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Omega Flex
OFLX

81 hedge funds and large institutions have $487M invested in Omega Flex in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

1% more funds holding

Funds holding: 80 → 81 (+1)

3.12% less ownership

Funds ownership: 36.97% → 33.85% (-3.1%)

11% less capital invested

Capital invested by funds: $548M → $487M (-$60.2M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
5
Increased
27
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$7.9M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$925K
3
Comerica Bank
Comerica Bank
Texas
+$757K
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$699K
5
Ameriprise
Ameriprise
Minnesota
+$458K

Top Sellers

1
IC
Inscription Capital
Texas
-$44.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.63M
3
HighTower Advisors
HighTower Advisors
Illinois
-$685K
4
BlackRock
BlackRock
New York
-$669K
5
JP Morgan Chase
JP Morgan Chase
New York
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$155M -$9.63M -63,561 -6%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$78.4M +$925K +6,100 +1%
PWP
3
Principle Wealth Partners
Connecticut
$43.7M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.2M -$158K -1,040 -0.4%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$32.8M +$7.9M +52,147 +29%
BlackRock
6
BlackRock
New York
$30.4M -$669K -4,416 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$21.2M +$118K +778 +0.5%
HAIM
8
Hunter Associates Investment Management
Pennsylvania
$11.8M -$561K -3,699 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.61M -$12.4K -82 -0.1%
State Street
10
State Street
Massachusetts
$8.44M +$127K +841 +1%
Comerica Bank
11
Comerica Bank
Texas
$6.11M +$757K +4,994 +13%
Northern Trust
12
Northern Trust
Illinois
$4.9M -$432K -2,847 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.37M +$201K +1,329 +5%
RIM
14
Ranger Investment Management
Texas
$4.14M +$229K +1,510 +5%
Ameriprise
15
Ameriprise
Minnesota
$3.83M +$458K +3,020 +13%
Renaissance Technologies
16
Renaissance Technologies
New York
$3.79M -$15.2K -100 -0.4%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$3.63M +$699K +4,612 +22%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$3.48M -$363K -2,394 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.24M +$219K +1,448 +7%
Charles Schwab
20
Charles Schwab
California
$3.08M +$143K +942 +5%
N
21
Nuveen
North Carolina
$1.59M -$60.5K -399 -4%
Morgan Stanley
22
Morgan Stanley
New York
$1.38M -$53.4K -352 -4%
BSI
23
Bennett Selby Investments
Maine
$1.15M – – –
SEI Investments
24
SEI Investments
Pennsylvania
$1.09M – – –
JP Morgan Chase
25
JP Morgan Chase
New York
$1.08M -$585K -3,862 -34%
1
2 3 4

OFLX Hedge Fund Activity: Q3 2021 in Review

81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2021, worth a combined $487M — down 11% from $548M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OFLX positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $7.9M. The largest seller was Inscription Capital, exiting entirely with an estimated $44.9M sold.

  • 81 institutional investors held Omega Flex (OFLX) as of Q3 2021, up from 80 in Q2 2021.
  • Funds reported $487M of Omega Flex stock for Q3 2021, down 11% quarter-over-quarter.
  • 5 funds opened new Omega Flex positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest Omega Flex buyer in Q3 2021 was Neuberger Berman Group, an estimated $7.9M added.
  • The largest Omega Flex seller in Q3 2021 was Inscription Capital, an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2021.