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Omega Flex
OFLX

80 hedge funds and large institutions have $339M invested in Omega Flex in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 22

0.66% more ownership

Funds ownership: 37.6% → 38.26% (+0.66%)

4% less funds holding

Funds holding: 83 → 80 (-3)

17% less capital invested

Capital invested by funds: $408M → $339M (-$69M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
42
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$9.58M
2
Wells Fargo
Wells Fargo
California
+$2.71M
3
AAM
Azzad Asset Management
Virginia
+$799K
4
TC
TownSquare Capital
Utah
+$722K
5
SEI Investments
SEI Investments
Pennsylvania
+$596K

Top Sellers

1
PWP
Principle Wealth Partners
Connecticut
-$8.5M
2
VF
Virtu Financial
New York
-$480K
3
CCA
Conestoga Capital Advisors
Pennsylvania
-$475K
4
BlackRock
BlackRock
New York
-$414K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$108M +$9.58M +87,641 +8%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$50.8M -$475K -4,345 -0.8%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$43.5M +$539K +4,936 +1%
BlackRock
4
BlackRock
New York
$27M -$414K -3,792 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.5M +$39.1K +358 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.1M +$46.2K +423 +0.3%
HAIM
7
Hunter Associates Investment Management
Pennsylvania
$7.25M -$6.12K -56 -0.1%
Wells Fargo
8
Wells Fargo
California
$6.88M +$2.71M +24,819 +50%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.72M +$377K +3,454 +5%
State Street
10
State Street
Massachusetts
$5.99M +$337K +3,083 +5%
Comerica Bank
11
Comerica Bank
Texas
$3.75M – – –
Northern Trust
12
Northern Trust
Illinois
$3.28M -$52.3K -479 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3M +$239K +2,191 +7%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$2.96M +$74.5K +682 +2%
RIM
15
Ranger Investment Management
Texas
$2.87M -$63.4K -580 -2%
Ameriprise
16
Ameriprise
Minnesota
$2.65M -$107K -979 -3%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.4M -$164K -1,500 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.28M -$33.1K -303 -1%
Charles Schwab
19
Charles Schwab
California
$2.14M +$108K +987 +4%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$2.07M -$3.5K -32 -0.1%
TC
21
TownSquare Capital
Utah
$1.47M +$722K +6,609 +71%
SEI Investments
22
SEI Investments
Pennsylvania
$1.34M +$596K +5,458 +61%
Stifel Financial
23
Stifel Financial
Missouri
$1.27M +$465K +4,260 +45%
Morgan Stanley
24
Morgan Stanley
New York
$1.23M +$25K +229 +2%
N
25
Nuveen
North Carolina
$931K -$4.26K -39 -0.4%
1
2 3 4

OFLX Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2022, worth a combined $339M — down 17% from $408M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of OFLX and 4 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 42 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $9.58M. The largest seller was Principle Wealth Partners, cutting an estimated $8.5M.

  • 80 institutional investors held Omega Flex (OFLX) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $339M of Omega Flex stock for Q3 2022, down 17% quarter-over-quarter.
  • 4 funds opened new Omega Flex positions in Q3 2022 and 7 closed out, a net change of -3 holders.
  • The largest Omega Flex buyer in Q3 2022 was Kayne Anderson Rudnick Investment Management, an estimated $9.58M added.
  • The largest Omega Flex seller in Q3 2022 was Principle Wealth Partners, an estimated $8.5M sold.

Based on aggregated 13F filings for Q3 2022.