Omega Flex
OFLX
77 hedge funds and large institutions have $432M invested in Omega Flex in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 29
0.14% less ownership
Funds ownership: 33.85% → 33.71% (-0.14%)
5% less funds holding
Funds holding: 81 → 77 (-4)
11% less capital invested
Capital invested by funds: $487M → $432M (-$55.3M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$13.2M |
| 2 |
BlackRock
New York
|
+$2.33M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$772K |
| 4 |
Morgan Stanley
New York
|
+$728K |
| 5 |
Barclays
London,
United Kingdom
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$11.8M |
| 2 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$4.79M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$763K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$539K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$428K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $226 | +$3.72K | +28 | +2% |
|
|
77
First Trust Advisors
Wheaton,
Illinois
| – | -$539K | -3,780 | Closed |
|
|
RJFSA
78
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$428K | -2,997 | Closed |
|
79
Bessemer Group
Woodbridge,
New Jersey
| – | -$285K | -2,000 | Closed |
|
80
Goldman Sachs
New York
| – | -$219K | -1,537 | Closed |
|
|
LNC
81
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$215K | -1,509 | Closed |
|
82
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$214K | -1,500 | Closed |
|
83
SG Americas Securities
New York
| – | -$162K | -1,137 | Closed |
|
|
GPA
84
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$11K | -79 | Closed |
|
85
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$1 | -10 | Closed |
|
|
C
86
Covestor
London,
United Kingdom
| – | +$399 | +3 | New |
|
OFLX Hedge Fund Activity: Q4 2021 in Review
77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2021, worth a combined $432M — down 11% from $487M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of OFLX and 5 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 29 added.
The largest buyer was Neuberger Berman Group, adding an estimated $13.2M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $11.8M.
- 77 institutional investors held Omega Flex (OFLX) as of Q4 2021, down from 81 in Q3 2021.
- Funds reported $432M of Omega Flex stock for Q4 2021, down 11% quarter-over-quarter.
- 5 funds opened new Omega Flex positions in Q4 2021 and 9 closed out, a net change of -4 holders.
- The largest Omega Flex buyer in Q4 2021 was Neuberger Berman Group, an estimated $13.2M added.
- The largest Omega Flex seller in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2021.