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62 hedge funds and large institutions have $133M invested in Oil-Dri in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

42% more capital invested

Capital invested by funds: $93.5M → $133M (+$39.1M)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

19% more funds holding

Funds holding: 5262 (+10)

0.76% more ownership

Funds ownership: 123.77%124.53% (+0.76%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$871K +$774K +41,866 New
TA
27
Teton Advisors
New York
$857K -$56.2K -3,040 -7%
Northern Trust
28
Northern Trust
Illinois
$819K -$26K -1,408 -3%
DIS
29
Diversified Investment Strategies
Louisiana
$807K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$800K +$22.3K +1,208 +3%
BCM
31
Bridgeway Capital Management
Texas
$799K -$1.06M -57,600 -60%
AA
32
Ancora Advisors
Ohio
$755K +$671K +36,280 New
Morgan Stanley
33
Morgan Stanley
New York
$655K +$276K +14,932 +90%
Citadel Advisors
34
Citadel Advisors
Florida
$566K +$503K +27,198 New
Marshall Wace
35
Marshall Wace
United Kingdom
$550K +$489K +26,424 New
HF
36
HRT Financial
New York
$544K +$484K +26,168 New
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$419K +$81.8K +4,426 +28%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$373K +$331K +17,910 New
JP Morgan Chase
39
JP Morgan Chase
New York
$369K +$327K +17,686 +31,582%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$347K +$54.4K +2,944 +21%
NA
41
NewEdge Advisors
Louisiana
$340K +$302K +16,360 New
Citigroup
42
Citigroup
New York
$339K +$11.7K +632 +4%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$270K +$240K +12,998 New
AWM
44
Apollon Wealth Management
South Carolina
$258K
B
45
Bailard
California
$234K +$208K +11,248 New
Man Group
46
Man Group
United Kingdom
$218K
FA
47
Fiducient Advisors
Illinois
$208K +$185K +10,000 New
Bank of America
48
Bank of America
North Carolina
$106K +$85.3K +4,612 +945%
Victory Capital Management
49
Victory Capital Management
Texas
$101K
UBS Group
50
UBS Group
Switzerland
$99.1K +$6.95K +376 +9%

ODC Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oil-Dri (ODC) for Q1 2023, worth a combined $133M — up 42% from $93.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ODC positions and 2 closed out — a net gain of 10 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.88M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.47M.

  • 62 institutional investors held Oil-Dri (ODC) as of Q1 2023, up from 52 in Q4 2022.
  • Funds reported $133M of Oil-Dri stock for Q1 2023, up 42% quarter-over-quarter.
  • 12 funds opened new Oil-Dri positions in Q1 2023 and 2 closed out, a net change of +10 holders.
  • The largest Oil-Dri buyer in Q1 2023 was Millennium Management, an estimated $1.88M added.
  • The largest Oil-Dri seller in Q1 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2023.