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Omega Flex
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Overview Fund Activity

92 hedge funds and large institutions have $257M invested in Omega Flex in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.19M
2
Wells Fargo
2
Wells Fargo
California
$4.93M
3
NG
3
Norden Group
Utah
$249K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.32M
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$204K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.07M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$74.4M
3
BlackRock
3
BlackRock
New York
$27.4M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$31.1M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$74.4M 1,049,248 -28,712 -3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$31.1M 438,857 -10,247 -2%
BlackRock
3
BlackRock
New York
$27.4M 385,724 -15,339 -4%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$21.1M 298,057 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.1M 255,458 -140 -0.1%
PWP
6
Principle Wealth Partners
Connecticut
$13.6M 192,275 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$11.5M 161,884 +2,411 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.32M 89,045 +3,060 +4%
HAIM
9
Hunter Associates Investment Management
Pennsylvania
$5.58M 78,682 -140 -0.2%
State Street
10
State Street
Massachusetts
$5.06M 71,318 +1,058 +2%
Wells Fargo
11
Wells Fargo
California
$4.93M 69,546 +10,733 +18%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.23M 45,540 -252 -0.6%
Northern Trust
13
Northern Trust
Illinois
$2.74M 38,636 -986 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.19M 30,887 +30,887 New
Renaissance Technologies
15
Renaissance Technologies
New York
$1.86M 26,180 -200 -0.8%
Charles Schwab
16
Charles Schwab
California
$1.84M 25,998 +470 +2%
Comerica Bank
17
Comerica Bank
Texas
$1.76M 24,865 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.74M 24,524 -67 -0.3%
TC
19
TownSquare Capital
Utah
$1.72M 24,243 +1,995 +9%
SEI Investments
20
SEI Investments
Pennsylvania
$1.68M 23,694 +348 +1%
Ameriprise
21
Ameriprise
Minnesota
$1.47M 20,724 – –
Daiwa Securities Group
22
Daiwa Securities Group
Japan
$1.12M 15,825 -2,709 -15%
Morgan Stanley
23
Morgan Stanley
New York
$1.07M 15,106 -32,428 -68%
Stifel Financial
24
Stifel Financial
Missouri
$891K 12,559 +1,730 +16%
Victory Capital Management
25
Victory Capital Management
Texas
$828K 11,679 – –
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