OPFI icon

OppFi
OPFI

Overview Fund Activity

46 hedge funds and large institutions have $49.8M invested in OppFi in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
11
Closed
6
Calls
$153K
Puts
$515K
Net Calls
-$362K
Net Calls Change
-$431K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$42.3M
2
ICM
Ionic Capital Management
New York
+$367K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$134K
4
BlackRock
BlackRock
New York
+$83.5K
5
State Street
State Street
Massachusetts
+$80.8K

Top Sellers

1
CAMG
CWA Asset Management Group
Florida
-$315K
2
RA
Royce & Associates
New York
-$82K
3
ECM
Elgethun Capital Management
South Dakota
-$70.6K
4
GI
GAMCO Investors
Connecticut
-$64K
5
SAM
Sawgrass Asset Management
Florida
-$27K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$42.3M +$42.3M +300,000 New
ECM
2
Elgethun Capital Management
South Dakota
$1.4M -$70.6K -35,106 -5%
BlackRock
3
BlackRock
New York
$1.4M +$83.5K +40,723 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34M +$134K +65,525 +11%
FM
5
Family Management
New York
$582K – – –
ICM
6
Ionic Capital Management
New York
$417K +$367K +179,161 +733%
State Street
7
State Street
Massachusetts
$405K +$80.8K +39,399 +25%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$390K +$1.33K +652 +0.3%
Nuveen Asset Management
9
Nuveen Asset Management
Illinois
$257K +$29.9K +14,567 +13%
Renaissance Technologies
10
Renaissance Technologies
New York
$236K +$205 +100 +0.1%
Northern Trust
11
Northern Trust
Illinois
$204K +$3.06K +1,490 +2%
PSC
12
Piper Sandler & Co
Minnesota
$122K – – –
Invesco
13
Invesco
Georgia
$79.6K +$51.8K +25,269 +186%
Charles Schwab
14
Charles Schwab
California
$75.3K – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$62K – – –
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$59K – – –
Bank of America
17
Bank of America
North Carolina
$50.2K +$26K +12,705 +108%
Morgan Stanley
18
Morgan Stanley
New York
$42.5K +$6.82K +3,327 +19%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$41K -$3.59K -1,743 -8%
Mariner
20
Mariner
Kansas
$30K +$30K +14,477 New
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$28.7K +$256 +125 +0.9%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$26.7K -$584 -285 -2%
RJA
23
Raymond James & Associates
Florida
$26K -$8.2K -4,000 -24%
Stifel Financial
24
Stifel Financial
Missouri
$24.7K +$2.05K +1,000 +9%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$19K +$1.45K +719 +8%
1
2 3