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Omega Flex

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: 9194 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
101
Alliance Wealth Advisors (Utah)
Utah
-$211K -2,036 Closed
PAM
102
Panagora Asset Management
Massachusetts
-$208K -2,000 Closed
AG
103
Algert Global
California
-$203K -1,957 Closed
SWM
104
Spire Wealth Management
Virginia
-$37.4K -360 Closed
BFEC
105
Benjamin F. Edwards & Company
Missouri
-$1K -7 Closed

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.