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Omega Flex

91 hedge funds and large institutions have $385M invested in Omega Flex in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

8% more funds holding

Funds holding: 8491 (+7)

0.53% less ownership

Funds ownership: 37.32%36.79% (-0.53%)

8% less capital invested

Capital invested by funds: $420M → $385M (-$34.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
35
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$290K +$3.54K +33 +1%
GT
52
Glenmede Trust
Pennsylvania
$279K
VI
53
Vestcor Inc
New Brunswick, Canada
$277K
SW
54
SkyOak Wealth
Michigan
$264K +$273K +2,546 New
Squarepoint
55
Squarepoint
New York
$263K +$272K +2,535 New
UBS Group
56
UBS Group
Switzerland
$250K +$103K +956 +66%
Legal & General Group
57
Legal & General Group
United Kingdom
$245K +$91.7K +855 +57%
Deutsche Bank
58
Deutsche Bank
Germany
$239K -$42.9K -400 -15%
VAS
59
Vestmark Advisory Solutions
Massachusetts
$217K -$2.9K -27 -1%
Bank of America
60
Bank of America
North Carolina
$212K -$111K -1,032 -34%
AWAU
61
Alliance Wealth Advisors (Utah)
Utah
$211K -$3.75K -35 -2%
PAM
62
Panagora Asset Management
Massachusetts
$208K
AG
63
Algert Global
California
$203K
MIM
64
MetLife Investment Management
New Jersey
$179K
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$179K -$429 -4 -0.2%
SO
66
STRS Ohio
Ohio
$166K +$10.7K +100 +7%
AIG
67
American International Group
New York
$163K
Barclays
68
Barclays
United Kingdom
$133K -$39.3K -366 -22%
BLC
69
Brown, Lisle/Cummings
Rhode Island
$119K +$123K +1,150 New
Citigroup
70
Citigroup
New York
$110K +$104K +972 +1,080%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$98.9K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$86.8K -$2.68K -25 -3%
GWM
73
Geneos Wealth Management
Colorado
$82.6K
SOW
74
State of Wyoming
Wyoming
$80.6K +$83.3K +777 New
AB
75
Amalgamated Bank
New York
$51K +$4.5K +42 +9%

OFLX Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q2 2023, worth a combined $385M — down 8.2% from $420M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OFLX positions and 4 closed out — a net gain of 7 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.9M. The largest seller was Conestoga Capital Advisors, cutting an estimated $21.1M.

  • 91 institutional investors held Omega Flex (OFLX) as of Q2 2023, up from 84 in Q1 2023.
  • Funds reported $385M of Omega Flex stock for Q2 2023, down 8.2% quarter-over-quarter.
  • 11 funds opened new Omega Flex positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Omega Flex buyer in Q2 2023 was Millennium Management, an estimated $4.9M added.
  • The largest Omega Flex seller in Q2 2023 was Conestoga Capital Advisors, an estimated $21.1M sold.

Based on aggregated 13F filings for Q2 2023.