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81 hedge funds and large institutions have $206M invested in Oil-Dri in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

55% more capital invested

Capital invested by funds: $133M → $206M (+$73.1M)

31% more funds holding

Funds holding: 6281 (+19)

12.2% more ownership

Funds ownership: 124.53%136.73% (+12%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

Holders
81
Holders Change
+19
Holders Change %
+30.65%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
24
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$1.74M +$1.31M +59,000 New
EI
27
EAM Investors
California
$1.66M +$1.24M +56,142 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.38M +$184K +8,308 +22%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.17M -$46.1K -2,084 -5%
DIS
30
Diversified Investment Strategies
Louisiana
$1.13M -$13.3K -600 -2%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$1.04M +$764K +34,540 +3,386%
N
32
Nuveen
North Carolina
$978K +$734K +33,170 New
American Century Companies
33
American Century Companies
Missouri
$950K +$713K +32,216 New
TA
34
Teton Advisors
New York
$903K -$235K -10,600 -26%
Charles Schwab
35
Charles Schwab
California
$778K +$584K +26,370 New
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$697K +$77.5K +3,500 +17%
Morgan Stanley
37
Morgan Stanley
New York
$650K -$209K -9,438 -30%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$613K +$460K +20,800 New
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$545K +$39.9K +1,804 +11%
NA
40
NewEdge Advisors
Louisiana
$478K -$3.36K -152 -0.9%
Bank of America
41
Bank of America
North Carolina
$468K +$238K +10,764 +211%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$386K +$2.08K +94 +0.7%
DA
43
Denali Advisors
California
$372K +$195K +8,800 +232%
RWM
44
Ritholtz Wealth Management
New York
$367K +$276K +12,456 New
AWM
45
Apollon Wealth Management
South Carolina
$366K
Russell Investments Group
46
Russell Investments Group
United Kingdom
$350K -$1.96M -88,536 -88%
B
47
Bailard
California
$320K -$8.85K -400 -4%
Squarepoint
48
Squarepoint
New York
$309K +$232K +10,484 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$305K +$229K +10,350 New
FA
50
Fiducient Advisors
Illinois
$295K

ODC Hedge Fund Activity: Q2 2023 in Review

81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oil-Dri (ODC) for Q2 2023, worth a combined $206M — up 55% from $133M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ODC positions and 8 closed out — a net gain of 19 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $12M. The largest seller was Ameriprise, cutting an estimated $4.02M.

  • 81 institutional investors held Oil-Dri (ODC) as of Q2 2023, up from 62 in Q1 2023.
  • Funds reported $206M of Oil-Dri stock for Q2 2023, up 55% quarter-over-quarter.
  • 27 funds opened new Oil-Dri positions in Q2 2023 and 8 closed out, a net change of +19 holders.
  • The largest Oil-Dri buyer in Q2 2023 was BlackRock, an estimated $12M added.
  • The largest Oil-Dri seller in Q2 2023 was Ameriprise, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2023.