Omega Flex
OFLX
83 hedge funds and large institutions have $499M invested in Omega Flex in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
9% more funds holding
Funds holding: 76 → 83 (+7)
0.25% more ownership
Funds ownership: 33.66% → 33.91% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $533M → $499M (-$33.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$3.81M |
| 2 |
Morgan Stanley
New York
|
+$1.88M |
| 3 |
JP Morgan Chase
New York
|
+$1.27M |
| 4 |
BlackRock
New York
|
+$812K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$603K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.44M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$2.04M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$1.28M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.25M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
76
First Horizon Advisors
Memphis,
Tennessee
| $11K | – | – | – |
|
|
LC
77
Lindbrook Capital
Calabasas,
California
| $10K | – | – | – |
|
|
FF
78
FourThought Financial
Venice,
Florida
| $5K | +$6.31K | +40 | New |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $2K | – | – | – |
|
|
IAIM
80
International Assets Investment Management
Orlando,
Florida
| $1K | +$631 | +4 | New |
|
81
Nisa Investment Advisors
St. Louis,
Missouri
| $1K | +$1.58K | +10 | New |
|
|
FI
82
Fosun International
Hong Kong,
China
| $291 | – | – | – |
|
|
AIG
83
American International Group
New York
| $247 | -$7.57K | -48 | -3% |
|
|
84
Invesco
Atlanta,
Georgia
| – | -$2.44M | -15,570 | Closed |
|
|
85
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.14M | -7,240 | Closed |
|
86
HSBC Holdings
London,
United Kingdom
| – | -$303K | -1,953 | Closed |
|
|
EVM
87
Eaton Vance Management
Boston,
Massachusetts
| – | -$210K | -1,343 | Closed |
|
|
DWA
88
Dorsey Wright & Associates
Pasadena,
California
| – | -$13K | -86 | Closed |
|
OFLX Hedge Fund Activity: Q4 2020 in Review
83 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2020, worth a combined $499M — down 6.2% from $533M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OFLX positions and 5 closed out — a net gain of 7 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $3.81M. The largest seller was Invesco, exiting entirely with an estimated $2.44M sold.
- 83 institutional investors held Omega Flex (OFLX) as of Q4 2020, up from 76 in Q3 2020.
- Funds reported $499M of Omega Flex stock for Q4 2020, down 6.2% quarter-over-quarter.
- 12 funds opened new Omega Flex positions in Q4 2020 and 5 closed out, a net change of +7 holders.
- The largest Omega Flex buyer in Q4 2020 was Neuberger Berman Group, an estimated $3.81M added.
- The largest Omega Flex seller in Q4 2020 was Invesco, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2020.