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StocksUpdated•Originally published 12 April 2026•Updated 14 April 2026•

1 min read

Broad Institutional Shifts: Running Oak Capital and OFI Invest Rebalance Portfolios

Key Facts

1OFI Invest Asset Management reduced its stake in Jacobs Solutions by 91.1% during the fourth quarter.

2The firm increased its investment in AT&T by 84.2%, bringing total institutional ownership to 57.10%.

3OFI Invest trimmed its Walmart holdings by 24.3%, despite continued positive analyst ratings.

about 2 months ago

Version History

Version 1about 2 months ago

What changed: The story was updated to include broad rebalancing activity by Running Oak Capital LLC, including stake reductions in Jacobs Solutions, General Dynamics, STERIS, and Roper Technologies.

The fourth quarter witnessed intensive institutional rebalancing as Running Oak Capital LLC joined OFI Invest in trimming positions across multiple vital sectors. Running Oak reduced its stake in Jacobs Solutions by 10.2%, aligning with significant cuts previously made by OFI Invest. The firm also decreased its holdings in General Dynamics by 11.2%, while insiders, including CEO Phebe Novakovic, sold 51,260 shares over the last three months. Further adjustments included a 10.1% reduction in STERIS plc and a 22.3% cut in Roper Technologies, despite recent insider buying in the latter. Although AMETEK and Leidos Holdings both outperformed earnings estimates, Running Oak trimmed its stakes by 9.5% and 11.6% respectively. These collective maneuvers suggest a cautious tactical rotation by asset managers away from industrial growth stocks amid shifting market dynamics.