Oppenheimer Holdings
86 hedge funds and large institutions have $119M invested in Oppenheimer Holdings in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 12 closing their positions.
371% more call options, than puts
Call options by funds: $113K | Put options by funds: $24K
4% less capital invested
Capital invested by funds: $123M → $119M (-$4.32M)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
1% less funds holding
Funds holding: 87 → 86 (-1)
1.52% less ownership
Funds ownership: 44.79% → 43.27% (-1.5%)
17% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.31M |
| 2 |
GC
Globeflex Capital
San Diego,
California
|
+$1.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.11M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$973K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$3.77M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.24M |
| 3 |
Goldman Sachs
New York
|
-$1.77M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.67M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.11M |
OPY Hedge Fund Activity: Q3 2020 in Review
86 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q3 2020, worth a combined $119M — down 3.5% from $123M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of OPY and 11 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 29 added.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $2.31M. The largest seller was Renaissance Technologies, cutting an estimated $3.77M.
- 86 institutional investors held Oppenheimer Holdings (OPY) as of Q3 2020, down from 87 in Q2 2020.
- Funds reported $119M of Oppenheimer Holdings stock for Q3 2020, down 3.5% quarter-over-quarter.
- 11 funds opened new Oppenheimer Holdings positions in Q3 2020 and 12 closed out, a net change of -1 holder.
- The largest Oppenheimer Holdings buyer in Q3 2020 was Kennedy Capital Management, an estimated $2.31M added.
- The largest Oppenheimer Holdings seller in Q3 2020 was Renaissance Technologies, an estimated $3.77M sold.
Based on aggregated 13F filings for Q3 2020.