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50 hedge funds and large institutions have $7.27M invested in OppFi in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,650% more call options, than puts

Call options by funds: $195K | Put options by funds: $2K

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

9% more funds holding

Funds holding: 4650 (+4)

2.82% less ownership

Funds ownership: 27.26%24.44% (-2.8%)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

85% less capital invested

Capital invested by funds: $49.8M → $7.27M (-$42.5M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
22
Closed
3
Calls
$195K
Puts
$2K
Net Calls
+$193K
Net Calls Change
+$555K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$24K -$5.34K -2,539 -18%
SAM
27
Sawgrass Asset Management
Florida
$23.8K +$24.4K +11,627 New
AWA
28
Arete Wealth Advisors
Illinois
$20K -$599K -285,000 -95%
Deutsche Bank
29
Deutsche Bank
Germany
$15.9K +$4.54K +2,161 +39%
Osaic Holdings
30
Osaic Holdings
Arizona
$15.9K
JP Morgan Chase
31
JP Morgan Chase
New York
$15K -$4.28K -2,038 -22%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$12.1K
TRCT
33
Tower Research Capital (TRC)
New York
$10K +$4 +2 +0%
Barclays
34
Barclays
United Kingdom
$9.99K +$2.47K +1,175 +32%
AIG
35
American International Group
New York
$9.53K -$3.93K -1,869 -29%
CG
36
Cutler Group
California
$9K -$4.84K -2,305 -34%
UBS Group
37
UBS Group
Switzerland
$8.38K -$2.03K -965 -19%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$7.34K -$4.03K -1,919 -35%
AB
39
Amalgamated Bank
New York
$7K -$1.12K -535 -14%
Wells Fargo
40
Wells Fargo
California
$3.5K +$3.59K +1,708 New
WAM
41
Wolverine Asset Management
Illinois
$2.82K -$210 -100 -7%
OLVIG
42
Oliver Lagore Vanvalin Investment Group
Michigan
$2.56K
CFD
43
Creative Financial Designs
Indiana
$2.52K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2.5K +$1.47K +701 +135%
Legal & General Group
45
Legal & General Group
United Kingdom
$2.3K
AIP
46
Ameritas Investment Partners
Nebraska
$2.07K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1K -$5.01K -2,385 -80%
Citadel Advisors
48
Citadel Advisors
Florida
$413 +$422 +201 New
Citigroup
49
Citigroup
New York
$121 -$76 -36 -38%
Simplex Trading
50
Simplex Trading
Illinois
-$11K -5,253 Closed

OPFI Hedge Fund Activity: Q1 2023 in Review

50 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q1 2023, worth a combined $7.27M — down 85% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OPFI positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, adding an estimated $159K. The largest seller was Arete Wealth Advisors, cutting an estimated $599K.

  • 50 institutional investors held OppFi (OPFI) as of Q1 2023, up from 46 in Q4 2022.
  • Funds reported $7.27M of OppFi stock for Q1 2023, down 85% quarter-over-quarter.
  • 7 funds opened new OppFi positions in Q1 2023 and 3 closed out, a net change of +4 holders.
  • The largest OppFi buyer in Q1 2023 was Vanguard Group, an estimated $159K added.
  • The largest OppFi seller in Q1 2023 was Arete Wealth Advisors, an estimated $599K sold.

Based on aggregated 13F filings for Q1 2023.