Oil-Dri
91 hedge funds and large institutions have $240M 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.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $219M → $240M (+$20.8M)
3% more funds holding
Funds holding: 88 → 91 (+3)
0.87% more ownership
Funds ownership: 138.23% → 139.11% (+0.87%)
17% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 36
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
Kansas City,
Missouri
|
+$1.53M |
| 5 |
BlackRock
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.31M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.08M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.13M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$1.01M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$928K |
ODC Hedge Fund Activity: Q4 2023 in Review
91 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Oil-Dri (ODC) for Q4 2023, worth a combined $240M — up 9.5% 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 $240M of Oil-Dri stock for Q4 2023, up 9.5% 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.