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Omega Healthcare

499 hedge funds and large institutions have $4.27B invested in Omega Healthcare in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 179 increasing their positions, 164 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $87.8M | Put options by funds: $53.1M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 49

2% more funds holding

Funds holding: 488499 (+11)

9% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 164

1.86% less ownership

Funds ownership: 66.28%64.42% (-1.9%)

13% less capital invested

Capital invested by funds: $4.93B → $4.27B (-$655M)

Holders
499
Holders Change
+11
Holders Change %
+2.25%
% of All Funds
8.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
179
Reduced
164
Closed
49
Calls
$87.8M
Puts
$53.1M
Net Calls
+$34.7M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Selective Wealth Management
Virginia
$98K
BWM
377
BerganKDV Wealth Management
Minnesota
$95K -$7.29K -256 -7%
WT
378
Washington Trust
Rhode Island
$95K
SWA
379
Sutton Wealth Advisors
Florida
$94.9K +$83.6K +2,937 +686%
SWM
380
SeaCrest Wealth Management
New York
$93K -$104K -3,643 -53%
HI
381
Harbour Investments
Wisconsin
$92K +$93.4K +3,281 New
FNBOSM
382
First National Bank of South Miami
Florida
$90K +$26.1K +916 +40%
AWM
383
AllSquare Wealth Management
New York
$82K
SWM
384
Sugarloaf Wealth Management
Georgia
$82K +$1.56K +55 +2%
NSIM
385
North Star Investment Management
Illinois
$78K
IRC
386
Investors Research Corp
Georgia
$77K
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$74K -$57.9K -2,034 -44%
LWP
388
Lumature Wealth Partners
Georgia
$68K +$68.3K +2,400 New
HCP
389
Hexagon Capital Partners
Arkansas
$67K
HNB
390
Huntington National Bank
Ohio
$67K +$2.53K +89 +4%
EWA
391
EverSource Wealth Advisors
Alabama
$62K +$60K +2,107 +2,107%
GEA
392
Glen Eagle Advisors
New Jersey
$58.9K -$28.4K -999 -32%
CHA
393
Carmichael Hill & Associates
Maryland
$58K
UB
394
UMB Bank
Missouri
$53K
GG
395
Gleason Group
Kentucky
$51K +$1.25K +44 +2%
PTC
396
Private Trust Company
Ohio
$48K +$48K +1,685 New
CAL
397
Capital Analysts LLC
Pennsylvania
$45K +$8.6K +302 +23%
SOW
398
State of Wyoming
Wyoming
$44K +$44.7K +1,571 New
HI
399
Hudock Inc
Pennsylvania
$42K +$740 +26 +2%
BCMLT
400
Beacon Capital Management LLC (Tennessee)
Tennessee
$41K

OHI Hedge Fund Activity: Q2 2022 in Review

499 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2022, worth a combined $4.27B — down 13% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new OHI positions and 49 closed out — a net gain of 16 holders — while 179 added to existing stakes and 164 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.5M. The largest seller was Deutsche Bank, cutting an estimated $112M.

  • 499 institutional investors held Omega Healthcare (OHI) as of Q2 2022, up from 488 in Q1 2022.
  • Funds reported $4.27B of Omega Healthcare stock for Q2 2022, down 13% quarter-over-quarter.
  • 65 funds opened new Omega Healthcare positions in Q2 2022 and 49 closed out, a net change of +16 holders.
  • The largest Omega Healthcare buyer in Q2 2022 was Morgan Stanley, an estimated $34.5M added.
  • The largest Omega Healthcare seller in Q2 2022 was Deutsche Bank, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.