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Omega Flex
OFLX

81 hedge funds and large institutions have $487M invested in Omega Flex in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

1% more funds holding

Funds holding: 80 → 81 (+1)

3.12% less ownership

Funds ownership: 36.97% → 33.85% (-3.1%)

11% less capital invested

Capital invested by funds: $548M → $487M (-$60.2M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
5
Increased
27
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$7.9M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$925K
3
Comerica Bank
Comerica Bank
Texas
+$757K
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$699K
5
Ameriprise
Ameriprise
Minnesota
+$458K

Top Sellers

Rank Fund Capital Flow
1
IC
Inscription Capital
Texas
-$44.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.63M
3
HighTower Advisors
HighTower Advisors
Illinois
-$685K
4
BlackRock
BlackRock
New York
-$669K
5
JP Morgan Chase
JP Morgan Chase
New York
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$228K – – –
Bank of America
52
Bank of America
North Carolina
$224K +$17.3K +114 +8%
Goldman Sachs
53
Goldman Sachs
New York
$219K – – –
LNC
54
Lincoln National Corp
Pennsylvania
$215K +$455 +3 +0.2%
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$214K -$30.3K -200 -12%
Invesco
56
Invesco
Georgia
$202K +$214K +1,413 New
MIM
57
MetLife Investment Management
New Jersey
$197K – – –
EVM
58
Eaton Vance Management
Massachusetts
$192K – – –
Barclays
59
Barclays
United Kingdom
$184K +$133K +876 +213%
SG Americas Securities
60
SG Americas Securities
New York
$162K +$172K +1,137 New
GWM
61
Geneos Wealth Management
Colorado
$151K – – –
Legal & General Group
62
Legal & General Group
United Kingdom
$151K +$90.8K +599 +130%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$146K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$136K – – –
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$74.2K +$60.2K +397 +323%
Osaic Holdings
66
Osaic Holdings
Arizona
$61K -$4.85K -32 -7%
Citigroup
67
Citigroup
New York
$58K +$31.1K +205 +100%
SWM
68
Spire Wealth Management
Virginia
$41K – – –
AIP
69
Ameritas Investment Partners
Nebraska
$35K – – –
WWM
70
Wolff Wiese Magana
California
$30K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$27K -$4.85K -32 -14%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$24K – – –
Canada Life
73
Canada Life
Manitoba, Canada
$23K – – –
SOW
74
State of Wyoming
Wyoming
$14K +$4.09K +27 +37%
FHA
75
First Horizon Advisors
Tennessee
$11K – – –
1 2
3
4

OFLX Hedge Fund Activity: Q3 2021 in Review

81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2021, worth a combined $487M — down 11% from $548M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OFLX positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $7.9M. The largest seller was Inscription Capital, exiting entirely with an estimated $44.9M sold.

  • 81 institutional investors held Omega Flex (OFLX) as of Q3 2021, up from 80 in Q2 2021.
  • Funds reported $487M of Omega Flex stock for Q3 2021, down 11% quarter-over-quarter.
  • 5 funds opened new Omega Flex positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest Omega Flex buyer in Q3 2021 was Neuberger Berman Group, an estimated $7.9M added.
  • The largest Omega Flex seller in Q3 2021 was Inscription Capital, an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2021.