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Ollie's Bargain Outlet

294 hedge funds and large institutions have $4.05B invested in Ollie's Bargain Outlet in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 27

19% more capital invested

Capital invested by funds: $3.41B → $4.05B (+$634M)

11% more funds holding

Funds holding: 264294 (+30)

2.29% less ownership

Funds ownership: 91.78%89.49% (-2.3%)

10% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 107

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

46% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $44.3M

Holders
294
Holders Change
+30
Holders Change %
+11.36%
% of All Funds
6.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
58
Increased
96
Reduced
107
Closed
27
Calls
$23.7M
Puts
$44.3M
Net Calls
-$20.6M
Net Calls Change
+$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$396M -$48.8M -722,029 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M -$2.24M -33,202 -0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M -$80.3M -1,188,948 -25%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$249M +$71.6M +1,060,057 +45%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$190M +$53.8M +796,677 +44%
WA
6
Wasatch Advisors
Utah
$187M -$24.5M -362,571 -12%
AllianceBernstein
7
AllianceBernstein
Tennessee
$123M -$18.5M -274,148 -14%
State Street
8
State Street
Massachusetts
$119M +$23M +340,575 +26%
EAM
9
Eagle Asset Management
Florida
$84.3M -$39M -576,901 -33%
O
10
OppenheimerFunds
New York
$75M +$21M +310,828 +43%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$68.6M -$5.79M -85,785 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$64.3M +$4.35M +64,437 +8%
JP Morgan Chase
13
JP Morgan Chase
New York
$63.8M +$15M +221,588 +34%
SIMG
14
Stephens Investment Management Group
Texas
$62.3M -$919K -13,600 -2%
FAM
15
Fred Alger Management
New York
$60.8M +$7.76M +114,899 +16%
BAMCO Inc
16
BAMCO Inc
New York
$60.6M +$20.3M +299,921 +56%
Capital World Investors
17
Capital World Investors
California
$59.1M -$6.75M -100,000 -11%
CTA
18
Carillon Tower Advisers
Florida
$56.7M -$21.1M -312,727 -29%
Northern Trust
19
Northern Trust
Illinois
$54.7M +$11.4M +169,298 +29%
Artisan Partners
20
Artisan Partners
Wisconsin
$54.4M -$6.06M -89,680 -11%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$51.6M -$981K -14,526 -2%
Wells Fargo
22
Wells Fargo
California
$51.4M -$7.88M -116,623 -14%
MWNA
23
Marshall Wace North America
New York
$51.3M -$261K -3,866 -0.5%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$49.9M -$5.26M -77,862 -10%
Ameriprise
25
Ameriprise
Minnesota
$47.5M -$10.3M -153,125 -19%

OLLI Hedge Fund Activity: Q2 2018 in Review

294 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ollie's Bargain Outlet (OLLI) for Q2 2018, worth a combined $4.05B — up 19% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OLLI positions and 27 closed out — a net gain of 31 holders — while 96 added to existing stakes and 107 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $71.6M. The largest seller was Fidelity Investments, cutting an estimated $80.3M.

  • 294 institutional investors held Ollie's Bargain Outlet (OLLI) as of Q2 2018, up from 264 in Q1 2018.
  • Funds reported $4.05B of Ollie's Bargain Outlet stock for Q2 2018, up 19% quarter-over-quarter.
  • 58 funds opened new Ollie's Bargain Outlet positions in Q2 2018 and 27 closed out, a net change of +31 holders.
  • The largest Ollie's Bargain Outlet buyer in Q2 2018 was Kayne Anderson Rudnick Investment Management, an estimated $71.6M added.
  • The largest Ollie's Bargain Outlet seller in Q2 2018 was Fidelity Investments, an estimated $80.3M sold.

Based on aggregated 13F filings for Q2 2018.