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Omega Healthcare

525 hedge funds and large institutions have $5.11B invested in Omega Healthcare in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 196 increasing their positions, 176 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $22M

11% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $4.99B → $5.11B (+$121M)

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0.15% less ownership

Funds ownership: 66.15%65.99% (-0.15%)

1% less funds holding

Funds holding: 528525 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
525
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
7.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
60
Increased
196
Reduced
176
Closed
59
Calls
$64.2M
Puts
$22M
Net Calls
+$42.2M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
326
Southland Equity Partners
Missouri
$319K
GWWM
327
Great Waters Wealth Management
Minnesota
$317K
PAM
328
Panagora Asset Management
Massachusetts
$316K
KMWM
329
Keudell/Morrison Wealth Management
Oregon
$314K
BRWA
330
B. Riley Wealth Advisors
Florida
$313K -$456 -15 -0.2%
PGF
331
Plan Group Financial
Oklahoma
$311K +$298K +9,814 New
DM
332
Deerfield Management
New York
$310K +$298K +9,788 New
SFG
333
Sovereign Financial Group
Connecticut
$309K +$296K +9,750 New
CW
334
CreativeOne Wealth
Kansas
$306K +$90.3K +2,969 +44%
FMWA
335
Forvis Mazars Wealth Advisors
Missouri
$305K +$23.6K +777 +9%
CIM
336
Cambria Investment Management
California
$304K -$11.8K -388 -4%
AFCM
337
Applied Finance Capital Management
Puerto Rico
$303K +$882 +29 +0.3%
BAM
338
Belpointe Asset Management
Nevada
$301K -$14.8K -488 -5%
JCM
339
Jacobi Capital Management
Pennsylvania
$292K +$61.1K +2,011 +28%
NFGCM
340
Norman Fields Gottscho Capital Management
New York
$285K
MNBTD
341
Moody National Bank Trust Division
Texas
$271K -$219K -7,219 -46%
Walleye Capital
342
Walleye Capital
New York
$270K -$5.47M -179,924 -95%
FFWM
343
Future Financial Wealth Management
Ohio
$266K +$12.2K +400 +5%
FFM
344
Forum Financial Management
Illinois
$260K
PA
345
Profund Advisors
Maryland
$258K +$27.1K +892 +12%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$258K -$8.36K -275 -3%
PA
347
PFG Advisors
Arizona
$257K -$3.28K -108 -1%
Citadel Advisors
348
Citadel Advisors
Florida
$253K -$397K -13,052 -62%
CCB
349
Cutter & Co Brokerage
Missouri
$251K +$1.95K +64 +0.8%
GJWM
350
Gilliland Jeter Wealth Management
Arkansas
$250K +$240K +7,893 New

OHI Hedge Fund Activity: Q1 2024 in Review

525 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2024, worth a combined $5.11B — up 2.4% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new OHI positions and 59 closed out — a net gain of 1 holder — while 196 added to existing stakes and 176 trimmed.

The largest buyer was Amundi, adding an estimated $54.3M. The largest seller was Deutsche Bank, cutting an estimated $88.2M.

  • 525 institutional investors held Omega Healthcare (OHI) as of Q1 2024, down from 528 in Q4 2023.
  • Funds reported $5.11B of Omega Healthcare stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 60 funds opened new Omega Healthcare positions in Q1 2024 and 59 closed out, a net change of +1 holder.
  • The largest Omega Healthcare buyer in Q1 2024 was Amundi, an estimated $54.3M added.
  • The largest Omega Healthcare seller in Q1 2024 was Deutsche Bank, an estimated $88.2M sold.

Based on aggregated 13F filings for Q1 2024.