We are live on ! Find out more
OFLX icon

Omega Flex
OFLX

49 hedge funds and large institutions have $77.2M invested in Omega Flex in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

179% more capital invested

Capital invested by funds: $27.6M → $77.2M (+$49.5M)

20% more funds holding

Funds holding: 41 → 49 (+8)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
12
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$777K
2
TCIM
TIAA CREF Investment Management
New York
+$354K
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$302K
4
BFA
BlackRock Fund Advisors
California
+$293K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$293K

Top Sellers

Rank Fund Capital Flow
1
VDBMI
Van Den Berg Management I
Texas
-$238K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$152K
3
TRCT
Tower Research Capital (TRC)
New York
-$151K
4
Charles Schwab
Charles Schwab
California
-$115K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$81.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$285K +$206K +7,539 New
Charles Schwab
27
Charles Schwab
California
$275K -$115K -4,230 -37%
SO
28
STRS Ohio
Ohio
$253K – – –
VDBMI
29
Van Den Berg Management I
Texas
$207K -$238K -8,715 -61%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$200K +$628 +23 +0.4%
TA
31
Teachers Advisors
New York
$155K – – –
NFA
32
Nationwide Fund Advisors
Ohio
$84K – – –
Morgan Stanley
33
Morgan Stanley
New York
$76K -$35K -1,282 -39%
PAM
34
Panagora Asset Management
Massachusetts
$76K – – –
WF
35
WealthTrust Fairport
Ohio
$76K – – –
BA
36
BlackRock Advisors
Delaware
$72K -$14.2K -519 -22%
AIG
37
American International Group
New York
$68.4K -$1.94K -71 -4%
UBS Group
38
UBS Group
Switzerland
$22K +$16K +585 New
Citigroup
39
Citigroup
New York
$19K +$8.57K +314 +174%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$13K +$573 +21 +7%
Barclays
41
Barclays
United Kingdom
$6K +$3.66K +134 +447%
Federated Hermes
42
Federated Hermes
Pennsylvania
$6K +$4.48K +164 New
SEI Investments
43
SEI Investments
Pennsylvania
$3K +$1.88K +69 New
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$3K +$2.02K +74 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3K +$2.4K +88 New
TRCT
46
Tower Research Capital (TRC)
New York
$1K -$151K -5,535 -100%
NFG
47
Next Financial Group
Texas
$1K – – –
NPC
48
National Planning Corporation
California
$738 +$601 +22 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$14 -717 Closed
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
– -$4.03K -207 Closed
1
2
3

OFLX Hedge Fund Activity: Q4 2014 in Review

49 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2014, worth a combined $77.2M — up 179% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OFLX positions and 3 closed out — a net gain of 9 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $777K. The largest seller was Van Den Berg Management I, cutting an estimated $238K.

  • 49 institutional investors held Omega Flex (OFLX) as of Q4 2014, up from 41 in Q3 2014.
  • Funds reported $77.2M of Omega Flex stock for Q4 2014, up 179% quarter-over-quarter.
  • 12 funds opened new Omega Flex positions in Q4 2014 and 3 closed out, a net change of +9 holders.
  • The largest Omega Flex buyer in Q4 2014 was Invesco, an estimated $777K added.
  • The largest Omega Flex seller in Q4 2014 was Van Den Berg Management I, an estimated $238K sold.

Based on aggregated 13F filings for Q4 2014.