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Omega Flex
OFLX

56 hedge funds and large institutions have $182M invested in Omega Flex in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 54 → 56 (+2)

3% more capital invested

Capital invested by funds: $176M → $182M (+$6.09M)

0.99% more ownership

Funds ownership: 24.21% → 25.2% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$8.49M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.45M
4
Invesco
Invesco
Georgia
+$1.44M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.09M

Top Sellers

1
SBCM
Schwerin Boyle Capital Management
Massachusetts
-$7.25M
2
NTCM
Nine Ten Capital Management
Illinois
-$2.92M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$793K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$225K
5
Citadel Advisors
Citadel Advisors
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$551K +$509K +7,676 New
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$428K -$225K -3,400 -36%
Swiss National Bank
28
Swiss National Bank
Switzerland
$364K – – –
TA
29
Teachers Advisors
New York
$342K – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$328K -$7.42K -112 -2%
MC
31
Menta Capital
California
$307K +$285K +4,303 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$283K -$31.5K -475 -11%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$257K – – –
US Bancorp
34
US Bancorp
Minnesota
$226K -$4.11K -62 -2%
CS
35
Credit Suisse
Switzerland
$220K +$204K +3,080 New
Millennium Management
36
Millennium Management
New York
$207K +$192K +2,893 New
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184K -$6.69K -101 -4%
PAM
38
Panagora Asset Management
Massachusetts
$143K – – –
GWM
39
Geneos Wealth Management
Colorado
$142K – – –
AIG
40
American International Group
New York
$140K +$596 +9 +0.5%
JP Morgan Chase
41
JP Morgan Chase
New York
$45K +$41.7K +629 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$43.5K +$16.1K +243 +66%
Legal & General Group
43
Legal & General Group
United Kingdom
$33K -$9.68K -146 -24%
Barclays
44
Barclays
United Kingdom
$33K +$26.2K +395 +590%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$33K +$30.6K +462 New
AG
46
Advisor Group
Arizona
$30K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$21K -$12.3K -186 -39%
Canada Life
48
Canada Life
Manitoba, Canada
$21K – – –
Citigroup
49
Citigroup
New York
$19K +$17.8K +268 New
AIP
50
Ameritas Investment Partners
Nebraska
$18K – – –
1
2
3

OFLX Hedge Fund Activity: Q4 2017 in Review

56 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2017, worth a combined $182M — up 3.5% from $176M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OFLX positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $8.49M. The largest seller was Schwerin Boyle Capital Management, cutting an estimated $7.25M.

  • 56 institutional investors held Omega Flex (OFLX) as of Q4 2017, up from 54 in Q3 2017.
  • Funds reported $182M of Omega Flex stock for Q4 2017, up 3.5% quarter-over-quarter.
  • 9 funds opened new Omega Flex positions in Q4 2017 and 7 closed out, a net change of +2 holders.
  • The largest Omega Flex buyer in Q4 2017 was Kayne Anderson Rudnick Investment Management, an estimated $8.49M added.
  • The largest Omega Flex seller in Q4 2017 was Schwerin Boyle Capital Management, an estimated $7.25M sold.

Based on aggregated 13F filings for Q4 2017.