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Offerpad Solutions
OPAD

37 hedge funds and large institutions have $163M invested in Offerpad Solutions in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,968% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $157K

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

61% more capital invested

Capital invested by funds: $101M → $163M (+$62M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more funds holding

Funds holding: 34 → 37 (+3)

2.04% more ownership

Funds ownership: 3.8% → 5.84% (+2%)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
15
Reduced
5
Closed
3
Calls
$9.53M
Puts
$157K
Net Calls
+$9.37M
Net Calls Change
+$7.3M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.85M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$821K
3
Morgan Stanley
Morgan Stanley
New York
+$249K
4
Millennium Management
Millennium Management
New York
+$243K
5
Cerity Partners
Cerity Partners
New York
+$212K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$114K
2
Renaissance Technologies
Renaissance Technologies
New York
-$35.4K
3
Deutsche Bank
Deutsche Bank
Germany
-$24.8K
4
State Street
State Street
Massachusetts
-$5.45K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$908
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
26
GPS Wealth Strategies Group
Colorado
$9.74K – – –
Fidelity Investments
27
Fidelity Investments
Massachusetts
$6.06K -$908 -10 -14%
UBS Group
28
UBS Group
Switzerland
$5.84K -$545 -6 -10%
Simplex Trading
29
Simplex Trading
Illinois
$4K +$4.27K +47 New
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$2.47K – – –
CTA
31
Colonial Trust Advisors
South Carolina
$1.57K – – –
EWA
32
EverSource Wealth Advisors
Alabama
$1.32K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$1.23K +$363 +4 +50%
Wells Fargo
34
Wells Fargo
California
$1K – – –
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$328 – – –
APC
36
Aspire Private Capital
North Carolina
$205 – – –
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$196 – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$31 – – –
RA
39
Royce & Associates
New York
– -$114K -1,164 Closed
BIA
40
Bell Investment Advisors
California
– -$410 -4 Closed
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
– -$420 -4 Closed
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OPAD Hedge Fund Activity: Q4 2023 in Review

37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Offerpad Solutions (OPAD) for Q4 2023, worth a combined $163M — up 61% from $101M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OPAD positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.85M. The largest seller was Royce & Associates, exiting entirely with an estimated $114K sold.

  • 37 institutional investors held Offerpad Solutions (OPAD) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $163M of Offerpad Solutions stock for Q4 2023, up 61% quarter-over-quarter.
  • 6 funds opened new Offerpad Solutions positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest Offerpad Solutions buyer in Q4 2023 was Vanguard Group, an estimated $1.85M added.
  • The largest Offerpad Solutions seller in Q4 2023 was Royce & Associates, an estimated $114K sold.

Based on aggregated 13F filings for Q4 2023.