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Omega Flex
OFLX

91 hedge funds and large institutions have $385M invested in Omega Flex in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

8% more funds holding

Funds holding: 84 → 91 (+7)

0.53% less ownership

Funds ownership: 37.32% → 36.79% (-0.53%)

8% less capital invested

Capital invested by funds: $420M → $385M (-$34.4M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
35
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.7M
3
BlackRock
BlackRock
New York
+$2M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.34M
5
Renaissance Technologies
Renaissance Technologies
New York
+$976K

Top Sellers

1
CCA
Conestoga Capital Advisors
Pennsylvania
-$21.1M
2
Ameriprise
Ameriprise
Minnesota
-$1.78M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$233K
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$115M +$423K +3,944 +0.4%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$47.3M -$1.5M -13,969 -3%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$36.6M -$21.1M -196,879 -36%
BlackRock
4
BlackRock
New York
$31.4M +$2M +18,649 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.5M +$152K +1,415 +0.6%
PWP
6
Principle Wealth Partners
Connecticut
$20M – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$16.1M +$179K +1,672 +1%
HAIM
8
Hunter Associates Investment Management
Pennsylvania
$8.12M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.84M +$243K +2,268 +3%
Wells Fargo
10
Wells Fargo
California
$7.52M -$10.2K -95 -0.1%
State Street
11
State Street
Massachusetts
$7.24M +$108K +1,004 +1%
Millennium Management
12
Millennium Management
New York
$5.01M +$4.9M +45,683 +1,736%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.2M -$111K -1,033 -2%
Northern Trust
14
Northern Trust
Illinois
$3.88M +$119K +1,106 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$3.61M +$2.7M +25,210 +262%
Renaissance Technologies
16
Renaissance Technologies
New York
$3.37M +$976K +9,100 +39%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$2.63M -$209K -1,950 -7%
TC
18
TownSquare Capital
Utah
$2.51M +$368K +3,429 +17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.48M -$22.7K -212 -0.9%
Ameriprise
20
Ameriprise
Minnesota
$2.46M -$1.78M -16,559 -41%
Charles Schwab
21
Charles Schwab
California
$2.43M +$10.2K +95 +0.4%
SEI Investments
22
SEI Investments
Pennsylvania
$2.42M – – –
Morgan Stanley
23
Morgan Stanley
New York
$1.86M +$664K +6,194 +53%
Stifel Financial
24
Stifel Financial
Missouri
$1.42M +$53K +494 +4%
N
25
Nuveen
North Carolina
$1.42M +$449K +4,190 +44%
1
2 3 4

OFLX Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q2 2023, worth a combined $385M — down 8.2% from $420M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OFLX positions and 4 closed out — a net gain of 7 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.9M. The largest seller was Conestoga Capital Advisors, cutting an estimated $21.1M.

  • 91 institutional investors held Omega Flex (OFLX) as of Q2 2023, up from 84 in Q1 2023.
  • Funds reported $385M of Omega Flex stock for Q2 2023, down 8.2% quarter-over-quarter.
  • 11 funds opened new Omega Flex positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Omega Flex buyer in Q2 2023 was Millennium Management, an estimated $4.9M added.
  • The largest Omega Flex seller in Q2 2023 was Conestoga Capital Advisors, an estimated $21.1M sold.

Based on aggregated 13F filings for Q2 2023.