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Institutional investors adjust US stock holdings

Updated 1 time since CLSTR started tracking revisions of this situation.

What changed

2026-08-03 09:14 UTC → 2026-08-03 10:35 UTC · added removed

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 %. The report also listed other investors reshuffling positions in both companies. 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 ongoing, routine adjustments quarterly rebalancing by institutional investors 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. Overall, the snapshots reflect The latest 13‑F data, filed on 2 August 2026, show Militia Capital Management adding 37,900 shares of Macro Bank Inc., a pattern stake of quarterly portfolio rebalancing 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 major asset managers, 90.9%, selling 120,300 shares and ending the quarter with varying directions—some reductions, some new purchases—across different 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 few core set of recurring companies.

Versions

  1. 2026-08-03 10:35 UTC Institutional investors adjust US stock holdings
  2. 2026-08-03 09:14 UTC Institutional investors adjust US stock holdings

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