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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
SWA
501
SOA Wealth Advisors
New York
$2.5K +$61 +2 +3%
AFWM
502
Abich Financial Wealth Management
Virginia
$2.44K +$517 +17 +28%
T
503
Tidemark
California
$2.41K +$2.31K +76 New
PFBT
504
Parkside Financial Bank & Trust
Missouri
$2.19K
CJ
505
Caitlin John
Michigan
$1.98K +$30 +1 +2%
CTC
506
Central Trust Company
Missouri
$1.81K
TAM
507
Tucker Asset Management
Colorado
$1.77K
S
508
Sachetta
Massachusetts
$1.63K
SS
509
Sunbelt Securities
Texas
$1.62K +$1.55K +51 New
SFA
510
Semmax Financial Advisors
North Carolina
$1.61K +$30 +1 +2%
BC
511
Barrett & Company
Rhode Island
$1.58K
SC
512
Stephens Consulting
Michigan
$1.55K
PWMG
513
Private Wealth Management Group
New Jersey
$1.39K
HI
514
Horizon Investments
North Carolina
$1.3K +$821 +27 +180%
TWD
515
True Wealth Design
Ohio
$1.3K +$1.25K +41 New
CA
516
Clearstead Advisors
Ohio
$1.23K +$30 +1 +3%
BTI
517
Blue Trust Inc
Georgia
$1.11K -$7.57K -249 -88%
FMP
518
Financial Management Professionals
Texas
$1K
LI
519
LRI Investments
Florida
$982 +$942 +31 New
FRA
520
Front Row Advisors
California
$823 +$790 +26 New
AWM
521
Avior Wealth Management
Nebraska
$791 +$760 +25 New
WPWM
522
Western Pacific Wealth Management
Illinois
$507 +$486 +16 New
Kayne Anderson Rudnick Investment Management
523
Kayne Anderson Rudnick Investment Management
California
$279
MSWM
524
Mowery & Schoenfeld Wealth Management
Illinois
$64
FGAM
525
Financial Gravity Asset Management
Texas
$29 -$1.52K -50 -98%

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.