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Dow Inc

1,100 hedge funds and large institutions have $20.1B invested in Dow Inc in 2020 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 330 increasing their positions, 500 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

41% more capital invested

Capital invested by funds: $14.3B → $20.1B (+$5.87B)

26% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 110

2% more funds holding

Funds holding: 1,0831,100 (+17)

1.13% more ownership

Funds ownership: 65.61%66.74% (+1.1%)

6% more call options, than puts

Call options by funds: $341M | Put options by funds: $322M

34% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 500

Holders
1,100
Holders Change
+17
Holders Change %
+1.57%
% of All Funds
22.55%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
139
Increased
330
Reduced
500
Closed
110
Calls
$341M
Puts
$322M
Net Calls
+$19.6M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.5B -$28.2M -769,502 -1%
BlackRock
2
BlackRock
New York
$1.83B -$26.2M -716,664 -2%
Capital World Investors
3
Capital World Investors
California
$1.72B +$469M +12,800,972 +44%
Capital International Investors
4
Capital International Investors
California
$1.55B -$40M -1,093,681 -3%
State Street
5
State Street
Massachusetts
$1.53B +$57.3M +1,565,451 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.21B +$476M +12,994,653 +78%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$448M +$4.14M +113,035 +1%
Northern Trust
8
Northern Trust
Illinois
$365M +$6.5M +177,586 +2%
Invesco
9
Invesco
Georgia
$365M +$26.9M +734,379 +9%
Morgan Stanley
10
Morgan Stanley
New York
$314M -$12.6M -344,796 -4%
Norges Bank
11
Norges Bank
Norway
$303M +$8.63M +235,718 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$279M -$4.67M -127,629 -2%
Pzena Investment Management
13
Pzena Investment Management
New York
$262M +$68M +1,858,556 +41%
PI
14
Putnam Investments
Massachusetts
$235M -$1.36M -37,268 -0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$211M +$3.15M +86,088 +2%
AIG
16
American International Group
New York
$208M -$6.35M -173,518 -3%
Legal & General Group
17
Legal & General Group
United Kingdom
$202M -$7.12M -194,384 -4%
Bank of America
18
Bank of America
North Carolina
$197M -$21.6M -590,734 -11%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$192M
Goldman Sachs
20
Goldman Sachs
New York
$183M +$27.3M +745,991 +20%
N
21
Nuveen
North Carolina
$170M +$233K +6,372 +0.2%
Wells Fargo
22
Wells Fargo
California
$156M -$50M -1,365,042 -26%
UBS Group
23
UBS Group
Switzerland
$154M -$4.19M -114,395 -3%
Charles Schwab
24
Charles Schwab
California
$138M -$3.19M -87,134 -3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$138M -$893K -24,383 -0.7%

DOW Hedge Fund Activity: Q2 2020 in Review

1,100 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q2 2020, worth a combined $20.1B — up 41% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new DOW positions and 110 closed out — a net gain of 29 holders — while 330 added to existing stakes and 500 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $476M. The largest seller was T. Rowe Price Associates, cutting an estimated $153M.

  • 1,100 institutional investors held Dow Inc (DOW) as of Q2 2020, up from 1,083 in Q1 2020.
  • Funds reported $20.1B of Dow Inc stock for Q2 2020, up 41% quarter-over-quarter.
  • 139 funds opened new Dow Inc positions in Q2 2020 and 110 closed out, a net change of +29 holders.
  • The largest Dow Inc buyer in Q2 2020 was Capital Research Global Investors, an estimated $476M added.
  • The largest Dow Inc seller in Q2 2020 was T. Rowe Price Associates, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2020.