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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$8.49M |
| 2 |
Bank of New York Mellon
New York
|
+$1.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.45M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.44M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
-$7.25M |
| 2 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$2.92M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$793K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$225K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $16K | -$34.1K | -515 | -70% |
|
|
RA
52
Royce & Associates
New York
| $9K | +$596 | +9 | +8% |
|
53
Envestnet Asset Management
Chicago,
Illinois
| $8K | – | – | – |
|
|
DA
54
Denali Advisors
San Diego,
California
| $5K | – | – | – |
|
|
DCM
55
Delpha Capital Management
New York
| $3K | +$3.05K | +46 | New |
|
|
MAM
56
Meeder Asset Management
Dublin,
Ohio
| $2K | – | – | – |
|
|
57
William Blair Investment Management
Chicago,
Illinois
| – | -$793K | -11,042 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$211K | -2,931 | Closed |
|
|
GCP
59
GSA Capital Partners
London,
United Kingdom
| – | -$201K | -2,800 | Closed |
|
|
NFA
60
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$108K | -1,504 | Closed |
|
|
PAM
61
Paradigm Asset Management
New York
| – | -$28.7K | -400 | Closed |
|
62
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$15K | -206 | Closed |
|
|
NFG
63
Next Financial Group
Houston,
Texas
| – | -$2K | -30 | Closed |
|
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.