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Omega Flex
OFLX

54 hedge funds and large institutions have $151M invested in Omega Flex in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more capital invested

Capital invested by funds: $109M → $151M (+$41.4M)

8% more funds holding

Funds holding: 50 → 54 (+4)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.52% more ownership

Funds ownership: 22.68% → 23.19% (+0.52%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
18
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.76M
2
BlackRock
BlackRock
New York
+$739K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$590K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$419K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$371K

Top Sellers

Rank Fund Capital Flow
1
NTCM
Nine Ten Capital Management
Illinois
-$4.12M
2
WC
Walthausen & Co
New York
-$430K
3
RIM
Ranger Investment Management
Texas
-$383K
4
Bank of America
Bank of America
North Carolina
-$163K
5
SBCM
Schwerin Boyle Capital Management
Massachusetts
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$328K +$295K +5,100 New
TA
27
Teachers Advisors
New York
$309K – – –
Morgan Stanley
28
Morgan Stanley
New York
$292K -$67.3K -1,165 -20%
Millennium Management
29
Millennium Management
New York
$292K +$262K +4,541 New
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$284K -$23.7K -410 -9%
US Bancorp
31
US Bancorp
Minnesota
$241K -$55.8K -966 -21%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$232K -$58 -1 -0%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$177K +$74.5K +1,289 +89%
Wells Fargo
34
Wells Fargo
California
$142K +$23K +399 +22%
PAM
35
Panagora Asset Management
Massachusetts
$139K +$8.95K +155 +8%
GWM
36
Geneos Wealth Management
Colorado
$128K +$116K +2,000 New
AIG
37
American International Group
New York
$116K +$578 +10 +0.6%
NFA
38
Nationwide Fund Advisors
Ohio
$97K – – –
Citigroup
39
Citigroup
New York
$34K +$23.1K +400 +308%
AG
40
Advisor Group
Arizona
$27K -$2.89K -50 -11%
Legal & General Group
41
Legal & General Group
United Kingdom
$27K – – –
PAM
42
Paradigm Asset Management
New York
$25.8K +$23.1K +400 New
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$25.4K +$18K +311 +370%
NA
44
NewEdge Advisors
Louisiana
$20.2K +$17.3K +300 New
Canada Life
45
Canada Life
Manitoba, Canada
$19K +$17.3K +300 New
UBS Group
46
UBS Group
Switzerland
$18K +$809 +14 +5%
AIP
47
Ameritas Investment Partners
Nebraska
$16K – – –
AIM
48
Acrospire Investment Management
Illinois
$16K +$14.8K +256 New
Creative Planning
49
Creative Planning
Kansas
$13K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$7K – – –
1
2
3

OFLX Hedge Fund Activity: Q2 2017 in Review

54 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q2 2017, worth a combined $151M — up 38% from $109M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OFLX positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $4.76M. The largest seller was Nine Ten Capital Management, cutting an estimated $4.12M.

  • 54 institutional investors held Omega Flex (OFLX) as of Q2 2017, up from 50 in Q1 2017.
  • Funds reported $151M of Omega Flex stock for Q2 2017, up 38% quarter-over-quarter.
  • 7 funds opened new Omega Flex positions in Q2 2017 and 3 closed out, a net change of +4 holders.
  • The largest Omega Flex buyer in Q2 2017 was Kayne Anderson Rudnick Investment Management, an estimated $4.76M added.
  • The largest Omega Flex seller in Q2 2017 was Nine Ten Capital Management, an estimated $4.12M sold.

Based on aggregated 13F filings for Q2 2017.