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Omega Flex
OFLX

76 hedge funds and large institutions have $533M invested in Omega Flex in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $353M → $533M (+$180M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more funds holding

Funds holding: 75 → 76 (+1)

0.58% more ownership

Funds ownership: 33.08% → 33.66% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
24
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$4.93M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$2.14M
3
Invesco
Invesco
Georgia
+$1.95M
4
Comerica Bank
Comerica Bank
Texas
+$1.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$913K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.46M
2
Ameriprise
Ameriprise
Minnesota
-$865K
3
Morgan Stanley
Morgan Stanley
New York
-$516K
4
Renaissance Technologies
Renaissance Technologies
New York
-$476K
5
Citadel Advisors
Citadel Advisors
Florida
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$190M +$691K +5,516 +0.5%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$68.2M +$2.14M +17,060 +4%
PWP
3
Principle Wealth Partners
Connecticut
$63.7M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.5M -$97.5K -778 -0.3%
BlackRock
5
BlackRock
New York
$28.7M +$193K +1,543 +0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$22.2M -$2.46M -19,635 -12%
HAIM
7
Hunter Associates Investment Management
Pennsylvania
$13.6M -$201K -1,600 -2%
State Street
8
State Street
Massachusetts
$9.28M -$294K -2,342 -4%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$9.03M +$359K +2,867 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.69M +$82.6K +659 +1%
Northern Trust
11
Northern Trust
Illinois
$7.36M -$272K -2,171 -4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$7.25M +$4.93M +39,375 +572%
RIM
13
Ranger Investment Management
Texas
$6.83M -$121K -965 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.94M -$476K -3,800 -11%
Comerica Bank
15
Comerica Bank
Texas
$4.36M +$1.18M +9,424 +56%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.3M -$173K -1,384 -5%
Ameriprise
17
Ameriprise
Minnesota
$4.03M -$865K -6,900 -21%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$3.36M +$432K +3,445 +19%
Charles Schwab
19
Charles Schwab
California
$3.08M -$26.7K -213 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.55M +$913K +7,281 +81%
Invesco
21
Invesco
Georgia
$2.44M +$1.95M +15,570 New
N
22
Nuveen
North Carolina
$1.8M -$33.5K -267 -2%
Morgan Stanley
23
Morgan Stanley
New York
$1.68M -$516K -4,121 -28%
Wells Fargo
24
Wells Fargo
California
$1.5M +$110K +877 +10%
Goldman Sachs
25
Goldman Sachs
New York
$1.17M -$3.01K -24 -0.3%
1
2 3 4

OFLX Hedge Fund Activity: Q3 2020 in Review

76 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2020, worth a combined $533M — up 51% from $353M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OFLX positions and 4 closed out — a net gain of 1 holder — while 24 added to existing stakes and 32 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $4.93M. The largest seller was Vanguard Group, cutting an estimated $2.46M.

  • 76 institutional investors held Omega Flex (OFLX) as of Q3 2020, up from 75 in Q2 2020.
  • Funds reported $533M of Omega Flex stock for Q3 2020, up 51% quarter-over-quarter.
  • 5 funds opened new Omega Flex positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest Omega Flex buyer in Q3 2020 was Neuberger Berman Group, an estimated $4.93M added.
  • The largest Omega Flex seller in Q3 2020 was Vanguard Group, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2020.