OppFi
OPFI
82 hedge funds and large institutions have $42.1M invested in OppFi in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
66% more capital invested
Capital invested by funds: $25.3M → $42.1M (+$16.8M)
27% more call options, than puts
Call options by funds: $1.69M | Put options by funds: $1.33M
21% more funds holding
Funds holding: 68 → 82 (+14)
6.43% more ownership
Funds ownership: 37.51% → 43.94% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$2.16M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$813K |
| 3 |
Renaissance Technologies
New York
|
+$485K |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$312K |
| 5 |
BlackRock
New York
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$181K |
| 2 |
Millennium Management
New York
|
-$153K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$81.2K |
| 4 |
Morgan Stanley
New York
|
-$78.6K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$74.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCG
76
Transcendent Capital Group
Edmond,
Oklahoma
| $2.37K | +$2.08K | +500 | New |
|
|
AB
77
Amalgamated Bank
New York
| $2K | – | – | – |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$340 | +82 | +70% |
|
|
GI
79
GAMMA Investing
Foster City,
California
| $710 | – | – | – |
|
80
Federated Hermes
Pittsburgh,
Pennsylvania
| $530 | +$465 | +112 | New |
|
|
SCM
81
Sterling Capital Management
Charlotte,
North Carolina
| $90 | +$79 | +19 | New |
|
|
CPA
82
Capital Performance Advisors
Walnut Creek,
California
| $33 | +$29 | +7 | New |
|
83
Stifel Financial
St. Louis,
Missouri
| – | -$48.7K | -14,375 | Closed |
|
84
HSBC Holdings
London,
United Kingdom
| – | -$45.8K | -13,417 | Closed |
|
|
GI
85
GAMCO Investors
Greenwich,
Connecticut
| – | -$33.9K | -10,000 | Closed |
|
|
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$4.24K | -1,250 | Closed |
|
87
Group One Trading
Chicago,
Illinois
| – | -$4.97K | -1,197 | Closed |
|
88
Belvedere Trading
Chicago,
Illinois
| – | -$271 | -80 | Closed |
|
OPFI Hedge Fund Activity: Q3 2024 in Review
82 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q3 2024, worth a combined $42.1M — up 66% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new OPFI positions and 6 closed out — a net gain of 14 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $2.16M. The largest seller was Invesco, cutting an estimated $181K.
- 82 institutional investors held OppFi (OPFI) as of Q3 2024, up from 68 in Q2 2024.
- Funds reported $42.1M of OppFi stock for Q3 2024, up 66% quarter-over-quarter.
- 20 funds opened new OppFi positions in Q3 2024 and 6 closed out, a net change of +14 holders.
- The largest OppFi buyer in Q3 2024 was Segall Bryant & Hamill, an estimated $2.16M added.
- The largest OppFi seller in Q3 2024 was Invesco, an estimated $181K sold.
Based on aggregated 13F filings for Q3 2024.