Omega Flex
OFLX
50 hedge funds and large institutions have $218M invested in Omega Flex in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.
189% more capital invested
Capital invested by funds: $75.4M → $218M (+$142M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
4% more funds holding
Funds holding: 48 → 50 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$153M |
| 2 |
ACM
Ativo Capital Management
Chicago,
Illinois
|
+$482K |
| 3 |
Goldman Sachs
New York
|
+$379K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$375K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$860K |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$416K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$412K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$157K |
| 5 |
Bank of New York Mellon
New York
|
-$77.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JMPWA
51
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$860K | -22,835 | Closed |
|
|
52
William Blair & Company
Chicago,
Illinois
| – | -$416K | -11,042 | Closed |
|
|
53
AllianceBernstein
Nashville,
Tennessee
| – | -$412K | -10,936 | Closed |
|
54
Invesco
Atlanta,
Georgia
| – | -$16K | -418 | Closed |
|
|
JG
55
Jefferies Group
New York
| – | -$4K | -110 | Closed |
|
OFLX Hedge Fund Activity: Q3 2015 in Review
50 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2015, worth a combined $218M — up 189% from $75.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OFLX positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $860K sold.
- 50 institutional investors held Omega Flex (OFLX) as of Q3 2015, up from 48 in Q2 2015.
- Funds reported $218M of Omega Flex stock for Q3 2015, up 189% quarter-over-quarter.
- 7 funds opened new Omega Flex positions in Q3 2015 and 5 closed out, a net change of +2 holders.
- The largest Omega Flex buyer in Q3 2015 was Deutsche Bank, an estimated $153M added.
- The largest Omega Flex seller in Q3 2015 was JP Morgan Private Wealth Advisors, an estimated $860K sold.
Based on aggregated 13F filings for Q3 2015.