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50 hedge funds and large institutions have $7.63M invested in OppFi in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,750% more call options, than puts

Call options by funds: $177K | Put options by funds: $2K

5% more capital invested

Capital invested by funds: $7.27M → $7.63M (+$353K)

0.07% more ownership

Funds ownership: 24.44%24.52% (+0.07%)

0% more funds holding

Funds holding: 5050 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
18
Closed
4
Calls
$177K
Puts
$2K
Net Calls
+$175K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.53M +$207K +99,366 +15%
ECM
2
Elgethun Capital Management
South Dakota
$1.51M +$133K +63,876 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.49M -$2.37K -1,141 -0.2%
FM
4
Family Management
New York
$579K
State Street
5
State Street
Massachusetts
$400K -$5.61K -2,700 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$391K +$8.33K +4,007 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$368K +$120K +57,591 +47%
N
8
Nuveen
North Carolina
$220K -$30.3K -14,567 -12%
Northern Trust
9
Northern Trust
Illinois
$173K -$14.3K -6,888 -8%
Morgan Stanley
10
Morgan Stanley
New York
$125K +$74.3K +35,763 +140%
PSC
11
Piper Sandler & Co
Minnesota
$121K
Charles Schwab
12
Charles Schwab
California
$60K
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$59K
CAM
14
Cresset Asset Management
Illinois
$51K +$52K +25,000 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$46K -$16K -7,700 -25%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$38.1K -$3.73K -1,793 -9%
Bank of America
17
Bank of America
North Carolina
$37.6K -$8.29K -3,988 -18%
Mariner
18
Mariner
Kansas
$37.5K +$13.3K +6,423 +54%
GI
19
GAMCO Investors
Connecticut
$34.7K +$35.3K +17,000 New
Millennium Management
20
Millennium Management
New York
$33.9K +$34.6K +16,638 New
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$28.1K
Goldman Sachs
22
Goldman Sachs
New York
$25.7K +$26.2K +12,594 New
Stifel Financial
23
Stifel Financial
Missouri
$24.5K
RJA
24
Raymond James & Associates
Florida
$23.9K
SAM
25
Sawgrass Asset Management
Florida
$23.7K

OPFI Hedge Fund Activity: Q2 2023 in Review

50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q2 2023, worth a combined $7.63M — up 4.9% from $7.27M a quarter earlier.

Fund positioning in OPFI was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $207K. The largest seller was Y-Intercept (HK), exiting entirely with an estimated $78.6K sold.

  • 50 institutional investors held OppFi (OPFI) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $7.63M of OppFi stock for Q2 2023, up 4.9% quarter-over-quarter.
  • 4 funds opened new OppFi positions in Q2 2023 and 4 closed out, a net change of 0 holders.
  • The largest OppFi buyer in Q2 2023 was BlackRock, an estimated $207K added.
  • The largest OppFi seller in Q2 2023 was Y-Intercept (HK), an estimated $78.6K sold.

Based on aggregated 13F filings for Q2 2023.