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OPLN

Openlane

384 hedge funds and large institutions have $7.89B invested in Openlane in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $10.1M

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $7.39B → $7.89B (+$496M)

3% more funds holding

Funds holding: 374384 (+10)

4.33% less ownership

Funds ownership: 264.32%259.99% (-4.3%)

11% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 149

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
384
Holders Change
+10
Holders Change %
+2.67%
% of All Funds
8.78%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
51
Increased
133
Reduced
149
Closed
40
Calls
$13.2M
Puts
$10.1M
Net Calls
+$3.11M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
$10K
OFW
352
Omnia Family Wealth
Florida
$10K
FANJ
353
Financial Architects (New Jersey)
New Jersey
$10K +$10.2K +444 New
CGT
354
Capital Guardian Trust
California
$10K +$10.4K +452 New
CFG
355
Citizens Financial Group
Rhode Island
$8K -$2.68K -116 -25%
AC
356
Avestar Capital
New York
$8K
SPIA
357
Steward Partners Investment Advisory
New York
$8K +$4.32K +187 +114%
MYIA
358
Mount Yale Investment Advisors
Colorado
$7K
RFA
359
Reilly Financial Advisors
California
$7K
SMFS
360
Squar Milner Financial Services
California
$7K
RCAG
361
Rehmann Capital Advisory Group
Michigan
$6.21K +$2.45K +106 +63%
PA
362
Parallel Advisors
California
$6K
EARNEST Partners
363
EARNEST Partners
Georgia
$5K
SBL
364
Sargent Bickham Lagudis
Colorado
$5K
AWM
365
Avior Wealth Management
Nebraska
$4K
WB
366
Webster Bank
Connecticut
$4K
CFGS
367
Concourse Financial Group Securities
Alabama
$4K +$3.72K +161 New
CFA
368
Carroll Financial Associates
North Carolina
$3K +$1.27K +55 +67%
DWM
369
Destination Wealth Management
California
$3K +$2.56K +111 New
FMP
370
Financial Management Professionals
Texas
$3K +$3.3K +143 New
QCG
371
Quadrant Capital Group
Ohio
$2K
SIM
372
Sonora Investment Management
Arizona
$2K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$2K +$600 +26 +32%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.82K +79 New
M
375
MOTCO
Texas
$2K +$2.08K +90 New

OPLN Hedge Fund Activity: Q3 2018 in Review

384 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Openlane (OPLN) for Q3 2018, worth a combined $7.89B — up 6.7% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OPLN positions and 40 closed out — a net gain of 11 holders — while 133 added to existing stakes and 149 trimmed.

The largest buyer was Boston Partners, adding an estimated $145M. The largest seller was Frontier Capital Management, cutting an estimated $66.9M.

  • 384 institutional investors held Openlane (OPLN) as of Q3 2018, up from 374 in Q2 2018.
  • Funds reported $7.89B of Openlane stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 51 funds opened new Openlane positions in Q3 2018 and 40 closed out, a net change of +11 holders.
  • The largest Openlane buyer in Q3 2018 was Boston Partners, an estimated $145M added.
  • The largest Openlane seller in Q3 2018 was Frontier Capital Management, an estimated $66.9M sold.

Based on aggregated 13F filings for Q3 2018.