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Karpus Investment Management’s OppFi OPFI Stock Holding History

Karpus Investment Management’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,952,184
Closed -$19.9M – 322
2020
Q4 		$19.9M Buy
+1,952,184
New +$19.6M 0.62% 48

Other funds holding OPFI

CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Karpus Investment Management's OPFI Position: Q1 2021 in Review

Karpus Investment Management sold out of OppFi (OPFI) in Q1 2021, closing a stake of 1,952,184 shares — an estimated $19.9M sold.

Karpus Investment Management first reported a position in OPFI in Q4 2020 and held it in 1 quarter. The position peaked at $19.9M in Q4 2020. 62 funds tracked by Wall St. Rank hold OPFI as of Q1 2021.

  • Karpus Investment Management reported no remaining OppFi position as of Q1 2021 after selling out during the quarter.
  • Karpus Investment Management sold 1,952,184 OppFi shares in Q1 2021, an estimated $19.9M.
  • Karpus Investment Management first reported a position in OppFi in Q4 2020 and held it in 1 quarter.
  • Karpus Investment Management's OppFi position peaked at $19.9M in Q4 2020.
  • 62 funds tracked by Wall St. Rank held OppFi as of Q1 2021.

Based on Karpus Investment Management's 13F filing for Q1 2021, filed 17 May 2021.