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Omega Flex

96 hedge funds and large institutions have $138M invested in Omega Flex in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

0.38% less ownership

Funds ownership: 33%32.62% (-0.38%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 9796 (-1)

17% less capital invested

Capital invested by funds: $166M → $138M (-$28.1M)

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
24
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
$45.1M +$1.19M +24,466 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.4M +$1.11M +22,833 +8%
BlackRock
3
BlackRock
New York
$10.4M -$826K -16,969 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.1M +$69.1K +1,421 +0.6%
PWP
5
Principle Wealth Partners
Connecticut
$8.07M
Neuberger Berman Group
6
Neuberger Berman Group
New York
$4.78M -$4.18M -85,875 -43%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.78M +$37.4K +769 +0.9%
HAIM
8
Hunter Associates Investment Management
Pennsylvania
$3.3M
Morgan Stanley
9
Morgan Stanley
New York
$3.25M +$1.03M +21,188 +38%
State Street
10
State Street
Massachusetts
$3.25M +$123K +2,531 +3%
Wells Fargo
11
Wells Fargo
California
$3.16M +$453K +9,311 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.5M +$742K +15,242 +34%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.21M +$19.5K +400 +0.8%
Goldman Sachs
14
Goldman Sachs
New York
$1.93M +$22.2K +456 +1%
Millennium Management
15
Millennium Management
New York
$1.7M -$1.3M -26,787 -40%
Northern Trust
16
Northern Trust
Illinois
$1.53M +$24.3K +499 +1%
SEI Investments
17
SEI Investments
Pennsylvania
$1.31M +$102K +2,103 +7%
N
18
Nuveen
North Carolina
$1.23M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.19M +$44.3K +911 +3%
Charles Schwab
20
Charles Schwab
California
$1.18M +$8.71K +179 +0.6%
TC
21
TownSquare Capital
Utah
$1.14M +$331K +6,810 +33%
Citadel Advisors
22
Citadel Advisors
Florida
$999K +$54.7K +1,124 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$847K +$325K +6,674 +49%
II
24
Inspire Investing
Idaho
$804K +$90.3K +1,856 +11%
Two Sigma Investments
25
Two Sigma Investments
New York
$757K -$261K -5,375 -23%

OFLX Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q4 2024, worth a combined $138M — down 17% from $166M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OFLX and 12 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 42 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $1.19M. The largest seller was Neuberger Berman Group, cutting an estimated $4.18M.

  • 96 institutional investors held Omega Flex (OFLX) as of Q4 2024, down from 97 in Q3 2024.
  • Funds reported $138M of Omega Flex stock for Q4 2024, down 17% quarter-over-quarter.
  • 12 funds opened new Omega Flex positions in Q4 2024 and 13 closed out, a net change of -1 holder.
  • The largest Omega Flex buyer in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $1.19M added.
  • The largest Omega Flex seller in Q4 2024 was Neuberger Berman Group, an estimated $4.18M sold.

Based on aggregated 13F filings for Q4 2024.