We are live on ! Find out more
ODC icon

Oil-Dri
ODC

91 hedge funds and large institutions have $241M invested in Oil-Dri in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $219M → $241M (+$22M)

3% more funds holding

Funds holding: 88 → 91 (+3)

1.57% more ownership

Funds ownership: 138.23% → 139.8% (+1.6%)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIM
Needham Investment Management
New York
+$3.2M
2
RA
Royce & Associates
New York
+$2.65M
3
GAM
Gotham Asset Management
New York
+$1.57M
4
American Century Companies
American Century Companies
Missouri
+$1.53M
5
Morgan Stanley
Morgan Stanley
New York
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.31M
2
HA
Heartland Advisors
Wisconsin
-$2.08M
3
EI
EAM Investors
California
-$1.13M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$1.01M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$928K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.36M +$26.6K +876 +2%
DIS
27
Diversified Investment Strategies
Louisiana
$1.28M – – –
KCM
28
Kennedy Capital Management
Missouri
$1.23M -$19.2K -632 -2%
GAM
29
Gotham Asset Management
New York
$1.21M +$1.57M +51,836 New
Marshall Wace
30
Marshall Wace
United Kingdom
$1.18M +$41.4K +1,364 +4%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$1.15M +$208K +6,840 +25%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$1.11M -$928K -30,560 -48%
First Trust Advisors
33
First Trust Advisors
Illinois
$942K +$21.1K +694 +3%
MMA
34
Miracle Mile Advisors
California
$939K +$850K +28,000 New
TA
35
Teton Advisors
New York
$906K -$91.1K -3,000 -10%
Charles Schwab
36
Charles Schwab
California
$883K -$27.7K -912 -3%
Invesco
37
Invesco
Georgia
$791K -$2.31M -76,236 -76%
Millennium Management
38
Millennium Management
New York
$696K -$217K -7,146 -26%
Barclays
39
Barclays
United Kingdom
$686K +$320K +10,554 +106%
Bank of America
40
Bank of America
North Carolina
$662K +$71.9K +2,370 +14%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$646K -$177K -5,830 -23%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$604K -$42.5K -1,400 -7%
NA
43
NewEdge Advisors
Louisiana
$551K -$1.03K -34 -0.2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$522K +$54.3K +1,790 +13%
Citadel Advisors
45
Citadel Advisors
Florida
$494K +$447K +14,714 New
Two Sigma Investments
46
Two Sigma Investments
New York
$492K +$54.6K +1,798 +14%
EA
47
Ellsworth Advisors
Ohio
$439K +$9.71K +320 +3%
JP Morgan Chase
48
JP Morgan Chase
New York
$419K +$159K +5,254 +72%
AWM
49
Apollon Wealth Management
South Carolina
$414K – – –
UBS Group
50
UBS Group
Switzerland
$401K +$134K +4,428 +59%
1
2
3 4

ODC Hedge Fund Activity: Q4 2023 in Review

91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oil-Dri (ODC) for Q4 2023, worth a combined $241M — up 10% from $219M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ODC positions and 9 closed out — a net gain of 3 holders — while 30 added to existing stakes and 36 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $3.2M. The largest seller was Invesco, cutting an estimated $2.31M.

  • 91 institutional investors held Oil-Dri (ODC) as of Q4 2023, up from 88 in Q3 2023.
  • Funds reported $241M of Oil-Dri stock for Q4 2023, up 10% quarter-over-quarter.
  • 12 funds opened new Oil-Dri positions in Q4 2023 and 9 closed out, a net change of +3 holders.
  • The largest Oil-Dri buyer in Q4 2023 was Needham Investment Management, an estimated $3.2M added.
  • The largest Oil-Dri seller in Q4 2023 was Invesco, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2023.