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Oppenheimer Holdings

72 hedge funds and large institutions have $133M invested in Oppenheimer Holdings in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $142M → $133M (-$9.32M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$318K
Puts
$68K
Net Calls
Net Calls Change

Top Sellers

1 -$1.74M
2 -$1.17M
3 -$1.06M
4
Morgan Stanley
Morgan Stanley
New York
-$1.04M
5
Citadel Advisors
Citadel Advisors
Florida
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.08M
27
$1.06M
28
$952K
29
$914K
30
$684K
31
$639K
32
$608K
33
$568K
34
$557K
35
$556K
36
$509K
37
$477K
38
$450K
39
$448K
40
$368K
41
$357K
42
$348K
43
$302K
44
$279K
45
$266K
46
$244K
47
$244K
48
$232K
49
$216K
50
$204K