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Optical Cable Corp
OCC

18 hedge funds and large institutions have $3.15M invested in Optical Cable Corp in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $2.89M → $3.15M (+$262K)

0.63% more ownership

Funds ownership: 13.57% → 14.21% (+0.63%)

18% less funds holding

Funds holding: 22 → 18 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFA
Legacy Financial Advisors
Kentucky
+$74.5K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$72K
3
TRCT
Tower Research Capital (TRC)
New York
+$4.46K
4
JP Morgan Chase
JP Morgan Chase
New York
+$8
5
Wells Fargo
Wells Fargo
California
+$3

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.5K
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.35K
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$3.3K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.21K
5
BlackRock
BlackRock
New York
-$1.74K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$873K – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$623K +$72K +25,593 +13%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$350K – – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$333K -$3.21K -1,141 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$256K -$5.35K -1,900 -2%
LFA
6
Legacy Financial Advisors
Kentucky
$229K +$74.5K +26,481 +49%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$114K – – –
RC
8
RBF Capital
California
$92K – – –
BCM
9
Bridgeway Capital Management
Texas
$78.1K – – –
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$51K – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$50.9K – – –
BlackRock
12
BlackRock
New York
$46.9K -$1.74K -617 -4%
HH
13
Hilltop Holdings
Texas
$43.2K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$7.39K +$4.46K +1,584 +154%
Morgan Stanley
15
Morgan Stanley
New York
$4.08K -$12.5K -4,440 -76%
Wells Fargo
16
Wells Fargo
California
$2.94K +$3 +1 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$71 – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$34 +$8 +3 +33%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
– -$3.3K -1,243 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
– -$273 -101 Closed
UBS Group
21
UBS Group
Switzerland
– -$111 -41 Closed
Bank of America
22
Bank of America
North Carolina
– -$8 -3 Closed

OCC Hedge Fund Activity: Q1 2024 in Review

18 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Optical Cable Corp (OCC) for Q1 2024, worth a combined $3.15M — up 9.1% from $2.89M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OCC and 0 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Legacy Financial Advisors, adding an estimated $74.5K. The largest seller was Morgan Stanley, cutting an estimated $12.5K.

  • 18 institutional investors held Optical Cable Corp (OCC) as of Q1 2024, down from 22 in Q4 2023.
  • Funds reported $3.15M of Optical Cable Corp stock for Q1 2024, up 9.1% quarter-over-quarter.
  • 0 funds opened new Optical Cable Corp positions in Q1 2024 and 4 closed out, a net change of -4 holders.
  • The largest Optical Cable Corp buyer in Q1 2024 was Legacy Financial Advisors, an estimated $74.5K added.
  • The largest Optical Cable Corp seller in Q1 2024 was Morgan Stanley, an estimated $12.5K sold.

Based on aggregated 13F filings for Q1 2024.