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Omega Flex
OFLX

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: 94 → 93 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.76M
2
Morgan Stanley
Morgan Stanley
New York
+$2.41M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$410K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$368K
5
VF
Virtu Financial
New York
+$297K

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$1.43M
2
Millennium Management
Millennium Management
New York
-$1.24M
3
Wells Fargo
Wells Fargo
California
-$839K
4
Citadel Advisors
Citadel Advisors
Florida
-$664K
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
– -$315 -4 Closed
QCG
102
Quadrant Capital Group
Ohio
– -$315 -4 Closed
C
103
Covestor
United Kingdom
– +$75 +1 +25%
1 2 3 4
5

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.