We are live on ! Find out more
OFLX icon

Omega Flex
OFLX

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.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 36.47% → 36.39% (-0.08%)

1% less funds holding

Funds holding: 94 → 93 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less capital invested

Capital invested by funds: $290M → $259M (-$30.8M)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

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
BlackRock
New York
+$2.76M
2
Morgan Stanley
Morgan Stanley
New York
+$2.41M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$410K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$368K
5
VF
Virtu Financial
New York
+$297K

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$1.43M
2
Millennium Management
Millennium Management
New York
-$1.24M
3
Wells Fargo
Wells Fargo
California
-$839K
4
Citadel Advisors
Citadel Advisors
Florida
-$664K
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$76M -$1.43M -19,176 -2%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$31.7M -$423K -5,671 -1%
BlackRock
3
BlackRock
New York
$28.3M +$2.76M +36,940 +10%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$21M -$43.5K -583 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18M -$118K -1,579 -0.6%
PWP
6
Principle Wealth Partners
Connecticut
$13.6M – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$11.2M +$206K +2,754 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.06M +$410K +5,497 +7%
HAIM
9
Hunter Associates Investment Management
Pennsylvania
$5.56M – – –
State Street
10
State Street
Massachusetts
$4.98M -$22.8K -305 -0.4%
Wells Fargo
11
Wells Fargo
California
$4.15M -$839K -11,231 -16%
Morgan Stanley
12
Morgan Stanley
New York
$3.35M +$2.41M +32,280 +212%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.23M +$368K +4,933 +12%
Northern Trust
14
Northern Trust
Illinois
$2.79M +$119K +1,588 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.86M -$217K -2,900 -10%
Charles Schwab
16
Charles Schwab
California
$1.8M +$19.9K +266 +1%
Comerica Bank
17
Comerica Bank
Texas
$1.75M -$7.54K -101 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.73M +$14K +187 +0.8%
SEI Investments
19
SEI Investments
Pennsylvania
$1.65M – – –
TC
20
TownSquare Capital
Utah
$1.57M -$72.6K -972 -4%
Ameriprise
21
Ameriprise
Minnesota
$1.46M – – –
Daiwa Securities Group
22
Daiwa Securities Group
Japan
$1.31M -$261K -3,500 -16%
N
23
Nuveen
North Carolina
$935K -$226K -3,030 -19%
Victory Capital Management
24
Victory Capital Management
Texas
$823K -$33.6K -450 -4%
Stifel Financial
25
Stifel Financial
Missouri
$764K -$195K -2,616 -19%
1
2 3 4 5

OFLX Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2023, worth a combined $259M — down 11% from $290M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of OFLX and 9 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 27 added.

The largest buyer was BlackRock, adding an estimated $2.76M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $1.43M.

  • 93 institutional investors held Omega Flex (OFLX) as of Q4 2023, down from 94 in Q3 2023.
  • Funds reported $259M of Omega Flex stock for Q4 2023, down 11% quarter-over-quarter.
  • 9 funds opened new Omega Flex positions in Q4 2023 and 10 closed out, a net change of -1 holder.
  • The largest Omega Flex buyer in Q4 2023 was BlackRock, an estimated $2.76M added.
  • The largest Omega Flex seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2023.