Oppenheimer Holdings
79 hedge funds and large institutions have $152M invested in Oppenheimer Holdings in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 36 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
9% more capital invested
Capital invested by funds: $139M → $152M (+$12.8M)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
0% more funds holding
Funds holding: 79 → 79 (0)
1.94% less ownership
Funds ownership: 39.9% → 37.96% (-1.9%)
56% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 36
73% less call options, than puts
Call options by funds: $114K | Put options by funds: $428K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.04M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$754K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$650K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$371K |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.85M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.56M |
| 3 |
Goldman Sachs
New York
|
-$2.45M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.31M |
| 5 |
Renaissance Technologies
New York
|
-$983K |
OPY Hedge Fund Activity: Q4 2022 in Review
79 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q4 2022, worth a combined $152M — up 9.2% from $139M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OPY positions and 14 closed out — a net gain of 1 holder — while 16 added to existing stakes and 36 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $1.04M. The largest seller was Vanguard Group, cutting an estimated $2.85M.
- 79 institutional investors held Oppenheimer Holdings (OPY) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $152M of Oppenheimer Holdings stock for Q4 2022, up 9.2% quarter-over-quarter.
- 15 funds opened new Oppenheimer Holdings positions in Q4 2022 and 14 closed out, a net change of +1 holder.
- The largest Oppenheimer Holdings buyer in Q4 2022 was AQR Capital Management, an estimated $1.04M added.
- The largest Oppenheimer Holdings seller in Q4 2022 was Vanguard Group, an estimated $2.85M sold.
Based on aggregated 13F filings for Q4 2022.