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Optical Cable Corp
OCC

18 hedge funds and large institutions have $4.06M invested in Optical Cable Corp in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 12.8% → 12.76% (-0.04%)

5% less funds holding

Funds holding: 19 → 18 (-1)

6% less capital invested

Capital invested by funds: $4.34M → $4.06M (-$279K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75.9K
2
BlackRock
BlackRock
New York
+$71K
3
Morgan Stanley
Morgan Stanley
New York
+$1.05K
4
Wells Fargo
Wells Fargo
California
+$4

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$89.7K
2
CWP
Core Wealth Partners
California
-$43.6K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.5K
4
UBS Group
UBS Group
Switzerland
-$11K
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.21K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$1.3M -$89.7K -21,268 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$784K -$122 -29 -0%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$505K -$11.5K -2,721 -2%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$500K – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$384K -$4.21K -1,000 -1%
RC
6
RBF Capital
California
$131K – – –
BlackRock
7
BlackRock
New York
$127K +$71K +16,840 +116%
BCM
8
Bridgeway Capital Management
Texas
$112K – – –
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$73K +$75.9K +18,000 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$58.8K – – –
HH
11
Hilltop Holdings
Texas
$57.6K – – –
Morgan Stanley
12
Morgan Stanley
New York
$11.9K +$1.05K +250 +9%
TRCT
13
Tower Research Capital (TRC)
New York
$9.29K -$1.55K -368 -14%
Wells Fargo
14
Wells Fargo
California
$4.18K +$4 +1 +0.1%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$2.83K – – –
GWM
16
Geneos Wealth Management
Colorado
$711 – – –
Fidelity Investments
17
Fidelity Investments
Massachusetts
$408 -$658 -156 -61%
Osaic Holdings
18
Osaic Holdings
Arizona
$101 – – –
CWP
19
Core Wealth Partners
California
– -$43.6K -10,114 Closed
UBS Group
20
UBS Group
Switzerland
– -$11K -2,557 Closed

OCC Hedge Fund Activity: Q2 2023 in Review

18 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Optical Cable Corp (OCC) for Q2 2023, worth a combined $4.06M — down 6.4% from $4.34M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OCC and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $75.9K. The largest seller was Dimensional Fund Advisors, cutting an estimated $89.7K.

  • 18 institutional investors held Optical Cable Corp (OCC) as of Q2 2023, down from 19 in Q1 2023.
  • Funds reported $4.06M of Optical Cable Corp stock for Q2 2023, down 6.4% quarter-over-quarter.
  • 1 fund opened new Optical Cable Corp positions in Q2 2023 and 2 closed out, a net change of -1 holder.
  • The largest Optical Cable Corp buyer in Q2 2023 was Mercer Global Advisors, an estimated $75.9K added.
  • The largest Optical Cable Corp seller in Q2 2023 was Dimensional Fund Advisors, an estimated $89.7K sold.

Based on aggregated 13F filings for Q2 2023.