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57 hedge funds and large institutions have $10.3M invested in OppFi in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

36% more capital invested

Capital invested by funds: $7.63M → $10.3M (+$2.71M)

14% more funds holding

Funds holding: 5057 (+7)

2.36% more ownership

Funds ownership: 24.52%26.88% (+2.4%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

50% less call options, than puts

Call options by funds: $135K | Put options by funds: $271K

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
13
Reduced
16
Closed
2
Calls
$135K
Puts
$271K
Net Calls
-$136K
Net Calls Change
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$36.6K +$28K +12,048 +490%
RJA
27
Raymond James & Associates
Florida
$32.1K +$2.33K +1,000 +9%
Goldman Sachs
28
Goldman Sachs
New York
$31.7K -$44 -19 -0.2%
Stifel Financial
29
Stifel Financial
Missouri
$30.8K +$466 +200 +2%
SAM
30
Sawgrass Asset Management
Florida
$29.3K
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$28.4K -$5.82K -2,500 -18%
Invesco
32
Invesco
Georgia
$27.5K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$25.9K +$23.9K +10,280 New
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$21.5K
Osaic Holdings
35
Osaic Holdings
Arizona
$19.5K
JP Morgan Chase
36
JP Morgan Chase
New York
$17.6K -$4.59K -1,971 -22%
UBS Group
37
UBS Group
Switzerland
$15.8K -$342 -147 -2%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$14.9K
UB
39
UMB Bank
Missouri
$14.6K +$13.5K +5,796 New
AIG
40
American International Group
New York
$13.5K +$447 +192 +4%
Group One Trading
41
Group One Trading
Illinois
$11.1K
TRCT
42
Tower Research Capital (TRC)
New York
$10.4K -$1.88K -808 -16%
Simplex Trading
43
Simplex Trading
Illinois
$8K +$7.88K +3,386 New
Wells Fargo
44
Wells Fargo
California
$7.04K -$3.4K -1,463 -34%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$5.98K -$2.81K -1,205 -34%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$4K -$4.27K -1,833 -50%
WAM
47
Wolverine Asset Management
Illinois
$3.47K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$3.23K -$533 -229 -15%
OLVIG
49
Oliver Lagore Vanvalin Investment Group
Michigan
$3.15K
CFD
50
Creative Financial Designs
Indiana
$3.1K

OPFI Hedge Fund Activity: Q3 2023 in Review

57 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q3 2023, worth a combined $10.3M — up 36% from $7.63M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OPFI positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $460K. The largest seller was Family Management, cutting an estimated $449K.

  • 57 institutional investors held OppFi (OPFI) as of Q3 2023, up from 50 in Q2 2023.
  • Funds reported $10.3M of OppFi stock for Q3 2023, up 36% quarter-over-quarter.
  • 9 funds opened new OppFi positions in Q3 2023 and 2 closed out, a net change of +7 holders.
  • The largest OppFi buyer in Q3 2023 was Morgan Stanley, an estimated $460K added.
  • The largest OppFi seller in Q3 2023 was Family Management, an estimated $449K sold.

Based on aggregated 13F filings for Q3 2023.