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Omega Flex
OFLX

94 hedge funds and large institutions have $290M invested in Omega Flex in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 91 → 94 (+3)

0.32% less ownership

Funds ownership: 36.79% → 36.47% (-0.32%)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

25% less capital invested

Capital invested by funds: $385M → $290M (-$95.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
30
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.33M
2
Comerica Bank
Comerica Bank
Texas
+$2.16M
3
Squarepoint
Squarepoint
New York
+$586K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$424K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$414K

Top Sellers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
-$4.65M
2
Millennium Management
Millennium Management
New York
-$2.45M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.46M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$1.34M
5
VF
Virtu Financial
New York
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$20K +$86 +1 +0.4%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$19.8K – – –
AIP
78
Ameritas Investment Partners
Nebraska
$19.5K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$18.4K -$8.55K -99 -30%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$17.2K +$6.04K +70 +47%
LC
81
Lindbrook Capital
California
$13.1K +$8.37K +97 +139%
Canada Life
82
Canada Life
Manitoba, Canada
$12K – – –
FHA
83
First Horizon Advisors
Tennessee
$10.2K +$86 +1 +0.8%
QT
84
Quantbot Technologies
New York
$6.54K +$7.17K +83 New
WWM
85
Wolff Wiese Magana
California
$2.44K – – –
S
86
SignatureFD
Georgia
$2.05K +$86 +1 +4%
VWM
87
Venturi Wealth Management
Texas
$1.26K – – –
SS
88
Sunbelt Securities
Texas
$787 – – –
Citigroup
89
Citigroup
New York
$630 -$91K -1,054 -99%
GI
90
Gradient Investments
Minnesota
$630 +$691 +8 New
BAAM
91
Baker Avenue Asset Management
California
$472 +$518 +6 New
AF
92
Allworth Financial
California
$315 +$345 +4 New
QCG
93
Quadrant Capital Group
Ohio
$315 +$345 +4 New
VF
94
Virtu Financial
New York
– -$400K -3,850 Closed
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
– -$362K -3,484 Closed
BTWM
96
Baker Tilly Wealth Management
Wisconsin
– -$317K -3,057 Closed
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
– -$290K -2,796 Closed
SW
98
SkyOak Wealth
Michigan
– -$264K -2,546 Closed
GT
99
Glenmede Trust
Pennsylvania
– -$279K -2,504 Closed
VAS
100
Vestmark Advisory Solutions
Massachusetts
– -$217K -2,093 Closed
1 2 3
4
5

OFLX Hedge Fund Activity: Q3 2023 in Review

94 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2023, worth a combined $290M — down 25% from $385M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OFLX positions and 12 closed out — a net gain of 3 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $5.33M. The largest seller was Conestoga Capital Advisors, cutting an estimated $4.65M.

  • 94 institutional investors held Omega Flex (OFLX) as of Q3 2023, up from 91 in Q2 2023.
  • Funds reported $290M of Omega Flex stock for Q3 2023, down 25% quarter-over-quarter.
  • 15 funds opened new Omega Flex positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest Omega Flex buyer in Q3 2023 was BlackRock, an estimated $5.33M added.
  • The largest Omega Flex seller in Q3 2023 was Conestoga Capital Advisors, an estimated $4.65M sold.

Based on aggregated 13F filings for Q3 2023.