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Omega Flex
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Overview Fund Activity

93 hedge funds and large institutions have $259M invested in Omega Flex in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$28.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.35M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$6.06M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.23M
5
Barclays
5
Barclays
United Kingdom
$367K

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$76M
2
Millennium Management
2
Millennium Management
New York
$234K
3
Wells Fargo
3
Wells Fargo
California
$4.15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$636K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$76M 1,077,960 -19,176 -2%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$31.7M 449,104 -5,671 -1%
BlackRock
3
BlackRock
New York
$28.3M 401,063 +36,940 +10%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$21M 298,057 -583 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18M 255,598 -1,579 -0.6%
PWP
6
Principle Wealth Partners
Connecticut
$13.6M 192,275 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$11.2M 159,473 +2,754 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.06M 85,985 +5,497 +7%
HAIM
9
Hunter Associates Investment Management
Pennsylvania
$5.56M 78,822 – –
State Street
10
State Street
Massachusetts
$4.98M 70,260 -305 -0.4%
Wells Fargo
11
Wells Fargo
California
$4.15M 58,813 -11,231 -16%
Morgan Stanley
12
Morgan Stanley
New York
$3.35M 47,534 +32,280 +212%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.23M 45,792 +4,933 +12%
Northern Trust
14
Northern Trust
Illinois
$2.79M 39,622 +1,588 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.86M 26,380 -2,900 -10%
Charles Schwab
16
Charles Schwab
California
$1.8M 25,528 +266 +1%
Comerica Bank
17
Comerica Bank
Texas
$1.75M 24,865 -101 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.73M 24,591 +187 +0.8%
SEI Investments
19
SEI Investments
Pennsylvania
$1.65M 23,346 – –
TC
20
TownSquare Capital
Utah
$1.57M 22,248 -972 -4%
Ameriprise
21
Ameriprise
Minnesota
$1.46M 20,724 – –
Daiwa Securities Group
22
Daiwa Securities Group
Japan
$1.31M 18,534 -3,500 -16%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$935K 13,265 -3,030 -19%
Victory Capital Management
24
Victory Capital Management
Texas
$823K 11,679 -450 -4%
Stifel Financial
25
Stifel Financial
Missouri
$764K 10,829 -2,616 -19%
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