Omega Healthcare
442 hedge funds and large institutions have $4.44B invested in Omega Healthcare in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 181 increasing their positions, 128 reducing their positions, and 46 closing their positions.
87% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 46
41% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 128
11% more call options, than puts
Call options by funds: $16M | Put options by funds: $14.4M
8% more funds holding
Funds holding: 410 → 442 (+32)
11.12% less ownership
Funds ownership: 84.01% → 72.89% (-11%)
23% less capital invested
Capital invested by funds: $5.76B → $4.44B (-$1.31B)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$48.7M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$48M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$45.4M |
| 4 |
D.E. Shaw & Co
New York
|
+$39.4M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$385M |
| 2 |
JP Morgan Chase
New York
|
-$160M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$116M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$85M |
| 5 |
Morgan Stanley
New York
|
-$53.4M |
OHI Hedge Fund Activity: Q4 2016 in Review
442 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2016, worth a combined $4.44B — down 23% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new OHI positions and 46 closed out — a net gain of 40 holders — while 181 added to existing stakes and 128 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $48.7M. The largest seller was Cohen & Steers, exiting entirely with an estimated $385M sold.
- 442 institutional investors held Omega Healthcare (OHI) as of Q4 2016, up from 410 in Q3 2016.
- Funds reported $4.44B of Omega Healthcare stock for Q4 2016, down 23% quarter-over-quarter.
- 86 funds opened new Omega Healthcare positions in Q4 2016 and 46 closed out, a net change of +40 holders.
- The largest Omega Healthcare buyer in Q4 2016 was Bank of New York Mellon, an estimated $48.7M added.
- The largest Omega Healthcare seller in Q4 2016 was Cohen & Steers, an estimated $385M sold.
Based on aggregated 13F filings for Q4 2016.