Omega Healthcare
427 hedge funds and large institutions have $4.64B invested in Omega Healthcare in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 126 reducing their positions, and 40 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 126
30% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 40
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2% more funds holding
Funds holding: 420 → 427 (+7)
4% less capital invested
Capital invested by funds: $4.82B → $4.64B (-$174M)
2.77% less ownership
Funds ownership: 74.26% → 71.48% (-2.8%)
81% less call options, than puts
Call options by funds: $47.8M | Put options by funds: $250M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$105M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$62.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.3M |
| 5 |
BlackRock
New York
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$73.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$69.8M |
| 3 |
JP Morgan Chase
New York
|
-$39.7M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$29.9M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$29.4M |
OHI Hedge Fund Activity: Q2 2017 in Review
427 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2017, worth a combined $4.64B — down 3.6% from $4.82B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new OHI positions and 40 closed out — a net gain of 12 holders — while 180 added to existing stakes and 126 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $73.8M.
- 427 institutional investors held Omega Healthcare (OHI) as of Q2 2017, up from 420 in Q1 2017.
- Funds reported $4.64B of Omega Healthcare stock for Q2 2017, down 3.6% quarter-over-quarter.
- 52 funds opened new Omega Healthcare positions in Q2 2017 and 40 closed out, a net change of +12 holders.
- The largest Omega Healthcare buyer in Q2 2017 was Principal Financial Group, an estimated $105M added.
- The largest Omega Healthcare seller in Q2 2017 was Morgan Stanley, an estimated $73.8M sold.
Based on aggregated 13F filings for Q2 2017.