Oil-Dri
140 hedge funds and large institutions have $507M invested in Oil-Dri in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 17 closing their positions.
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
44% more capital invested
Capital invested by funds: $353M → $507M (+$154M)
4.65% more ownership
Funds ownership: 69.77% → 74.42% (+4.7%)
4% more funds holding
Funds holding: 135 → 140 (+5)
11% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$20.3M |
| 2 |
SLAM
Swiss Life Asset Management
Zurich,
|
+$5.33M |
| 3 |
LCM
Legato Capital Management
San Francisco,
California
|
+$4.29M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$3.88M |
| 5 |
NIM
Needham Investment Management
New York
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.46M |
| 2 |
Squarepoint
New York
|
-$2.11M |
| 3 |
Renaissance Technologies
New York
|
-$1.84M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.82M |
| 5 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
-$1.05M |
ODC Hedge Fund Activity: Q1 2026 in Review
140 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Oil-Dri (ODC) for Q1 2026, worth a combined $507M — up 44% from $353M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new ODC positions and 17 closed out — a net gain of 9 holders — while 41 added to existing stakes and 46 trimmed.
The largest buyer was AltraVue Capital, opening a new position worth an estimated $20.3M. The largest seller was Dimensional Fund Advisors, cutting an estimated $3.46M.
- 140 institutional investors held Oil-Dri (ODC) as of Q1 2026, up from 135 in Q4 2025.
- Funds reported $507M of Oil-Dri stock for Q1 2026, up 44% quarter-over-quarter.
- 26 funds opened new Oil-Dri positions in Q1 2026 and 17 closed out, a net change of +9 holders.
- The largest Oil-Dri buyer in Q1 2026 was AltraVue Capital, an estimated $20.3M added.
- The largest Oil-Dri seller in Q1 2026 was Dimensional Fund Advisors, an estimated $3.46M sold.
Based on aggregated 13F filings for Q1 2026.