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50 hedge funds and large institutions have $7.63M invested in OppFi in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,750% more call options, than puts

Call options by funds: $177K | Put options by funds: $2K

5% more capital invested

Capital invested by funds: $7.27M → $7.63M (+$353K)

0.07% more ownership

Funds ownership: 24.44%24.52% (+0.07%)

0% more funds holding

Funds holding: 5050 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
18
Closed
4
Calls
$177K
Puts
$2K
Net Calls
+$175K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$22.3K -$4.37K -2,104 -16%
JP Morgan Chase
27
JP Morgan Chase
New York
$18.2K +$3.26K +1,568 +21%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$17.4K -$14.8K -7,125 -46%
Osaic Holdings
29
Osaic Holdings
Arizona
$15.8K
UBS Group
30
UBS Group
Switzerland
$13.1K +$4.84K +2,329 +57%
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$12K
Deutsche Bank
32
Deutsche Bank
Germany
$11.8K -$4.01K -1,931 -25%
AIG
33
American International Group
New York
$10.6K +$1.1K +530 +11%
TRCT
34
Tower Research Capital (TRC)
New York
$10K -$227 -109 -2%
Group One Trading
35
Group One Trading
Illinois
$9.02K -$29.9K -14,365 -76%
Citigroup
36
Citigroup
New York
$8.74K +$8.79K +4,228 +7,166%
Wells Fargo
37
Wells Fargo
California
$8.69K +$5.3K +2,549 +149%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$7.3K -$4 -2 -0.1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$7K +$6.45K +3,105 +534%
ICM
40
Ionic Capital Management
New York
$5.24K -$26.2K -12,596 -83%
Barclays
41
Barclays
United Kingdom
$5.01K -$5.02K -2,416 -50%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$3.08K +$597 +287 +23%
WAM
43
Wolverine Asset Management
Illinois
$2.81K
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$2.55K
CFD
45
Creative Financial Designs
Indiana
$2.51K
Legal & General Group
46
Legal & General Group
United Kingdom
$2.31K
AIP
47
Ameritas Investment Partners
Nebraska
$2.06K
CG
48
Cutler Group
California
$2K -$6.67K -3,211 -72%
AB
49
Amalgamated Bank
New York
$2K -$4.48K -2,157 -67%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$67 -$56 -27 -45%

OPFI Hedge Fund Activity: Q2 2023 in Review

50 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q2 2023, worth a combined $7.63M — up 4.9% from $7.27M a quarter earlier.

Fund positioning in OPFI was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $207K. The largest seller was Y-Intercept (HK), exiting entirely with an estimated $78.6K sold.

  • 50 institutional investors held OppFi (OPFI) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $7.63M of OppFi stock for Q2 2023, up 4.9% quarter-over-quarter.
  • 4 funds opened new OppFi positions in Q2 2023 and 4 closed out, a net change of 0 holders.
  • The largest OppFi buyer in Q2 2023 was BlackRock, an estimated $207K added.
  • The largest OppFi seller in Q2 2023 was Y-Intercept (HK), an estimated $78.6K sold.

Based on aggregated 13F filings for Q2 2023.