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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$18K +$15.6K +4,584 +200%
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$14.1K
AIG
53
American International Group
New York
$13.3K -$153 -45 -0.8%
Simplex Trading
54
Simplex Trading
Illinois
$12K +$16.3K +4,805 New
TRCT
55
Tower Research Capital (TRC)
New York
$11.2K +$3.62K +1,066 +31%
Citigroup
56
Citigroup
New York
$5.94K -$516 -152 -6%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$3.54K -$105 -31 -2%
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$3.13K
CFD
59
Creative Financial Designs
Indiana
$3.08K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.06K -$1.86K -549 -31%
Legal & General Group
61
Legal & General Group
United Kingdom
$2.82K
TWC
62
TD Waterhouse Canada
Ontario, Canada
$2.62K +$3.58K +1,052 New
AIP
63
Ameritas Investment Partners
Nebraska
$2.52K
FHA
64
First Horizon Advisors
Tennessee
$2.5K
AB
65
Amalgamated Bank
New York
$1K -$2.19K -644 -66%
Citadel Advisors
66
Citadel Advisors
Florida
$875 -$297K -87,480 -100%
GI
67
GAMMA Investing
California
$375 +$510 +150 New
NA
68
NewEdge Advisors
Louisiana
$6 +$3 +1 +100%
AWM
69
Avior Wealth Management
Nebraska
$2 +$3 +1 New
EI
70
EAM Investors
California
-$1.03M -200,800 Closed
VF
71
Virtu Financial
New York
-$202K -39,448 Closed
TDC
72
Thompson Davis & Co
Virginia
-$186K -36,400 Closed
MAM
73
Martingale Asset Management
Massachusetts
-$145K -28,250 Closed
PWM
74
Prosperity Wealth Management
California
-$136K -26,550 Closed
Mariner
75
Mariner
Kansas
-$97.4K -19,017 Closed

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.