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Omega Flex

84 hedge funds and large institutions have $420M invested in Omega Flex in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $338M → $420M (+$81.2M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

5% more funds holding

Funds holding: 8084 (+4)

1.11% less ownership

Funds ownership: 38.44%37.32% (-1.1%)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
28
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
51
Vestmark Advisory Solutions
Massachusetts
$236K +$230K +2,120 New
AWAU
52
Alliance Wealth Advisors (Utah)
Utah
$231K +$225K +2,071 New
PAM
53
Panagora Asset Management
Massachusetts
$223K +$217K +2,000 New
AG
54
Algert Global
California
$218K +$212K +1,957 New
SG Americas Securities
55
SG Americas Securities
New York
$202K +$197K +1,816 New
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$201K +$196K +1,805 New
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$193K -$108K -998 -37%
MIM
58
MetLife Investment Management
New Jersey
$192K
Barclays
59
Barclays
United Kingdom
$184K +$84.1K +775 +88%
AIG
60
American International Group
New York
$176K +$3.47K +32 +2%
Legal & General Group
61
Legal & General Group
United Kingdom
$168K +$4.99K +46 +3%
SO
62
STRS Ohio
Ohio
$167K
UBS Group
63
UBS Group
Switzerland
$162K -$40.6K -374 -20%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$106K
ASN
65
Advisory Services Network
Georgia
$104K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$95.9K +$7.49K +69 +9%
GWM
67
Geneos Wealth Management
Colorado
$88.7K
TRCT
68
Tower Research Capital (TRC)
New York
$74K +$50.8K +468 +240%
AB
69
Amalgamated Bank
New York
$50K -$7.27K -67 -13%
SWM
70
Spire Wealth Management
Virginia
$40.1K
TWM
71
Tradition Wealth Management
Minnesota
$28K
AIP
72
Ameritas Investment Partners
Nebraska
$27.6K
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$23.4K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$22.1K -$1.19K -11 -5%
Canada Life
75
Canada Life
Manitoba, Canada
$18K

OFLX Hedge Fund Activity: Q1 2023 in Review

84 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q1 2023, worth a combined $420M — up 24% from $338M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OFLX positions and 9 closed out — a net gain of 5 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $1.55M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $3.41M.

  • 84 institutional investors held Omega Flex (OFLX) as of Q1 2023, up from 80 in Q4 2022.
  • Funds reported $420M of Omega Flex stock for Q1 2023, up 24% quarter-over-quarter.
  • 14 funds opened new Omega Flex positions in Q1 2023 and 9 closed out, a net change of +5 holders.
  • The largest Omega Flex buyer in Q1 2023 was Victory Capital Management, an estimated $1.55M added.
  • The largest Omega Flex seller in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2023.