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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
MG
401
Mather Group
Illinois
$116K +$115K +3,790 New
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$115K -$6.02K -198 -5%
QCG
403
Quadrant Capital Group
Ohio
$106K -$15K -492 -13%
CFGS
404
Concourse Financial Group Securities
Alabama
$99.4K -$30.6K -1,006 -24%
UCB
405
United Community Bank
South Carolina
$98.4K +$2.43K +80 +3%
IGWM
406
ICA Group Wealth Management
Colorado
$95K
NI
407
NCP Inc
California
$95K +$91.2K +3,000 New
IPW
408
Impact Partnership Wealth
Georgia
$92.3K +$4.35K +143 +5%
NSIM
409
North Star Investment Management
Illinois
$87.9K
IRC
410
Investors Research Corp
Georgia
$86.5K
AWM
411
AllSquare Wealth Management
New York
$85.5K
LFG
412
Larson Financial Group
Missouri
$83.3K +$1.67K +55 +2%
AEPWM
413
Atlantic Edge Private Wealth Management
Florida
$83.1K
HCP
414
Hexagon Capital Partners
Arkansas
$75.2K
AF
415
Allworth Financial
California
$70K -$19.5K -643 -23%
CWC
416
Carolinas Wealth Consulting
North Carolina
$67.5K +$790 +26 +1%
APC
417
Aspire Private Capital
North Carolina
$67.3K +$821 +27 +1%
GG
418
Gleason Group
Kentucky
$67.1K +$1.34K +44 +2%
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.2K
TFA
420
Toth Financial Advisory
Virginia
$65.9K
CHA
421
Carmichael Hill & Associates
Maryland
$65.6K
HCM
422
Highlander Capital Management
New Jersey
$60.2K +$19.8K +650 +52%
SWM
423
Sugarloaf Wealth Management
Georgia
$59.6K -$33.4K -1,099 -37%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$56.8K -$53.9K -1,772 -50%
IA
425
IFP Advisors
Florida
$56.2K +$35.1K +1,153 +186%

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.