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OGI

Organigram Holdings
OGI

79 hedge funds and large institutions have $6.13M invested in Organigram Holdings in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $334K | Put options by funds: $87K

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

8% more funds holding

Funds holding: 73 → 79 (+6)

5% more capital invested

Capital invested by funds: $5.86M → $6.13M (+$271K)

0.44% more ownership

Funds ownership: 5.29% → 5.73% (+0.44%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
14
Reduced
17
Closed
10
Calls
$334K
Puts
$87K
Net Calls
+$247K
Net Calls Change
+$124K

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$171K
2
Simplex Trading
Simplex Trading
Illinois
+$144K
3
AI
AXS Investments
New York
+$123K
4
CCM
Connective Capital Management
California
+$111K
5
Two Sigma Investments
Two Sigma Investments
New York
+$103K

Top Sellers

Rank Fund Capital Flow
1
Vontobel Holding
Vontobel Holding
Switzerland
-$146K
2
OMC
Old Mission Capital
Illinois
-$129K
3
Millennium Management
Millennium Management
New York
-$52.8K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$29.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$18.2K -$1.67K -1,360 -9%
SC
27
Scotia Capital
Ontario, Canada
$18.2K +$1.57K +1,278 +10%
UBS Group
28
UBS Group
Switzerland
$17.8K +$15.5K +12,593 +1,220%
LC
29
Lindbrook Capital
California
$16.4K – – –
Barclays
30
Barclays
United Kingdom
$15K +$1 +1 +0%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$15K -$6.81K -5,536 -33%
HighTower Advisors
32
HighTower Advisors
Illinois
$15K +$2 +2 +0%
LI
33
Louisbourg Investments
New Brunswick, Canada
$7.91K +$6.96K +5,663 New
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.13K -$4.84K -3,937 -42%
GRP
35
Global Retirement Partners
California
$2.66K – – –
TSWM
36
Tyler-Stone Wealth Management
Ohio
$2.62K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$2.08K +$1.46K +1,188 +297%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$2K -$1.48K -1,206 -52%
WIA
39
Wetzel Investment Advisors
Indiana
$2K +$2.23K +1,812 New
SNB
40
Security National Bank
Nebraska
$1.38K +$1.29K +1,050 New
LA
41
LM Advisors
California
$1.31K +$1.23K +1,000 New
TFGT
42
TS Financial Group (TSFG)
Illinois
$1K – – –
S
43
SignatureFD
Georgia
$491 – – –
IGWM
44
ICA Group Wealth Management
Colorado
$491 +$461 +375 New
EWA
45
EverSource Wealth Advisors
Alabama
$441 – – –
ASN
46
Advisory Services Network
Georgia
$407 +$382 +311 New
MSG
47
Main Street Group
Virginia
$393 +$369 +300 New
BWM
48
Baystate Wealth Management
Massachusetts
$351 – – –
IA
49
IFP Advisors
Florida
$339 – – –
BWP
50
Baldwin Wealth Partners
Massachusetts
$328 -$43 -35 -12%
1
2
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OGI Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Organigram Holdings (OGI) for Q4 2023, worth a combined $6.13M — up 4.6% from $5.86M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OGI positions and 10 closed out — a net gain of 7 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Formidable Asset Management, opening a new position worth an estimated $171K. The largest seller was Vontobel Holding, cutting an estimated $146K.

  • 79 institutional investors held Organigram Holdings (OGI) as of Q4 2023, up from 73 in Q3 2023.
  • Funds reported $6.13M of Organigram Holdings stock for Q4 2023, up 4.6% quarter-over-quarter.
  • 17 funds opened new Organigram Holdings positions in Q4 2023 and 10 closed out, a net change of +7 holders.
  • The largest Organigram Holdings buyer in Q4 2023 was Formidable Asset Management, an estimated $171K added.
  • The largest Organigram Holdings seller in Q4 2023 was Vontobel Holding, an estimated $146K sold.

Based on aggregated 13F filings for Q4 2023.