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69 hedge funds and large institutions have $17.1M invested in OppFi in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.33M

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

8% more funds holding

Funds holding: 6469 (+5)

0.98% less ownership

Funds ownership: 36.35%35.37% (-0.98%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

48% less capital invested

Capital invested by funds: $33M → $17.1M (-$15.9M)

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
16
Reduced
22
Closed
11
Calls
$2M
Puts
$1.33M
Net Calls
+$674K
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
26
Occudo Quantitative Strategies
Florida
$88.4K +$120K +35,356 New
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$87.3K +$119K +34,900 New
Squarepoint
28
Squarepoint
New York
$86.4K +$70.7K +20,820 +152%
Wells Fargo
29
Wells Fargo
California
$82.6K +$100K +29,571 +855%
Charles Schwab
30
Charles Schwab
California
$80.6K
AQR Capital Management
31
AQR Capital Management
Connecticut
$75.5K +$103K +30,195 New
BCM
32
Bridgeway Capital Management
Texas
$62.5K
CAM
33
Cresset Asset Management
Illinois
$62.5K
Barclays
34
Barclays
United Kingdom
$57.3K -$24.6K -7,247 -24%
RJA
35
Raymond James & Associates
Florida
$56.1K +$32.9K +9,689 +76%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$51K +$69.7K +20,523 New
Jane Street
37
Jane Street
New York
$49.4K -$23.6K -6,939 -26%
American Century Companies
38
American Century Companies
Missouri
$47.1K +$64.1K +18,854 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$41.6K
SPIA
40
Steward Partners Investment Advisory
New York
$39.9K +$54.2K +15,941 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$38.5K
JP Morgan Chase
42
JP Morgan Chase
New York
$37.9K +$27.8K +8,169 +117%
Stifel Financial
43
Stifel Financial
Missouri
$34.4K
HSBC Holdings
44
HSBC Holdings
United Kingdom
$33.7K +$45.8K +13,490 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$31.1K -$13.4K -3,951 -24%
Invesco
46
Invesco
Georgia
$29.4K -$84.3K -24,808 -68%
UBS Group
47
UBS Group
Switzerland
$26.9K -$3.3K -970 -8%
Bank of America
48
Bank of America
North Carolina
$25.8K -$53.6K -15,785 -60%
GI
49
GAMCO Investors
Connecticut
$25K -$17K -5,000 -33%
Osaic Holdings
50
Osaic Holdings
Arizona
$18.6K -$38.1K -11,213 -60%

OPFI Hedge Fund Activity: Q1 2024 in Review

69 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q1 2024, worth a combined $17.1M — down 48% from $33M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OPFI positions and 11 closed out — a net gain of 5 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was LB Partners, adding an estimated $2M. The largest seller was Morgan Stanley, cutting an estimated $1.16M.

  • 69 institutional investors held OppFi (OPFI) as of Q1 2024, up from 64 in Q4 2023.
  • Funds reported $17.1M of OppFi stock for Q1 2024, down 48% quarter-over-quarter.
  • 16 funds opened new OppFi positions in Q1 2024 and 11 closed out, a net change of +5 holders.
  • The largest OppFi buyer in Q1 2024 was LB Partners, an estimated $2M added.
  • The largest OppFi seller in Q1 2024 was Morgan Stanley, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2024.