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Oppenheimer Holdings
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Overview Fund Activity

85 hedge funds and large institutions have $164M invested in Oppenheimer Holdings in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
27
Reduced
31
Closed
7
Calls
$360K
Puts
$125K
Net Calls
+$235K
Net Calls Change
+$549K

Top Buyers

1
Millennium Management
Millennium Management
New York
$2.54M
2
Citadel Advisors
Citadel Advisors
Florida
$2.58M
3
Renaissance Technologies
Renaissance Technologies
New York
$1.43M
4
Two Sigma Investments
Two Sigma Investments
New York
$954K
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$1.16M

Top Sellers

1
BCM
Bridgeway Capital Management
Texas
$3.22M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07M
3
Squarepoint
Squarepoint
New York
$0
4
Invesco
Invesco
Georgia
$233K
5
BlackRock
BlackRock
New York
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
51
Petrus Trust Company
Texas
$296K +$296K +7,573 New
AG
52
Algert Global
California
$287K +$287K +7,330 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$242K +$57.3K +1,468 +31%
AllianceBernstein
54
AllianceBernstein
Tennessee
$235K -$39.2K -1,000 -14%
Invesco
55
Invesco
Georgia
$233K -$568K -14,519 -71%
DCM
56
DGS Capital Management
New Jersey
$213K -$36.8K -940 -15%
Deutsche Bank
57
Deutsche Bank
Germany
$195K +$62.1K +1,585 +47%
MIM
58
MetLife Investment Management
New Jersey
$183K – – –
Barclays
59
Barclays
United Kingdom
$157K +$73.9K +1,885 +89%
AIG
60
American International Group
New York
$149K +$2.94K +75 +2%
SOW
61
State of Wyoming
Wyoming
$145K +$130K +3,311 +860%
UBS Group
62
UBS Group
Switzerland
$130K +$20.8K +532 +19%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$115K -$8.46K -216 -7%
Group One Trading
64
Group One Trading
Illinois
$108K +$108K +2,754 New
ACM
65
Aquatic Capital Management
Illinois
$102K +$102K +2,600 New
QT
66
Quantbot Technologies
New York
$65.9K +$55K +1,406 +509%
Wells Fargo
67
Wells Fargo
California
$56.4K +$56.4K +1,439 New
SWM
68
Spire Wealth Management
Virginia
$39.6K +$39.6K +1,011 New
AB
69
Amalgamated Bank
New York
$34K -$10K -257 -23%
Legal & General Group
70
Legal & General Group
United Kingdom
$29.8K – – –
GFPC
71
Global Financial Private Client
Florida
$28.9K – – –
AIP
72
Ameritas Investment Partners
Nebraska
$28.3K – – –
Osaic Holdings
73
Osaic Holdings
Arizona
$26.2K -$1.21K -31 -4%
DWA
74
Dorsey Wright & Associates
California
$20.4K -$2.23K -57 -10%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$19.2K – – –
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