Omega Flex
OFLX
92 hedge funds and large institutions have $257M invested in Omega Flex in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 10 closing their positions.
0.54% less ownership
Funds ownership: 36.39% → 35.84% (-0.54%)
1% less capital invested
Capital invested by funds: $259M → $257M (-$2.29M)
1% less funds holding
Funds holding: 93 → 92 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
42% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.19M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$762K |
| 3 |
NG
Norden Group
Provo,
Utah
|
+$249K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$217K |
| 5 |
BTWM
Baker Tilly Wealth Management
Madison,
Wisconsin
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.3M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$2.04M |
| 3 |
BlackRock
New York
|
-$1.09M |
| 4 |
Neuberger Berman Group
New York
|
-$727K |
| 5 |
VF
Virtu Financial
New York
|
-$280K |
OFLX Hedge Fund Activity: Q1 2024 in Review
92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q1 2024, worth a combined $257M — down 0.89% from $259M 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 22 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $2.3M.
- 92 institutional investors held Omega Flex (OFLX) as of Q1 2024, down from 93 in Q4 2023.
- Funds reported $257M of Omega Flex stock for Q1 2024, down 0.89% quarter-over-quarter.
- 9 funds opened new Omega Flex positions in Q1 2024 and 10 closed out, a net change of -1 holder.
- The largest Omega Flex buyer in Q1 2024 was Envestnet Asset Management, an estimated $2.19M added.
- The largest Omega Flex seller in Q1 2024 was Morgan Stanley, an estimated $2.3M sold.
Based on aggregated 13F filings for Q1 2024.