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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
HFS
201
Hantz Financial Services
Michigan
$9.09M +$102K +1,907 +1%
BIA
202
Barry Investment Advisors
Massachusetts
$9.03M -$91.2K -1,699 -1%
MIM
203
MetLife Investment Management
New Jersey
$8.97M -$298K -5,542 -3%
HAI
204
Hennessy Advisors Inc
California
$8.9M -$303K -5,650 -3%
DnB Asset Management
205
DnB Asset Management
Norway
$8.89M -$40.5K -755 -0.4%
SW
206
SteelPeak Wealth
California
$8.84M -$5.1M -95,085 -36%
AIS
207
American Investment Services
Massachusetts
$8.82M -$546K -10,168 -6%
Mariner
208
Mariner
Kansas
$8.78M +$38.9K +724 +0.4%
Capital International Investors
209
Capital International Investors
California
$8.77M -$234K -4,355 -2%
MWM
210
Meridian Wealth Management
Kentucky
$8.73M +$4.92M +91,566 +119%
SCA
211
STALEY CAPITAL ADVISERS
Pennsylvania
$8.66M -$1.14M -21,146 -11%
Creative Planning
212
Creative Planning
Kansas
$8.49M +$1.27M +23,598 +17%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$8.43M -$357K -6,658 -4%
GFG
214
Greystone Financial Group
Michigan
$8.33M +$1.08M +20,205 +14%
DADC
215
D.A. Davidson & Co
Montana
$8.24M +$14.3K +266 +0.2%
PGFC
216
Peapack-Gladstone Financial Corp
New Jersey
$8.23M -$12.6K -235 -0.1%
Retirement Systems of Alabama
217
Retirement Systems of Alabama
Alabama
$8.2M -$95.8K -1,784 -1%
SIS
218
Sound Income Strategies
Florida
$8.17M +$634K +11,802 +8%
Ensign Peak Advisors
219
Ensign Peak Advisors
Utah
$8.14M -$30.1M -561,020 -78%
BPA
220
Beacon Pointe Advisors
California
$8.02M +$4.96M +92,332 +146%
CIM
221
Cambria Investment Management
California
$7.7M +$626K +11,655 +8%
1IA
222
1834 Investment Advisors
Wisconsin
$7.64M -$68.2K -1,271 -0.9%
BB
223
Bell Bank
North Dakota
$7.58M -$37.8K -705 -0.5%
NYLIM
224
New York Life Investment Management
New York
$7.5M -$306K -5,691 -4%
TPSF
225
Texas Permanent School Fund
Texas
$7.49M -$163K -3,045 -2%

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.