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Old Dominion Freight Line

790 hedge funds and large institutions have $27.3B invested in Old Dominion Freight Line in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 307 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 53

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $23.1B → $27.3B (+$4.16B)

4% more funds holding

Funds holding: 762790 (+28)

10% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 307

1.25% less ownership

Funds ownership: 148.45%147.2% (-1.3%)

37% less call options, than puts

Call options by funds: $195M | Put options by funds: $310M

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
12.59%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
97
Increased
277
Reduced
307
Closed
53
Calls
$195M
Puts
$310M
Net Calls
-$116M
Net Calls Change
-$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Eagle Asset Management
Florida
$147M -$19.9M -118,586 -12%
UBS AM
27
UBS AM
Illinois
$141M -$8.76M -52,332 -6%
Bank of America
28
Bank of America
North Carolina
$136M +$44.5M +265,816 +50%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$129M +$11.1M +66,348 +2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$127M -$4.52M -27,000 -3%
DDC
31
DF Dent & Co
Maryland
$110M -$2.17M -12,978 -2%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$108M +$22.9M +136,828 +28%
Amundi
33
Amundi
France
$101M +$16.7M +99,922 +19%
CCM
34
Canal Capital Management
Virginia
$99.8M +$3.62M +21,624 +4%
Citadel Advisors
35
Citadel Advisors
Florida
$99.8M +$84M +501,802 +599%
Victory Capital Management
36
Victory Capital Management
Texas
$97.7M +$14.2M +84,948 +17%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$95.4M -$21.9M -130,700 -19%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$94M -$2.43M -14,510 -3%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$90.5M -$219K -1,308 -0.2%
TAMH
40
Taikang Asset Management (HK)
Hong Kong
$90.4M
AQR Capital Management
41
AQR Capital Management
Connecticut
$86.9M -$9.65M -57,642 -10%
AOWM
42
Alpha Omega Wealth Management
Virginia
$86M -$1.97M -11,750 -2%
Franklin Resources
43
Franklin Resources
California
$81.9M -$24.2M -144,670 -23%
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$81.6M +$1.2M +7,164 +2%
PRO
45
Pensioenfonds Rail & OV
Netherlands
$80.5M
QCMNJ
46
Quantum Capital Management (New Jersey)
New Jersey
$80.5M -$15.7M -93,752 -17%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$78.3M -$66.6M -397,820 -46%
Deutsche Bank
48
Deutsche Bank
Germany
$75.2M -$2.63M -15,698 -3%
CAM
49
Congress Asset Management
Massachusetts
$74.7M +$5.34M +31,878 +8%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$70M +$3.33M +19,880 +5%

ODFL Hedge Fund Activity: Q1 2023 in Review

790 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Old Dominion Freight Line (ODFL) for Q1 2023, worth a combined $27.3B — up 18% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ODFL positions and 53 closed out — a net gain of 44 holders — while 277 added to existing stakes and 307 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $142M. The largest seller was T. Rowe Price Associates, cutting an estimated $312M.

  • 790 institutional investors held Old Dominion Freight Line (ODFL) as of Q1 2023, up from 762 in Q4 2022.
  • Funds reported $27.3B of Old Dominion Freight Line stock for Q1 2023, up 18% quarter-over-quarter.
  • 97 funds opened new Old Dominion Freight Line positions in Q1 2023 and 53 closed out, a net change of +44 holders.
  • The largest Old Dominion Freight Line buyer in Q1 2023 was Bank of New York Mellon, an estimated $142M added.
  • The largest Old Dominion Freight Line seller in Q1 2023 was T. Rowe Price Associates, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2023.