Institutional investors adjust US stock holdings

In late July, 13‑F filings showed NewEdge Wealth taking a new $2.2 million stake in Restaurant Brands International, while Bank of Nova Scotia sharply cut its Old Dominion Freight Line holding by more than 70 %. A week later, filings revealed Renaissance Technologies expanding its AMERISAFE stake to about $8.7 million and Cetera Investment Advisers modestly increasing its Old Dominion Freight Line position to roughly $6 million. The disclosures illustrate routine quarterly rebalancing by major asset managers across several U.S. publicly traded firms, with Old Dominion Freight Line appearing in both periods as investors both divest and add shares.

The latest 13‑F data, filed on 2 August 2026, show Militia Capital Management adding 37,900 shares of Macro Bank Inc., a stake of about 0.06% valued near $2.9 million. At the same time, Wealth High Governance Asset Management reduced its position in Sportradar Group AG by 90.9%, selling 120,300 shares and ending the quarter with 12,014 shares worth roughly $201,000. These moves continue the pattern of institutional investors fine‑tuning portfolios across diverse sectors while maintaining focus on a core set of recurring companies.