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Omega Healthcare

416 hedge funds and large institutions have $3.87B invested in Omega Healthcare in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 146 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% more funds holding

Funds holding: 415416 (+1)

0% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $4.03B → $3.87B (-$163M)

1.89% less ownership

Funds ownership: 73.93%72.05% (-1.9%)

42% less call options, than puts

Call options by funds: $46.3M | Put options by funds: $80.1M

Holders
416
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
146
Reduced
146
Closed
46
Calls
$46.3M
Puts
$80.1M
Net Calls
-$33.8M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
351
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K
APP
352
Avantax Planning Partners
Iowa
$24K +$23.7K +889 New
S
353
SignatureFD
Georgia
$23K +$22.6K +846 New
FPS
354
Fieldpoint Private Securities
Connecticut
$22K
BFEC
355
Benjamin F. Edwards & Company
Missouri
$21K +$373 +14 +2%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$20K +$17.7K +664 +772%
RFWA
357
RPg Family Wealth Advisory
Massachusetts
$18.9K
OIA
358
Optimum Investment Advisors
Illinois
$18K +$17.3K +650 New
VIA
359
Vantage Investment Advisors
Pennsylvania
$18K +$17.3K +650 New
CFD
360
Creative Financial Designs
Indiana
$17K -$2.67K -100 -13%
FCFS
361
First Command Financial Services
Texas
$17K
FCB
362
First Command Bank
Texas
$17K
DVM
363
Dreman Value Management
Florida
$15K
VFA
364
Valeo Financial Advisors
Indiana
$15K
CCMW
365
Cypress Capital Management (Wyoming)
Wyoming
$14K
MFBTD
366
MB Financial Bank - Trust Department
Illinois
$14K
FPFS
367
First Personal Financial Services
North Carolina
$14K +$10.8K +406 +344%
NWM
368
Northwest Wealth Management
Iowa
$14K +$13.3K +500 New
PWAG
369
Polaris Wealth Advisory Group
California
$14K +$13.3K +500 New
GEA
370
Glen Eagle Advisors
New Jersey
$12.2K -$20.5K -770 -63%
GRP
371
Global Retirement Partners
California
$12K -$101K -3,776 -89%
WAP
372
Wealthcare Advisory Partners
Pennsylvania
$12K -$8.51K -319 -43%
LWA
373
Lowe Wealth Advisors
Maryland
$12K
AF
374
Advisornet Financial
Minnesota
$11K -$4.4K -165 -28%
IF
375
Ironwood Financial
Arizona
$11K

OHI Hedge Fund Activity: Q1 2018 in Review

416 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2018, worth a combined $3.87B — down 4% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new OHI positions and 46 closed out — a net gain of 4 holders — while 146 added to existing stakes and 146 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $51.7M. The largest seller was Vanguard Group, cutting an estimated $67.2M.

  • 416 institutional investors held Omega Healthcare (OHI) as of Q1 2018, up from 415 in Q4 2017.
  • Funds reported $3.87B of Omega Healthcare stock for Q1 2018, down 4% quarter-over-quarter.
  • 50 funds opened new Omega Healthcare positions in Q1 2018 and 46 closed out, a net change of +4 holders.
  • The largest Omega Healthcare buyer in Q1 2018 was Cohen & Steers, an estimated $51.7M added.
  • The largest Omega Healthcare seller in Q1 2018 was Vanguard Group, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2018.