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Ollie's Bargain Outlet

379 hedge funds and large institutions have $4.75B invested in Ollie's Bargain Outlet in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 131 increasing their positions, 140 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $44.9M

7% more funds holding

Funds holding: 354379 (+25)

4% less capital invested

Capital invested by funds: $4.95B → $4.75B (-$200M)

6% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 140

1.69% less ownership

Funds ownership: 103.26%101.56% (-1.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
60
Increased
131
Reduced
140
Closed
33
Calls
$52.6M
Puts
$44.9M
Net Calls
+$7.7M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
276
Tower Research Capital (TRC)
New York
$249K -$446K -5,923 -64%
ProShare Advisors
277
ProShare Advisors
Maryland
$246K -$6.93K -92 -3%
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$241K -$8.66K -115 -3%
CICI
279
Capital Investment Counsel Inc
North Carolina
$239K -$75.3K -1,000 -24%
HWMA
280
Heritage Wealth Management (Arizona)
Arizona
$237K +$235K +3,126 New
A
281
AlphaQuest
New York
$236K +$235K +3,115 New
CCIA
282
Campbell & Co Investment Adviser
Maryland
$228K +$227K +3,010 New
LWMG
283
Levy Wealth Management Group
Pennsylvania
$228K
Los Angeles Capital Management
284
Los Angeles Capital Management
California
$221K +$219K +2,911 New
QCM
285
Quantinno Capital Management
New York
$218K -$515K -6,838 -70%
HF
286
HRT Financial
New York
$212K -$3.49M -46,278 -94%
CCM
287
Coldstream Capital Management
Washington
$208K +$207K +2,747 New
CAM
288
Cresset Asset Management
Illinois
$208K -$63.6K -845 -24%
KFGK
289
Keystone Financial Group (Kentucky)
Kentucky
$207K -$20.3K -269 -9%
SCM
290
Shelton Capital Management
Colorado
$202K
DekaBank Deutsche Girozentrale
291
DekaBank Deutsche Girozentrale
Germany
$183K
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$176K +$174K +2,313 New
IA
293
IFP Advisors
Florida
$154K +$141K +1,873 +1,201%
Citigroup
294
Citigroup
New York
$139K -$101K -1,345 -42%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$132K +$26.9K +357 +26%
S
296
SignatureFD
Georgia
$117K -$527 -7 -0.5%
KIG
297
Kessler Investment Group
Indiana
$101K -$21.4K -284 -18%
FMTCOCP
298
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K -$15.1K -200 -13%
CM
299
Caption Management
Oklahoma
$91.1K +$90.4K +1,200 New
FHA
300
First Horizon Advisors
Tennessee
$83.5K +$829 +11 +1%

OLLI Hedge Fund Activity: Q4 2023 in Review

379 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ollie's Bargain Outlet (OLLI) for Q4 2023, worth a combined $4.75B — down 4% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new OLLI positions and 33 closed out — a net gain of 27 holders — while 131 added to existing stakes and 140 trimmed.

The largest buyer was Invesco, adding an estimated $50.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $88M.

  • 379 institutional investors held Ollie's Bargain Outlet (OLLI) as of Q4 2023, up from 354 in Q3 2023.
  • Funds reported $4.75B of Ollie's Bargain Outlet stock for Q4 2023, down 4% quarter-over-quarter.
  • 60 funds opened new Ollie's Bargain Outlet positions in Q4 2023 and 33 closed out, a net change of +27 holders.
  • The largest Ollie's Bargain Outlet buyer in Q4 2023 was Invesco, an estimated $50.1M added.
  • The largest Ollie's Bargain Outlet seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $88M sold.

Based on aggregated 13F filings for Q4 2023.