Odey Asset Management Group Ltd Q3 2022 vs. Q4 2022: A Look at the Holdings Comparison

As we move into another quarter, it's always interesting to see how investment funds are changing their holdings. Odey Asset Management Group Ltd is one such fund, and in this article, we'll be exploring their Q3 2022 vs. Q4 2022 13F holdings comparison.

Deutsche Bank A G, Noble Corp New, and TechnipFMC PLC were all 0 in Q3 2022, but by Q4 2022, Odey Asset Management Group Ltd had acquired 8,027,016 shares of Deutsche Bank AG and 2,222,000 shares of Noble Corp New. TechnipFMC PLC also saw an increase, with Odey Asset Management Group Ltd holding 1,779,370 shares by Q4 2022.

Banco Macro SA saw a slight decrease in shares held, going from 1,246,262 in Q3 2022 to 1,195,694 in Q4 2022, but the value increased by 10.4%, going from $17,784,000 to $19,633,000. CF Inds Hldgs Inc, Ryanair Holdings PLC, and Stellantis N.V were all 0 in Q3 2022 but were acquired by Odey Asset Management Group Ltd in Q4 2022.

When it comes to significant changes in holdings, the most notable is Barrick Gold Corp. In Q3 2022, Odey Asset Management Group Ltd held 200,000 shares, but this increased to 997,942 shares in Q4 2022, with the value going from $3,100,000 to $171,440,000, reflecting a 453.1% increase. Cadiz Inc and Autolus Therapeutics PLC were also newly acquired in Q4 2022.

Embotelladora Andina S A, Alibaba Group Hldg Ltd, and MercadoLibre Inc, on the other hand, saw decreases in shares held. Finally, AbbVie Inc had the same number of shares held in both quarters, but the value increased by 20.4%, from $1,678,000 to $2,020,000.

In summary, Odey Asset Management Group Ltd made some significant changes to their holdings between Q3 2022 and Q4 2022, with some notable increases and decreases in shares held and value. It will be interesting to see how these holdings develop in the next quarter.