Oppenheimer Holdings
89 hedge funds and large institutions have $186M invested in Oppenheimer Holdings in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.
35,820% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $5K
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
13% more capital invested
Capital invested by funds: $165M → $186M (+$20.9M)
11% more funds holding
Funds holding: 80 → 89 (+9)
1.9% more ownership
Funds ownership: 33.74% → 35.64% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$2.19M |
| 2 |
Morgan Stanley
New York
|
+$1.52M |
| 3 |
TG
TCW Group
Los Angeles,
California
|
+$1.36M |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$1.22M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Profit Investment Management
North Bethesda,
Maryland
|
-$1.37M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.07M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$865K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$778K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$706K |
OPY Hedge Fund Activity: Q3 2024 in Review
89 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q3 2024, worth a combined $186M — up 13% from $165M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OPY positions and 9 closed out — a net gain of 9 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was American Century Companies, adding an estimated $2.19M. The largest seller was Profit Investment Management, cutting an estimated $1.37M.
- 89 institutional investors held Oppenheimer Holdings (OPY) as of Q3 2024, up from 80 in Q2 2024.
- Funds reported $186M of Oppenheimer Holdings stock for Q3 2024, up 13% quarter-over-quarter.
- 18 funds opened new Oppenheimer Holdings positions in Q3 2024 and 9 closed out, a net change of +9 holders.
- The largest Oppenheimer Holdings buyer in Q3 2024 was American Century Companies, an estimated $2.19M added.
- The largest Oppenheimer Holdings seller in Q3 2024 was Profit Investment Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q3 2024.