Omega Flex
OFLX
84 hedge funds and large institutions have $542M invested in Omega Flex in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $499M → $542M (+$43.2M)
1% more funds holding
Funds holding: 83 → 84 (+1)
0.14% more ownership
Funds ownership: 33.91% → 34.05% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$16.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$6.83M |
| 3 |
Neuberger Berman Group
New York
|
+$4.63M |
| 4 |
BlackRock
New York
|
+$1.78M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$15.7M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$3.57M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$2.38M |
| 4 |
Morgan Stanley
New York
|
-$2.27M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $12K | -$57.9K | -368 | -82% |
|
|
FHA
77
First Horizon Advisors
Memphis,
Tennessee
| $12K | – | – | – |
|
|
LC
78
Lindbrook Capital
Calabasas,
California
| $11K | – | – | – |
|
|
FF
79
FourThought Financial
Venice,
Florida
| $6K | – | – | – |
|
80
Fidelity Investments
Boston,
Massachusetts
| $5K | +$4.72K | +30 | New |
|
|
IA
81
IFP Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
IAIM
82
International Assets Investment Management
Orlando,
Florida
| $1K | – | – | – |
|
|
AIG
83
American International Group
New York
| $267 | +$629 | +4 | +0.2% |
|
84
Nisa Investment Advisors
St. Louis,
Missouri
| $2 | – | – | – |
|
85
Millennium Management
New York
| – | -$426K | -2,920 | Closed |
|
86
AllianceBernstein
Nashville,
Tennessee
| – | -$350K | -2,400 | Closed |
|
|
ZCM
87
Zebra Capital Management
Stamford,
Connecticut
| – | -$324K | -2,222 | Closed |
|
88
UBS AM
Chicago,
Illinois
| – | -$321K | -2,200 | Closed |
|
|
HF
89
HRT Financial
New York
| – | -$247K | -1,695 | Closed |
|
|
EA
90
Ellsworth Advisors
Hudson,
Ohio
| – | -$227K | -1,557 | Closed |
|
OFLX Hedge Fund Activity: Q1 2021 in Review
84 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q1 2021, worth a combined $542M — up 8.7% from $499M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OFLX positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 34 trimmed.
The largest buyer was Conestoga Capital Advisors, adding an estimated $16.9M. The largest seller was Principle Wealth Partners, cutting an estimated $15.7M.
- 84 institutional investors held Omega Flex (OFLX) as of Q1 2021, up from 83 in Q4 2020.
- Funds reported $542M of Omega Flex stock for Q1 2021, up 8.7% quarter-over-quarter.
- 7 funds opened new Omega Flex positions in Q1 2021 and 6 closed out, a net change of +1 holder.
- The largest Omega Flex buyer in Q1 2021 was Conestoga Capital Advisors, an estimated $16.9M added.
- The largest Omega Flex seller in Q1 2021 was Principle Wealth Partners, an estimated $15.7M sold.
Based on aggregated 13F filings for Q1 2021.