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Omega Flex

97 hedge funds and large institutions have $166M invested in Omega Flex in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 9497 (+3)

0.8% less ownership

Funds ownership: 33.8%33% (-0.8%)

5% less capital invested

Capital invested by funds: $175M → $166M (-$8.67M)

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$52.5M +$3.63M +73,661 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.7M +$54.9K +1,115 +0.4%
BlackRock
3
BlackRock
New York
$13.2M +$2.2M +44,697 +20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12M -$581K -11,794 -5%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$9.97M -$11.3M -228,960 -53%
PWP
6
Principle Wealth Partners
Connecticut
$9.6M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.46M +$116K +2,358 +3%
HAIM
8
Hunter Associates Investment Management
Pennsylvania
$3.92M
State Street
9
State Street
Massachusetts
$3.73M +$120K +2,433 +3%
Millennium Management
10
Millennium Management
New York
$3.36M +$1.31M +26,497 +65%
Wells Fargo
11
Wells Fargo
California
$3.29M -$130K -2,648 -4%
Morgan Stanley
12
Morgan Stanley
New York
$2.81M +$355K +7,211 +15%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.61M +$719K +14,585 +39%
Goldman Sachs
14
Goldman Sachs
New York
$2.27M +$676K +13,722 +43%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.21M -$41.9K -850 -2%
Northern Trust
16
Northern Trust
Illinois
$1.8M +$116K +2,346 +7%
N
17
Nuveen
North Carolina
$1.46M +$970K +19,700 +207%
SEI Investments
18
SEI Investments
Pennsylvania
$1.45M +$303K +6,152 +27%
Charles Schwab
19
Charles Schwab
California
$1.4M +$45.9K +932 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.37M -$85.8K -1,741 -6%
Squarepoint
21
Squarepoint
New York
$1.21M +$828K +16,814 +226%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.17M -$98.6K -2,001 -8%
Citadel Advisors
23
Citadel Advisors
Florida
$1.13M -$618K -12,544 -36%
TC
24
TownSquare Capital
Utah
$1.02M -$129K -2,612 -11%
Jane Street
25
Jane Street
New York
$897K -$80.1K -1,625 -8%

OFLX Hedge Fund Activity: Q3 2024 in Review

97 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q3 2024, worth a combined $166M — down 5% from $175M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OFLX positions and 13 closed out — a net gain of 4 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $3.63M. The largest seller was Neuberger Berman Group, cutting an estimated $11.3M.

  • 97 institutional investors held Omega Flex (OFLX) as of Q3 2024, up from 94 in Q2 2024.
  • Funds reported $166M of Omega Flex stock for Q3 2024, down 5% quarter-over-quarter.
  • 17 funds opened new Omega Flex positions in Q3 2024 and 13 closed out, a net change of +4 holders.
  • The largest Omega Flex buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $3.63M added.
  • The largest Omega Flex seller in Q3 2024 was Neuberger Berman Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2024.