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Omega Flex
OFLX

97 hedge funds and large institutions have $166M invested in Omega Flex in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 94 → 97 (+3)

0.8% less ownership

Funds ownership: 33.8% → 33% (-0.8%)

5% less capital invested

Capital invested by funds: $175M → $166M (-$8.67M)

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
36
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$3.63M
2
BlackRock
BlackRock
New York
+$2.2M
3
Millennium Management
Millennium Management
New York
+$1.31M
4
N
Nuveen
North Carolina
+$970K
5
II
Inspire Investing
Idaho
+$853K

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$11.3M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$2.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$618K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
First Horizon Advisors
Tennessee
$6.58K +$49 +1 +0.8%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.96K +60 +88%
AB
78
Amalgamated Bank
New York
$5K – – –
VI
79
Vestcor Inc
New Brunswick, Canada
$5K – – –
AF
80
Allworth Financial
California
$3.54K +$3.35K +68 +2,267%
HCA
81
Harbor Capital Advisors
Illinois
$3K +$2.56K +52 New
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$2.56K +$2.02K +41 +410%
TAM
83
Tucker Asset Management
Colorado
$2.3K – – –
S
84
SignatureFD
Georgia
$2.3K +$2.27K +46 New
LC
85
Lindbrook Capital
California
$2.15K -$5.96K -121 -74%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$1.65K +$1.63K +33 New
WWM
87
Wolff Wiese Magana
California
$1.55K – – –
IA
88
IFP Advisors
Florida
$1.55K +$1.53K +31 New
C
89
Covestor
United Kingdom
$1K – – –
Jones Financial Companies
90
Jones Financial Companies
Missouri
$923 +$887 +18 New
PD
91
Point72 (DIFC)
United Arab Emirates
$899 -$7.64K -155 -90%
AAP
92
Arax Advisory Partners
Colorado
$350 – – –
SS
93
Sunbelt Securities
Texas
$349 – – –
SCM
94
Sterling Capital Management
North Carolina
$200 +$197 +4 New
GI
95
GAMMA Investing
California
$150 -$1.53K -31 -91%
CPA
96
Capital Performance Advisors
California
$150 +$148 +3 New
CCA
97
Conestoga Capital Advisors
Pennsylvania
– -$2.14M -41,700 Closed
QC
98
Quadrature Capital
United Kingdom
– -$496K -9,691 Closed
Walleye Capital
99
Walleye Capital
New York
– -$360K -7,019 Closed
HF
100
HRT Financial
New York
– -$348K -6,793 Closed
1 2 3
4
5

OFLX Hedge Fund Activity: Q3 2024 in Review

97 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2024, worth a combined $166M — down 5% from $175M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OFLX positions and 13 closed out — a net gain of 4 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $3.63M. The largest seller was Neuberger Berman Group, cutting an estimated $11.3M.

  • 97 institutional investors held Omega Flex (OFLX) as of Q3 2024, up from 94 in Q2 2024.
  • Funds reported $166M of Omega Flex stock for Q3 2024, down 5% quarter-over-quarter.
  • 17 funds opened new Omega Flex positions in Q3 2024 and 13 closed out, a net change of +4 holders.
  • The largest Omega Flex buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $3.63M added.
  • The largest Omega Flex seller in Q3 2024 was Neuberger Berman Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2024.