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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$7.9M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$925K |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$757K |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$699K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Inscription Capital
Houston,
Texas
|
-$44.9M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$9.63M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$685K |
| 4 |
BlackRock
New York
|
-$669K |
| 5 |
JP Morgan Chase
New York
|
-$585K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPA
76
Guidance Point Advisors
Wellesley,
Massachusetts
| $11K | +$12K | +79 | New |
|
|
LC
77
Lindbrook Capital
Calabasas,
California
| $10K | – | – | – |
|
78
Rockefeller Capital Management
New York
| $5K | +$5.76K | +38 | New |
|
79
Fidelity Investments
Boston,
Massachusetts
| $4K | – | – | – |
|
|
FF
80
FourThought Financial
Venice,
Florida
| $4K | – | – | – |
|
81
Nisa Investment Advisors
St. Louis,
Missouri
| $1 | – | – | – |
|
|
IC
82
Inscription Capital
Houston,
Texas
| – | -$44.9M | -306,145 | Closed |
|
|
83
HighTower Advisors
Chicago,
Illinois
| – | -$685K | -4,666 | Closed |
|
|
E
84
Ergoteles
New York
| – | -$308K | -2,100 | Closed |
|
85
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| – | -$220K | -1,500 | Closed |
|
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.