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50 hedge funds and large institutions have $7.27M invested in OppFi in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,650% more call options, than puts

Call options by funds: $195K | Put options by funds: $2K

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

9% more funds holding

Funds holding: 4650 (+4)

2.82% less ownership

Funds ownership: 27.26%24.44% (-2.8%)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

85% less capital invested

Capital invested by funds: $49.8M → $7.27M (-$42.5M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
22
Closed
3
Calls
$195K
Puts
$2K
Net Calls
+$193K
Net Calls Change
+$555K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5M +$159K +75,637 +12%
ECM
2
Elgethun Capital Management
South Dakota
$1.4M -$45.3K -21,554 -3%
BlackRock
3
BlackRock
New York
$1.33M -$68.7K -32,701 -5%
FM
4
Family Management
New York
$582K
State Street
5
State Street
Massachusetts
$407K +$2.52K +1,200 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$385K -$5.89K -2,802 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$252K +$16.6K +7,915 +7%
N
8
Nuveen
North Carolina
$251K -$6.3K -2,999 -2%
Northern Trust
9
Northern Trust
Illinois
$188K -$16.1K -7,653 -8%
PSC
10
Piper Sandler & Co
Minnesota
$122K
YIH
11
Y-Intercept (HK)
Hong Kong
$78.6K +$80.5K +38,318 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$62K
Charles Schwab
13
Charles Schwab
California
$60.3K -$15.4K -7,332 -20%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$59.2K
Morgan Stanley
15
Morgan Stanley
New York
$52.2K +$9.95K +4,733 +23%
Bank of America
16
Bank of America
North Carolina
$45.9K -$4.43K -2,107 -9%
E
17
Ergoteles
New York
$45.9K +$47K +22,369 New
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$42K +$1.24K +592 +3%
Group One Trading
19
Group One Trading
Illinois
$38.5K +$39.5K +18,785 New
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$32.1K +$5.55K +2,639 +20%
ICM
21
Ionic Capital Management
New York
$31.1K -$396K -188,446 -93%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$28.2K -$473 -225 -2%
Invesco
23
Invesco
Georgia
$26.7K -$54.2K -25,803 -66%
Stifel Financial
24
Stifel Financial
Missouri
$24.7K
RJA
25
Raymond James & Associates
Florida
$24.1K -$2.04K -970 -8%

OPFI Hedge Fund Activity: Q1 2023 in Review

50 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q1 2023, worth a combined $7.27M — down 85% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OPFI positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, adding an estimated $159K. The largest seller was Arete Wealth Advisors, cutting an estimated $599K.

  • 50 institutional investors held OppFi (OPFI) as of Q1 2023, up from 46 in Q4 2022.
  • Funds reported $7.27M of OppFi stock for Q1 2023, down 85% quarter-over-quarter.
  • 7 funds opened new OppFi positions in Q1 2023 and 3 closed out, a net change of +4 holders.
  • The largest OppFi buyer in Q1 2023 was Vanguard Group, an estimated $159K added.
  • The largest OppFi seller in Q1 2023 was Arete Wealth Advisors, an estimated $599K sold.

Based on aggregated 13F filings for Q1 2023.