OppFi
OPFI
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.
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: 50 → 57 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$460K |
| 2 |
Renaissance Technologies
New York
|
+$268K |
| 3 |
CCM
Corsair Capital Management
New York
|
+$184K |
| 4 |
Millennium Management
New York
|
+$172K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Family Management
New York
|
-$449K |
| 2 |
BlackRock
New York
|
-$308K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$11.8K |
| 4 |
Citigroup
New York
|
-$7.44K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$5.82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
51
Amalgamated Bank
New York
| $3K | – | – | – |
|
52
Legal & General Group
London,
United Kingdom
| $2.87K | – | – | – |
|
|
53
Citigroup
New York
| $2.75K | -$7.44K | -3,197 | -75% |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.54K | – | – | – |
|
|
FHA
55
First Horizon Advisors
Memphis,
Tennessee
| $2.52K | +$2.33K | +1,000 | New |
|
56
Nisa Investment Advisors
St. Louis,
Missouri
| $83 | – | – | – |
|
|
57
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$11.8K | -5,805 | Closed |
|
|
ICM
58
Ionic Capital Management
New York
| – | -$5.24K | -2,567 | Closed |
|
|
CG
59
Cutler Group
San Francisco,
California
| – | -$2.55K | -1,094 | -86% |
|
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.