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Omega Flex

93 hedge funds and large institutions have $259M invested in Omega Flex in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 36.47%36.39% (-0.08%)

1% less funds holding

Funds holding: 9493 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less capital invested

Capital invested by funds: $290M → $259M (-$30.8M)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
76
EntryPoint Capital
New York
$19.1K +$20.2K +271 New
TWM
77
Tradition Wealth Management
Minnesota
$18K +$75 +1 +0.4%
AIP
78
Ameritas Investment Partners
Nebraska
$17.5K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$16.1K -$1.72K -23 -9%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$15.4K
Canada Life
81
Canada Life
Manitoba, Canada
$11K
FHA
82
First Horizon Advisors
Tennessee
$9.15K
LC
83
Lindbrook Capital
California
$4.94K -$7.24K -97 -58%
WWM
84
Wolff Wiese Magana
California
$2.19K
S
85
SignatureFD
Georgia
$1.76K -$75 -1 -4%
W
86
WealthCollab
Washington
$1.76K +$1.87K +25 New
VWM
87
Venturi Wealth Management
Texas
$1.13K
GI
88
Gradient Investments
Minnesota
$564
SS
89
Sunbelt Securities
Texas
$494 -$224 -3 -30%
GI
90
GAMMA Investing
California
$488 +$523 +7 New
FFA
91
Farther Finance Advisors
California
$353 +$373 +5 New
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$282 +$299 +4 New
AQR Capital Management
93
AQR Capital Management
Connecticut
-$411K -5,226 Closed
Walleye Capital
94
Walleye Capital
New York
-$280K -3,562 Closed
LAS
95
Lloyd Advisory Services
Georgia
-$256K -3,247 Closed
NG
96
Norden Group
Utah
-$256K -3,247 Closed
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
-$169K -2,146 Closed
FAM
98
Flaharty Asset Management
Florida
-$35.4K -450 Closed
QT
99
Quantbot Technologies
New York
-$6.54K -83 Closed
BAAM
100
Baker Avenue Asset Management
California
-$472 -6 Closed

OFLX Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2023, worth a combined $259M — down 11% from $290M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of OFLX and 9 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 27 added.

The largest buyer was BlackRock, adding an estimated $2.76M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $1.43M.

  • 93 institutional investors held Omega Flex (OFLX) as of Q4 2023, down from 94 in Q3 2023.
  • Funds reported $259M of Omega Flex stock for Q4 2023, down 11% quarter-over-quarter.
  • 9 funds opened new Omega Flex positions in Q4 2023 and 10 closed out, a net change of -1 holder.
  • The largest Omega Flex buyer in Q4 2023 was BlackRock, an estimated $2.76M added.
  • The largest Omega Flex seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2023.