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Optical Cable Corp

22 hedge funds and large institutions have $2.89M invested in Optical Cable Corp in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

16% more funds holding

Funds holding: 1922 (+3)

0.96% more ownership

Funds ownership: 12.61%13.57% (+0.96%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

3% less capital invested

Capital invested by funds: $2.98M → $2.89M (-$83K)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$833K -$12K -4,496 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$525K +$1.95K +730 +0.4%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$334K -$264 -99 -0.1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$322K -$15.8K -5,901 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$250K -$3.74K -1,400 -1%
LFA
6
Legacy Financial Advisors
Kentucky
$147K +$64.3K +24,051 +79%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$109K +$69.1K +25,859 +177%
RC
8
RBF Capital
California
$87.7K
BCM
9
Bridgeway Capital Management
Texas
$74.5K
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$49K +$48.1K +18,000 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$48.6K +$48.1K +18,000 New
BlackRock
12
BlackRock
New York
$46.4K -$443 -166 -1%
HH
13
Hilltop Holdings
Texas
$41.2K
Morgan Stanley
14
Morgan Stanley
New York
$15.9K +$7.86K +2,940 +100%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$3.3K +$3.32K +1,243 New
Wells Fargo
16
Wells Fargo
California
$2.81K +$5 +2 +0.2%
TRCT
17
Tower Research Capital (TRC)
New York
$2.78K -$6.18K -2,313 -69%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$273
UBS Group
19
UBS Group
Switzerland
$111 +$110 +41 New
Osaic Holdings
20
Osaic Holdings
Arizona
$68
JP Morgan Chase
21
JP Morgan Chase
New York
$24 +$8 +3 +50%
Bank of America
22
Bank of America
North Carolina
$8 +$8 +3 New
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
-$2.09K -700 Closed
GWM
24
Geneos Wealth Management
Colorado
-$526 -176 Closed

OCC Hedge Fund Activity: Q4 2023 in Review

22 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Optical Cable Corp (OCC) for Q4 2023, worth a combined $2.89M — down 2.8% from $2.98M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OCC positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $69.1K. The largest seller was Royal Bank of Canada, cutting an estimated $15.8K.

  • 22 institutional investors held Optical Cable Corp (OCC) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $2.89M of Optical Cable Corp stock for Q4 2023, down 2.8% quarter-over-quarter.
  • 5 funds opened new Optical Cable Corp positions in Q4 2023 and 2 closed out, a net change of +3 holders.
  • The largest Optical Cable Corp buyer in Q4 2023 was Geode Capital Management, an estimated $69.1K added.
  • The largest Optical Cable Corp seller in Q4 2023 was Royal Bank of Canada, an estimated $15.8K sold.

Based on aggregated 13F filings for Q4 2023.