Oil Dri Corp Amer (ODC) Hedge Fund Ownership (Q2 2026)

Oil Dri Corp Amer (ODC)

159 + Investors. Track Smart Money conviction in ODC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ODC

Based on 160 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added ODC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

160 hedge funds hold ODC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q

+37 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 64% buying

93 buying53 selling

Last quarter: 93 funds were net buyers (32 opened a brand new position + 61 added to an existing one). Only 53 were sellers (42 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new ODC position: 35 → 14 → 24 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 27% medium ■ 23% new

80 out of 160 hedge funds have held ODC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +58% but shares only +15% — price-driven

Value

+57%

+14%

Last quarter: the total dollar value of institutional holdings rose +58%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

22 → 35 → 14 → 24 → 32 new funds/Q

New funds entering each quarter: 35 → 14 → 24 → 32. A growing number of institutions are discovering ODC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 52% veterans vs 36% newcomers

■ 52% veterans ■ 12% 1-2yr ■ 36% new

Entry-cohort mix of 160 holders: 84 (52%) are 2+ year veterans, 19 entered 1–2 years ago, and 57 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

44 of 160 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ODC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	159	139	14.39%
13F Shares	8M	8M	1.91%
Total Value	$783M	$503M	55.86%
New Positions	32	24	+8
Increased Positions	60	40	+20
Closed Positions	12	19	-7
Reduced Positions	42	46	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

159

139

14.39%

13F Shares

1.91%

Total Value

$783M

$503M

55.86%

New Positions

Increased Positions

+20

Closed Positions

-7

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

159 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ODC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ODC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AltraVue Capital, LLC	2.35%	318,770	$32.6M
2	Bard Associates Inc	2.24%	98,537	$10.1M
3	Diversified Investment Strategies, LLC	2.23%	33,790	$3.5M
4	Needham Investment Management LLC	2.11%	686,000	$70.1M
5	Barnett & Company, Inc.	1.96%	25,950	$2.7M
6	Cardinal Capital Management	1.08%	87,391	$8.9M
7	Gamco Investors, INC. Et Al	0.71%	778,050	$79.5M
8	Legato Capital Management LLC	0.62%	73,459	$7.5M
9	Teton Advisors, LLC	0.60%	10,200	$1.0M
10	North Star Investment Management Corp.	0.24%	43,400	$4.4M
11	PDT Partners, LLC	0.18%	32,805	$3.4M
12	Virtus Advisers, LLC	0.11%	2,878	$294K
13	Gabelli Funds LLC	0.11%	161,400	$16.5M
14	Arkfeld Wealth Strategies, L.L.C.	0.10%	3,387	$338K
15	Sterling Investment Counsel, LLC	0.09%	3,854	$394K
16	Sheets Smith Wealth Management	0.09%	8,911	$911K
17	Diamond Hill Capital Management, LLC (Investment Advisor)	0.09%	110,231	$11.3M
18	Cm Wealth Advisors LLC	0.08%	4,313	$441K
19	Net Worth Advisory Group	0.07%	2,792	$285K
20	Renaissance Technologies LLC	0.06%	407,692	$41.7M
21	Quantbot Technologies LP	0.04%	10,910	$1.1M
22	State of Wyoming	0.04%	3,629	$371K
23	Royce & Associates LP	0.03%	40,532	$4.1M
24	Numerai GP LLC	0.03%	3,319	$339K
25	Martingale Asset Management L P	0.03%	11,110	$1.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Oil Dri Corp Amer (ODC)

What does the Smart Money Trend signal show for ODC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ODC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ODC?

More buyers than sellers — 64% buying: Last quarter: 93 funds were net buyers (32 opened a brand new position + 61 added to an existing one). Only 53 were sellers (42 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ODC holders?

Elite ownership — 44% AUM from top-100 funds: 44 of 160 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ODC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ODC?

50% of holders stayed for 2+ years: 80 out of 160 hedge funds have held ODC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Oil Dri Corp Amer (ODC)

Smart Money Signals — ODC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 64% buying

More new buyers each quarter (+8 vs last Q)

50% of holders stayed for 2+ years

Value +58% but shares only +15% — price-driven

Growing discovery — still being found

Veteran-anchored — 52% veterans vs 36% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — ODC

Hedge Fund Ownership: ODC

Market Analysis: ODC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ODC

Hedge Fund Positioning: ODC

Statistics: ODC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Oil Dri Corp Amer (ODC)

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