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62 hedge funds and large institutions have $117M invested in Oil-Dri in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

1.43% less ownership

Funds ownership: 134.04%132.61% (-1.4%)

5% less funds holding

Funds holding: 6562 (-3)

7% less capital invested

Capital invested by funds: $126M → $117M (-$9.2M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$646K
DIS
27
Diversified Investment Strategies
Louisiana
$620K +$3.23K +190 +0.5%
N
28
Nuveen
North Carolina
$601K -$47.5K -2,794 -7%
Charles Schwab
29
Charles Schwab
California
$463K
GC
30
Globeflex Capital
California
$373K
JP Morgan Chase
31
JP Morgan Chase
New York
$294K +$109K +6,436 +56%
Invesco
32
Invesco
Georgia
$246K +$18.1K +1,066 +8%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$244K -$6.59K -388 -3%
FQ
34
First Quadrant
California
$216K +$13.2K +776 +6%
Morgan Stanley
35
Morgan Stanley
New York
$207K +$13.9K +816 +7%
Barclays
36
Barclays
United Kingdom
$207K +$143K +8,394 +197%
AWM
37
Apollon Wealth Management
South Carolina
$203K +$211K +12,400 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$175K -$340 -20 -0.2%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$167K +$173K +10,206 New
UBS Group
40
UBS Group
Switzerland
$145K +$102K +6,014 +215%
Bank of America
41
Bank of America
North Carolina
$134K +$52.3K +3,078 +60%
Deutsche Bank
42
Deutsche Bank
Germany
$104K +$5.47K +322 +5%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$99.6K +$56.5K +3,324 +120%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$92K
AIG
45
American International Group
New York
$91K -$2.79K -164 -3%
Victory Capital Management
46
Victory Capital Management
Texas
$77K +$15.6K +920 +24%
Citigroup
47
Citigroup
New York
$42K +$23.2K +1,364 +114%
Lazard Asset Management
48
Lazard Asset Management
New York
$42K +$44.1K +2,594 New
Marshall Wace
49
Marshall Wace
United Kingdom
$24K +$24.8K +1,460 New
EARNEST Partners
50
EARNEST Partners
Georgia
$20K

ODC Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oil-Dri (ODC) for Q4 2021, worth a combined $117M — down 7.3% from $126M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ODC and 7 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 28 added.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $2.36M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.48M.

  • 62 institutional investors held Oil-Dri (ODC) as of Q4 2021, down from 65 in Q3 2021.
  • Funds reported $117M of Oil-Dri stock for Q4 2021, down 7.3% quarter-over-quarter.
  • 7 funds opened new Oil-Dri positions in Q4 2021 and 10 closed out, a net change of -3 holders.
  • The largest Oil-Dri buyer in Q4 2021 was Heartland Advisors, an estimated $2.36M added.
  • The largest Oil-Dri seller in Q4 2021 was T. Rowe Price Associates, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2021.