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Old Dominion Freight Line

887 hedge funds and large institutions have $32.4B invested in Old Dominion Freight Line in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 347 increasing their positions, 296 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 66

17% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 296

7% more funds holding

Funds holding: 826887 (+61)

3.26% more ownership

Funds ownership: 143.47%146.73% (+3.3%)

1% more capital invested

Capital invested by funds: $32.1B → $32.4B (+$324M)

7% less call options, than puts

Call options by funds: $210M | Put options by funds: $226M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
887
Holders Change
+61
Holders Change %
+7.38%
% of All Funds
12.93%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
136
Increased
347
Reduced
296
Closed
66
Calls
$210M
Puts
$226M
Net Calls
-$15.9M
Net Calls Change
+$818K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.4B +$42.1M +212,206 +1%
BlackRock
2
BlackRock
New York
$3.57B +$118M +595,522 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.56B +$32.2M +162,244 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.68B -$476M -2,400,172 -22%
State Street
5
State Street
Massachusetts
$1.52B +$15.9M +80,370 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.24B -$178M -895,488 -13%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.01B -$21.3M -107,564 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$899M +$4.47M +22,524 +0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$873M +$21.7M +109,196 +3%
Morgan Stanley
10
Morgan Stanley
New York
$863M +$464M +2,336,724 +122%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$852M +$4.77M +24,032 +0.6%
Invesco
12
Invesco
Georgia
$589M +$22.1M +111,246 +4%
Norges Bank
13
Norges Bank
Norway
$495M +$24.4M +123,138 +5%
Capital World Investors
14
Capital World Investors
California
$493M -$194M -980,314 -29%
Goldman Sachs
15
Goldman Sachs
New York
$454M -$16.3M -82,144 -4%
WCM Investment Management
16
WCM Investment Management
California
$417M +$714K +3,598 +0.2%
Northern Trust
17
Northern Trust
Illinois
$370M -$40.3M -203,026 -10%
LCOV
18
London Company of Virginia
Virginia
$312M +$2.32M +11,710 +0.8%
Legal & General Group
19
Legal & General Group
United Kingdom
$274M +$11.1M +56,002 +4%
Royal London Asset Management
20
Royal London Asset Management
United Kingdom
$246M -$8.74M -44,084 -4%
Barclays
21
Barclays
United Kingdom
$222M +$118M +592,952 +118%
N
22
Nuveen
North Carolina
$220M +$35.6M +179,588 +20%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$216M -$1.03M -5,170 -0.5%
Charles Schwab
24
Charles Schwab
California
$213M +$5.07M +25,580 +2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$196M -$13.4M -67,586 -7%

ODFL Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Old Dominion Freight Line (ODFL) for Q4 2023, worth a combined $32.4B — up 1% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new ODFL positions and 66 closed out — a net gain of 70 holders — while 347 added to existing stakes and 296 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $464M. The largest seller was Capital Research Global Investors, cutting an estimated $476M.

  • 887 institutional investors held Old Dominion Freight Line (ODFL) as of Q4 2023, up from 826 in Q3 2023.
  • Funds reported $32.4B of Old Dominion Freight Line stock for Q4 2023, up 1% quarter-over-quarter.
  • 136 funds opened new Old Dominion Freight Line positions in Q4 2023 and 66 closed out, a net change of +70 holders.
  • The largest Old Dominion Freight Line buyer in Q4 2023 was Morgan Stanley, an estimated $464M added.
  • The largest Old Dominion Freight Line seller in Q4 2023 was Capital Research Global Investors, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2023.