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Omega Flex

83 hedge funds and large institutions have $499M invested in Omega Flex in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

9% more funds holding

Funds holding: 7683 (+7)

0.25% more ownership

Funds ownership: 33.66%33.91% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $533M → $499M (-$33.3M)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
29
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$176M -$1.28M -8,097 -0.7%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$63.9M +$417K +2,643 +0.6%
PWP
3
Principle Wealth Partners
Connecticut
$59.3M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.2M -$1.25M -7,923 -3%
BlackRock
5
BlackRock
New York
$27.5M +$812K +5,148 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$21M +$376K +2,386 +2%
HAIM
7
Hunter Associates Investment Management
Pennsylvania
$12.6M -$84.3K -534 -0.6%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$10.3M +$3.81M +24,172 +52%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$8.68M +$299K +1,892 +3%
State Street
10
State Street
Massachusetts
$8.52M -$160K -1,013 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.85M -$268K -1,699 -3%
Northern Trust
12
Northern Trust
Illinois
$6.24M -$667K -4,229 -9%
Comerica Bank
13
Comerica Bank
Texas
$4.48M +$568K +3,600 +14%
RIM
14
Ranger Investment Management
Texas
$4.48M -$2.04M -12,916 -30%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.25M +$260K +1,648 +6%
Renaissance Technologies
16
Renaissance Technologies
New York
$4.22M -$410K -2,600 -8%
Ameriprise
17
Ameriprise
Minnesota
$3.48M -$304K -1,925 -7%
Morgan Stanley
18
Morgan Stanley
New York
$3.3M +$1.88M +11,907 +111%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$3.13M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.94M +$603K +3,821 +23%
Charles Schwab
21
Charles Schwab
California
$2.89M +$22.1K +140 +0.7%
N
22
Nuveen
North Carolina
$1.82M +$153K +972 +8%
Goldman Sachs
23
Goldman Sachs
New York
$1.47M +$410K +2,596 +35%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.34M +$1.27M +8,065 +745%
Wells Fargo
25
Wells Fargo
California
$1.22M -$186K -1,181 -12%

OFLX Hedge Fund Activity: Q4 2020 in Review

83 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2020, worth a combined $499M — down 6.2% from $533M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OFLX positions and 5 closed out — a net gain of 7 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $3.81M. The largest seller was Invesco, exiting entirely with an estimated $2.44M sold.

  • 83 institutional investors held Omega Flex (OFLX) as of Q4 2020, up from 76 in Q3 2020.
  • Funds reported $499M of Omega Flex stock for Q4 2020, down 6.2% quarter-over-quarter.
  • 12 funds opened new Omega Flex positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest Omega Flex buyer in Q4 2020 was Neuberger Berman Group, an estimated $3.81M added.
  • The largest Omega Flex seller in Q4 2020 was Invesco, an estimated $2.44M sold.

Based on aggregated 13F filings for Q4 2020.