -1,965 Closed
MFF
1688
Mango Five Family
Nevada
-$98.7K -1,800 Closed
ORAM
1689
One River Asset Management
Connecticut
-$96.1K -1,753 Closed
AI
1690
AXS Investments
New York
-$68.6K -1,251 Closed
GWS
1691
Glassman Wealth Services
Virginia
-$66.6K -1,215 Closed
AIMA
1692
Ables Iannone Moore & Associates
Georgia
-$46.6K -850 Closed
RFA
1693
Resurgent Financial Advisors
Georgia
-$45.1K -823 Closed
NFA
1694
Northwest Financial Advisors
Virginia
-$44.6K -814 Closed
TWM
1695
Tradition Wealth Management
Minnesota
-$42K -772 Closed
LAM
1696
Lummis Asset Management
Texas
-$34.7K -633 Closed
DAC
1697
Dividend Assets Capital
South Carolina
-$31K -558 Closed
BWM
1698
BKM Wealth Management
Wisconsin
-$25.1K -457 Closed
FBC
1699
Fairfield, Bush & Co
Connecticut
-$25K -456 Closed
CI
1700
Cordant Inc
Oregon
-$20.8K -380 Closed

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.