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1,300 hedge funds and large institutions have $28.1B invested in Dow Inc in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 399 increasing their positions, 543 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 87

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

86% more call options, than puts

Call options by funds: $387M | Put options by funds: $208M

17% more capital invested

Capital invested by funds: $24B → $28.1B (+$4.17B)

8% more funds holding

Funds holding: 1,2031,300 (+97)

1.65% more ownership

Funds ownership: 67.74%69.39% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 543

Holders
1,300
Holders Change
+97
Holders Change %
+8.06%
% of All Funds
25.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
205
Increased
399
Reduced
543
Closed
87
Calls
$387M
Puts
$208M
Net Calls
+$179M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Advisors Capital Management
New Jersey
$12.9M +$12.2M +236,070 New
MSE
152
MUFG Securities EMEA
United Kingdom
$12.9M +$3.13M +60,500 +35%
BGIM
153
Brandywine Global Investment Management
Pennsylvania
$12.8M -$7.44M -143,921 -38%
FTIOP
154
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.6M +$2.15M +41,613 +22%
CTI
155
Community Trust & Investment
Kentucky
$12.5M -$402K -7,784 -3%
ACI
156
AMP Capital Investors
Australia
$12.3M -$3.88M -75,076 -25%
JMPWA
157
JP Morgan Private Wealth Advisors
California
$12.3M +$402K +7,789 +4%
SAM
158
Sandbar Asset Management
United Kingdom
$11.8M +$6.61M +127,968 +145%
FMI
159
Factory Mutual Insurance
Massachusetts
$11.7M +$52 +1 +0%
FAF
160
Fjarde Ap-fonden
Sweden
$11.3M -$992K -19,200 -8%
BI
161
Bredin Investment
Delaware
$11.2M
AIS
162
American Investment Services
Massachusetts
$11M +$3.25M +62,904 +45%
OAM
163
Oppenheimer Asset Management
New York
$11M +$926K +17,922 +10%
GI
164
Gradient Investments
Minnesota
$10.8M -$817K -15,806 -7%
MNG
165
Manning & Napier Group
New York
$10.8M -$1.27M -24,596 -11%
Wolverine Trading
166
Wolverine Trading
Illinois
$10.8M +$9.83M +190,205 +2,200%
Caisse de Depot et Placement du Quebec (CDPQ)
167
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.8M -$2.95M -57,164 -22%
MIM
168
MetLife Investment Management
New Jersey
$10.8M -$273K -5,277 -3%
Macquarie Group
169
Macquarie Group
Australia
$10.8M +$4.77M +92,239 +88%
MSL
170
Mackay Shields LLC
New York
$10.7M -$1.62M -31,263 -14%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$10.7M +$10.1M +195,104 New
FCI
172
Financial Counselors Inc
Kansas
$10.6M -$1.02M -19,746 -9%
UCFA
173
United Capital Financial Advisors
Texas
$10.6M +$1.59M +30,765 +19%
RIL
174
Rothschild Investment LLC
Illinois
$10.5M -$43K -833 -0.4%
Nomura Asset Management
175
Nomura Asset Management
Japan
$10.4M -$1.67M -32,418 -15%

DOW Hedge Fund Activity: Q4 2019 in Review

1,300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2019, worth a combined $28.1B — up 17% from $24B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new DOW positions and 87 closed out — a net gain of 118 holders — while 399 added to existing stakes and 543 trimmed.

The largest buyer was Nuveen, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $261M.

  • 1,300 institutional investors held Dow Inc (DOW) as of Q4 2019, up from 1,203 in Q3 2019.
  • Funds reported $28.1B of Dow Inc stock for Q4 2019, up 17% quarter-over-quarter.
  • 205 funds opened new Dow Inc positions in Q4 2019 and 87 closed out, a net change of +118 holders.
  • The largest Dow Inc buyer in Q4 2019 was Nuveen, an estimated $215M added.
  • The largest Dow Inc seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2019.