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Omega Flex
OFLX

80 hedge funds and large institutions have $338M invested in Omega Flex in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.18% more ownership

Funds ownership: 38.26% → 38.44% (+0.18%)

0% more funds holding

Funds holding: 80 → 80 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $339M → $338M (-$970K)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
35
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$1.86M
2
SEI Investments
SEI Investments
Pennsylvania
+$1.06M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$877K
4
TC
TownSquare Capital
Utah
+$453K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$237K

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$611K
3
Wells Fargo
Wells Fargo
California
-$448K
4
AWM
Axxcess Wealth Management
California
-$255K
5
CCA
Conestoga Capital Advisors
Pennsylvania
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$106M -$2.79M -29,498 -3%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$50.9M -$255K -2,692 -0.5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$44M +$175K +1,847 +0.4%
BlackRock
4
BlackRock
New York
$29.1M +$1.86M +19,638 +7%
PWP
5
Principle Wealth Partners
Connecticut
$17.9M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.3M +$56.6K +598 +0.4%
HAIM
7
Hunter Associates Investment Management
Pennsylvania
$7.31M – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.74M -$35.1K -371 -0.5%
Wells Fargo
9
Wells Fargo
California
$6.49M -$448K -4,730 -6%
State Street
10
State Street
Massachusetts
$6.26M +$202K +2,129 +3%
Comerica Bank
11
Comerica Bank
Texas
$4.27M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.89M +$877K +9,261 +29%
Northern Trust
13
Northern Trust
Illinois
$3.32M +$10.1K +107 +0.3%
RIM
14
Ranger Investment Management
Texas
$2.96M +$67K +708 +2%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$2.9M -$85.2K -900 -3%
Ameriprise
16
Ameriprise
Minnesota
$2.68M +$6.34K +67 +0.2%
SEI Investments
17
SEI Investments
Pennsylvania
$2.4M +$1.06M +11,200 +77%
Renaissance Technologies
18
Renaissance Technologies
New York
$2.31M -$104K -1,100 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.25M -$52.7K -557 -2%
Charles Schwab
20
Charles Schwab
California
$2.18M +$23.6K +249 +1%
TC
21
TownSquare Capital
Utah
$1.93M +$453K +4,787 +30%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.87M -$221K -2,333 -10%
Morgan Stanley
23
Morgan Stanley
New York
$1.32M +$75K +792 +6%
AAM
24
Azzad Asset Management
Virginia
$1.14M +$219K +2,317 +23%
Stifel Financial
25
Stifel Financial
Missouri
$1.07M -$207K -2,190 -16%
1
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OFLX Hedge Fund Activity: Q4 2022 in Review

80 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2022, worth a combined $338M — down 0.29% from $339M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OFLX positions and 5 closed out — a net gain of 1 holder — while 35 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $1.86M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $2.79M.

  • 80 institutional investors held Omega Flex (OFLX) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $338M of Omega Flex stock for Q4 2022, down 0.29% quarter-over-quarter.
  • 6 funds opened new Omega Flex positions in Q4 2022 and 5 closed out, a net change of +1 holder.
  • The largest Omega Flex buyer in Q4 2022 was BlackRock, an estimated $1.86M added.
  • The largest Omega Flex seller in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2022.