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Omega Flex
OFLX

94 hedge funds and large institutions have $175M invested in Omega Flex in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more funds holding

Funds holding: 92 → 94 (+2)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

2.04% less ownership

Funds ownership: 35.84% → 33.8% (-2%)

32% less capital invested

Capital invested by funds: $257M → $175M (-$81.7M)

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
30
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.45M
2
Millennium Management
Millennium Management
New York
+$2.6M
3
Morgan Stanley
Morgan Stanley
New York
+$2.17M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.69M
5
Goldman Sachs
Goldman Sachs
New York
+$1.53M

Top Sellers

1
CCA
Conestoga Capital Advisors
Pennsylvania
-$16.4M
2
BlackRock
BlackRock
New York
-$10.6M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4.6M
4
Ameriprise
Ameriprise
Minnesota
-$1.47M
5
Comerica Bank
Comerica Bank
Texas
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$50.1M -$4.6M -72,135 -7%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$22M -$643K -10,082 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.1M +$8.45M +132,451 +82%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.9M -$215K -3,368 -1%
BlackRock
5
BlackRock
New York
$11.3M -$10.6M -165,785 -43%
PWP
6
Principle Wealth Partners
Connecticut
$9.86M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.46M -$130K -2,041 -2%
HAIM
8
Hunter Associates Investment Management
Pennsylvania
$4.03M – – –
State Street
9
State Street
Massachusetts
$3.7M +$28.4K +445 +0.6%
Wells Fargo
10
Wells Fargo
California
$3.52M -$59.4K -930 -1%
Morgan Stanley
11
Morgan Stanley
New York
$2.52M +$2.17M +34,022 +225%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.31M -$30.2K -473 -1%
CCA
13
Conestoga Capital Advisors
Pennsylvania
$2.14M -$16.4M -256,357 -86%
Millennium Management
14
Millennium Management
New York
$2.09M +$2.6M +40,763 New
Renaissance Technologies
15
Renaissance Technologies
New York
$1.93M +$735K +11,515 +44%
Citadel Advisors
16
Citadel Advisors
Florida
$1.81M +$1.69M +26,487 +303%
Northern Trust
17
Northern Trust
Illinois
$1.73M -$316K -4,956 -13%
Goldman Sachs
18
Goldman Sachs
New York
$1.63M +$1.53M +24,049 +313%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.49M -$112K -1,762 -6%
Charles Schwab
20
Charles Schwab
California
$1.39M +$65.2K +1,022 +4%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.3M +$1.27M +19,845 +356%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.2M -$66.9K -1,048 -4%
TC
23
TownSquare Capital
Utah
$1.18M -$78.8K -1,235 -5%
SEI Investments
24
SEI Investments
Pennsylvania
$1.18M -$48.8K -765 -3%
Marshall Wace
25
Marshall Wace
United Kingdom
$1.06M +$893K +13,999 +207%
1
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OFLX Hedge Fund Activity: Q2 2024 in Review

94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q2 2024, worth a combined $175M — down 32% from $257M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OFLX positions and 16 closed out — a net gain of 3 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.45M. The largest seller was Conestoga Capital Advisors, cutting an estimated $16.4M.

  • 94 institutional investors held Omega Flex (OFLX) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $175M of Omega Flex stock for Q2 2024, down 32% quarter-over-quarter.
  • 19 funds opened new Omega Flex positions in Q2 2024 and 16 closed out, a net change of +3 holders.
  • The largest Omega Flex buyer in Q2 2024 was Vanguard Group, an estimated $8.45M added.
  • The largest Omega Flex seller in Q2 2024 was Conestoga Capital Advisors, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2024.