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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
KA
476
Kozak & Associates
Colorado
$11.5K +$1.98K +65 +21%
PWMG
477
Prestige Wealth Management Group
New Jersey
$10.9K
AA
478
Addison Advisors
Vermont
$10.5K
RG
479
Retirement Group
California
$10.2K +$213 +7 +2%
BWAM
480
Boyd Watterson Asset Management
Ohio
$9.5K +$9.12K +300 New
CSB
481
City State Bank
Iowa
$9K
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$8.3K +$5.02K +165 +170%
VWM
483
Venturi Wealth Management
Texas
$7.67K -$11.4K -375 -61%
BIA
484
Bell Investment Advisors
California
$7.63K -$547 -18 -7%
BFEC
485
Benjamin F. Edwards & Company
Missouri
$6K
RIL
486
Rothschild Investment LLC
Illinois
$5.7K
QC
487
Quent Capital
New York
$5.38K
YDMI
488
Y.D. More Investments
Israel
$5.38K
SAM
489
Smartleaf Asset Management
Massachusetts
$5.28K +$5.17K +170 New
W
490
WealthCollab
Washington
$5.07K -$16.9K -556 -78%
WWM
491
Wolff Wiese Magana
California
$4.75K
MIM
492
Macroview Investment Management
Maryland
$3.69K +$61 +2 +2%
JWM
493
Janiczek Wealth Management
Colorado
$3.55K
MSG
494
Main Street Group
Virginia
$3.47K +$91 +3 +3%
DAM
495
Delta Asset Management
Tennessee
$3.23K
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$3.2K
PA
497
PSI Advisors
Florida
$3.17K -$2.37K -78 -44%
KFS
498
Kelly Financial Services
Massachusetts
$3.17K
CAL
499
Capital Advisors Ltd
Ohio
$3K +$213 +7 +9%
TPCW
500
TD Private Client Wealth
New York
$2.56K -$2.55K -84 -51%

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.