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Omega Healthcare

431 hedge funds and large institutions have $4.53B invested in Omega Healthcare in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $3.87B → $4.53B (+$666M)

4% more funds holding

Funds holding: 416431 (+15)

1.59% more ownership

Funds ownership: 72.05%73.63% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

16% less call options, than puts

Call options by funds: $67.4M | Put options by funds: $80.7M

Holders
431
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
52
Increased
134
Reduced
146
Closed
34
Calls
$67.4M
Puts
$80.7M
Net Calls
-$13.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
SignatureFD
Georgia
$24K -$1.94K -68 -8%
RFA
377
Reilly Financial Advisors
California
$23K -$1.28M -44,740 -98%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$23K +$21.3K +747 New
GEA
379
Glen Eagle Advisors
New Jersey
$22.3K +$7.72K +270 +60%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$21K -$2.49K -87 -11%
KJWM
381
Kiley Juergens Wealth Management
Washington
$21K +$20K +700 New
CFD
382
Creative Financial Designs
Indiana
$20K
OIA
383
Optimum Investment Advisors
Illinois
$20K
SIS
384
Sound Income Strategies
Florida
$20K +$11.3K +395 +152%
CBT
385
Capital Bank & Trust
California
$17K +$15.3K +536 New
JA
386
JOYN Advisors
Georgia
$17K +$15.7K +550 +5,000%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$16K -$7.14K -250 -33%
CCMW
388
Cypress Capital Management (Wyoming)
Wyoming
$16K
MFBTD
389
MB Financial Bank - Trust Department
Illinois
$16K
NWM
390
Northwest Wealth Management
Iowa
$16K
GRP
391
Global Retirement Partners
California
$14K
LWA
392
Lowe Wealth Advisors
Maryland
$14K
PWAG
393
Polaris Wealth Advisory Group
California
$14K
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$14K +$286 +10 +2%
FPFS
395
First Personal Financial Services
North Carolina
$13K -$3.29K -115 -22%
IF
396
Ironwood Financial
Arizona
$13K
AF
397
Advisornet Financial
Minnesota
$13K +$257 +9 +2%
SWA
398
Sutton Wealth Advisors
Florida
$12.5K
CAC
399
Certified Advisory Corp
Florida
$12K
WTB
400
Washington Trust Bank
Washington
$12K

OHI Hedge Fund Activity: Q2 2018 in Review

431 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2018, worth a combined $4.53B — up 17% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OHI positions and 34 closed out — a net gain of 18 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $45.8M. The largest seller was Principal Financial Group, cutting an estimated $46.6M.

  • 431 institutional investors held Omega Healthcare (OHI) as of Q2 2018, up from 416 in Q1 2018.
  • Funds reported $4.53B of Omega Healthcare stock for Q2 2018, up 17% quarter-over-quarter.
  • 52 funds opened new Omega Healthcare positions in Q2 2018 and 34 closed out, a net change of +18 holders.
  • The largest Omega Healthcare buyer in Q2 2018 was Deutsche Bank, an estimated $45.8M added.
  • The largest Omega Healthcare seller in Q2 2018 was Principal Financial Group, an estimated $46.6M sold.

Based on aggregated 13F filings for Q2 2018.