Olin Corp (OLN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Olin Corp (OLN) following the 2026 Q1 hedge fund 13F filings?

As of today, OLN has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OLN gained nan% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Olin Corp (OLN)

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

Smart Money Signals — OLN

Based on 418 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added OLN 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 (97% of max)

97% of all-time peak

418 hedge funds hold OLN 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.

📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q

+66 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

262 buying156 selling

Last quarter: 262 funds were net buyers (108 opened a brand new position + 154 added to an existing one). Only 156 were sellers (89 trimmed + 67 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter

Funds opening a new OLN position: 59 → 74 → 77 → 108. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new

264 out of 418 hedge funds have held OLN 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 +49% but shares only +6% — price-driven

Value

+49%

+5%

Last quarter: the total dollar value of institutional holdings rose +49%, but actual share count only changed +6%. 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

53 → 59 → 74 → 77 → 108 new funds/Q

New funds entering each quarter: 59 → 74 → 77 → 108. A growing number of institutions are discovering OLN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 70% veterans vs 22% newcomers

■ 70% veterans ■ 8% 1-2yr ■ 22% new

Entry-cohort mix of 438 holders: 307 (70%) are 2+ year veterans, 34 entered 1–2 years ago, and 97 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

47 of 412 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	415	377	10.08%
13F Shares	115M	109M	5.92%
Total Value	$3.38B	$2.26B	49.44%
New Positions	106	77	+29
Increased Positions	150	108	+42
Closed Positions	68	62	+6
Reduced Positions	83	129	-46
Total Calls	12	11	9.09%
Total Puts	14	8	75.0%
PUT/CALL Ratio	1.17	0.73	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

415

377

10.08%

13F Shares

115M

109M

5.92%

Total Value

$3.38B

$2.26B

49.44%

New Positions

106

+29

Increased Positions

150

108

+42

Closed Positions

Reduced Positions

129

-46

Total Calls

9.09%

Total Puts

75.0%

PUT/CALL Ratio

1.17

0.73

Neutral

Institutional Holders (2026 Q1)

415 + investors

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

QUARTER:

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

Top 25 OLN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Grizzlyrock Capital, LLC	10.48%	445,094	$13.2M
2	Semper Augustus Investments Group LLC	7.21%	2,029,319	$60.3M
3	Tiptree Advisors, LLC	3.54%	205,000	$6.1M
4	Lloyd Harbor Capital Management, LLC	2.67%	220,000	$6.5M
5	Wolf Hill Capital Management, LP	1.83%	633,516	$18.8M
6	Praxis Capital Management LLC	1.65%	23,735	$706K
7	Yacktman Asset Management LP	1.62%	4,092,211	$121.7M
8	Hotchkis & Wiley Capital Management LLC	1.38%	15,084,224	$448.5M
9	KLCM Advisors, Inc.	1.19%	473,056	$14.1M
10	Thomist Capital Management, LP	1.07%	134,000	$4.0M
11	Walnut Level Capital LLC	1.01%	40,000	$1.2M
12	PDT Partners, LLC	0.89%	507,411	$15.1M
13	Dba Trading, LLC	0.89%	60,000	$1.8M
14	Stanley-Laman Group, Ltd.	0.78%	214,704	$6.4M
15	Appian Way Asset Management LP	0.77%	171,672	$4.3M
16	Miller Financial Services LLC	0.64%	19,688	$585K
17	Old West Investment Management, LLC	0.62%	192,371	$5.7M
18	SummerHaven Investment Management, LLC	0.61%	33,310	$990K
19	Merrion Investment Management Co, LLC	0.58%	36,200	$1.1M
20	Fuller & Thaler Asset Management, INC.	0.50%	5,015,877	$149.1M
21	Readystate Asset Management LP	0.47%	350,842	$10.4M
22	Purewater Capital LLC	0.43%	15,046	$447K
23	Pzena Investment Management LLC	0.43%	4,431,613	$131.8M
24	Monetary Management Group Inc	0.40%	56,100	$1.7M
25	Bridgeway Capital Management, LLC	0.40%	664,843	$19.8M

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 — Olin Corp (OLN)

What does the Smart Money Trend signal show for OLN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added OLN 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 OLN?

More buyers than sellers — 63% buying: Last quarter: 262 funds were net buyers (108 opened a brand new position + 154 added to an existing one). Only 156 were sellers (89 trimmed + 67 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OLN holders?

Strong quality — 33% AUM from major funds: 47 of 412 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OLN?

63% of holders stayed for 2+ years: 264 out of 418 hedge funds have held OLN 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.

Is it too late to buy Olin Corp (OLN) following the 2026 Q1 hedge fund 13F filings?

As of today, OLN has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OLN has gained nan% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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Olin Corp (OLN)

Smart Money Signals — OLN

Buying streak — 4 quarters in a row

At the ownership peak (97% of max)

Steady growth — +19% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+31 vs last Q)

63% of holders stayed for 2+ years

Value +49% but shares only +6% — price-driven

Growing discovery — still being found

Veteran-anchored — 70% veterans vs 22% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — OLN

Hedge Fund Ownership: OLN

Market Analysis: OLN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OLN

Is It Too Late to Buy Olin Corp (OLN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OLN

Statistics: OLN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Olin Corp (OLN)

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