Oppenheimer Holdings
85 hedge funds and large institutions have $167M invested in Oppenheimer Holdings in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 11 closing their positions.
41% more capital invested
Capital invested by funds: $119M → $167M (+$48.4M)
0.32% less ownership
Funds ownership: 43.27% → 42.95% (-0.32%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 86 → 85 (-1)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
78% less call options, than puts
Call options by funds: $61K | Put options by funds: $283K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWW
Alan W. Weber
|
+$4.44M |
| 2 |
Millennium Management
New York
|
+$1.84M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.06M |
| 4 |
Goldman Sachs
New York
|
+$1.05M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$986K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$2.78M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.4M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$1.42M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$1.36M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.23M |
OPY Hedge Fund Activity: Q4 2020 in Review
85 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q4 2020, worth a combined $167M — up 41% from $119M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of OPY and 10 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 27 added.
The largest buyer was Alan W. Weber, opening a new position worth an estimated $4.44M. The largest seller was Renaissance Technologies, cutting an estimated $2.78M.
- 85 institutional investors held Oppenheimer Holdings (OPY) as of Q4 2020, down from 86 in Q3 2020.
- Funds reported $167M of Oppenheimer Holdings stock for Q4 2020, up 41% quarter-over-quarter.
- 10 funds opened new Oppenheimer Holdings positions in Q4 2020 and 11 closed out, a net change of -1 holder.
- The largest Oppenheimer Holdings buyer in Q4 2020 was Alan W. Weber, an estimated $4.44M added.
- The largest Oppenheimer Holdings seller in Q4 2020 was Renaissance Technologies, an estimated $2.78M sold.
Based on aggregated 13F filings for Q4 2020.