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Omega Healthcare

466 hedge funds and large institutions have $5.63B invested in Omega Healthcare in 2019 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 125 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 125

2% more capital invested

Capital invested by funds: $5.54B → $5.63B (+$89.7M)

0.25% more ownership

Funds ownership: 71.17%71.42% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

9% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 57

3% less funds holding

Funds holding: 480466 (-14)

40% less call options, than puts

Call options by funds: $37.8M | Put options by funds: $63.4M

Holders
466
Holders Change
-14
Holders Change %
-2.92%
% of All Funds
10.12%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
52
Increased
207
Reduced
125
Closed
57
Calls
$37.8M
Puts
$63.4M
Net Calls
-$25.6M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$109 +3 +0.9%
DWM
427
Doyle Wealth Management
Florida
$12K +$12K +330 New
CIA
428
CSat Investment Advisory
Michigan
$12K +$12.1K +332 New
AF
429
Allworth Financial
California
$11K
PWMG
430
Prestige Wealth Management Group
New Jersey
$11K
AIC
431
Archer Investment Corporation
Indiana
$10K
CFD
432
Creative Financial Designs
Indiana
$10K
FPFS
433
First Personal Financial Services
North Carolina
$10K
PMFA
434
Plante Moran Financial Advisors
Michigan
$10K +$182 +5 +2%
WCG
435
Weaver Consulting Group
California
$9K +$8.71K +239 New
OAJ
436
Ogorek Anthony Joseph
New York
$8K -$8.53K -234 -50%
CFB
437
Cullen/Frost Bankers
Texas
$8K +$7.47K +205 New
AF
438
Advisornet Financial
Minnesota
$7K
FANJ
439
Financial Architects (New Jersey)
New Jersey
$7K
OSNBOA
440
Old Second National Bank of Aurora
Illinois
$7K
POIA
441
Pin Oak Investment Advisors
Texas
$7K
TWA
442
TCI Wealth Advisors
Arizona
$7K +$5.98K +164 +863%
ADL
443
Asset Dedication LLC
California
$6K
FWM
444
Focused Wealth Management
New York
$6K
HDIM
445
Hanson & Doremus Investment Management
Vermont
$6K
HR
446
Howe & Rusling
New York
$6K
VNA
447
Valley National Advisers
Pennsylvania
$6K
GAM
448
Gemmer Asset Management
California
$5K
LWM
449
Lenox Wealth Management
Ohio
$5K
LC
450
Lindbrook Capital
California
$5K

OHI Hedge Fund Activity: Q2 2019 in Review

466 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2019, worth a combined $5.63B — up 1.6% from $5.54B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of OHI and 52 opened new positions — a net loss of 5 holders — while 125 trimmed existing stakes and 207 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $76.2M. The largest seller was Deutsche Bank, cutting an estimated $68.4M.

  • 466 institutional investors held Omega Healthcare (OHI) as of Q2 2019, down from 480 in Q1 2019.
  • Funds reported $5.63B of Omega Healthcare stock for Q2 2019, up 1.6% quarter-over-quarter.
  • 52 funds opened new Omega Healthcare positions in Q2 2019 and 57 closed out, a net change of -5 holders.
  • The largest Omega Healthcare buyer in Q2 2019 was Brookfield Corp, an estimated $76.2M added.
  • The largest Omega Healthcare seller in Q2 2019 was Deutsche Bank, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2019.