Omega Flex
OFLX
80 hedge funds and large institutions have $339M invested in Omega Flex in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 7 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 22
0.66% more ownership
Funds ownership: 37.6% → 38.26% (+0.66%)
4% less funds holding
Funds holding: 83 → 80 (-3)
17% less capital invested
Capital invested by funds: $408M → $339M (-$69M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$9.58M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.71M |
| 3 |
AAM
Azzad Asset Management
Falls Church,
Virginia
|
+$799K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$722K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$596K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$8.5M |
| 2 |
VF
Virtu Financial
New York
|
-$480K |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$475K |
| 4 |
BlackRock
New York
|
-$414K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$403K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FF
76
FourThought Financial
Venice,
Florida
| $4K | +$1.64K | +15 | +45% |
|
|
S
77
SignatureFD
Atlanta,
Georgia
| $2K | +$1.42K | +13 | +100% |
|
|
BFEC
78
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1K | – | – | – |
|
|
C
79
Covestor
London,
United Kingdom
| $1K | – | – | – |
|
|
VF
80
Virtu Financial
New York
| – | -$480K | -4,463 | Closed |
|
|
81
AllianceBernstein
Nashville,
Tennessee
| – | -$403K | -3,742 | Closed |
|
|
PWS
82
Precision Wealth Strategies
Saint Louis,
Missouri
| – | -$230K | -2,134 | Closed |
|
|
PAM
83
Panagora Asset Management
Boston,
Massachusetts
| – | -$215K | -2,000 | Closed |
|
84
Victory Capital Management
San Antonio,
Texas
| – | -$201K | -1,869 | Closed |
|
85
Lazard Asset Management
New York
| – | -$48K | -454 | Closed |
|
|
PA
86
Parallel Advisors
San Francisco,
California
| – | -$3K | -25 | Closed |
|
|
BIA
87
Bell Investment Advisors
Oakland,
California
| – | +$546 | +5 | New |
|
OFLX Hedge Fund Activity: Q3 2022 in Review
80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2022, worth a combined $339M — down 17% from $408M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of OFLX and 4 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 42 added.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $9.58M. The largest seller was Principle Wealth Partners, cutting an estimated $8.5M.
- 80 institutional investors held Omega Flex (OFLX) as of Q3 2022, down from 83 in Q2 2022.
- Funds reported $339M of Omega Flex stock for Q3 2022, down 17% quarter-over-quarter.
- 4 funds opened new Omega Flex positions in Q3 2022 and 7 closed out, a net change of -3 holders.
- The largest Omega Flex buyer in Q3 2022 was Kayne Anderson Rudnick Investment Management, an estimated $9.58M added.
- The largest Omega Flex seller in Q3 2022 was Principle Wealth Partners, an estimated $8.5M sold.
Based on aggregated 13F filings for Q3 2022.