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Oppenheimer Holdings
OPY

79 hedge funds and large institutions have $152M invested in Oppenheimer Holdings in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more capital invested

Capital invested by funds: $139M → $152M (+$12.8M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 79 → 79 (0)

1.94% less ownership

Funds ownership: 39.9% → 37.96% (-1.9%)

56% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 36

73% less call options, than puts

Call options by funds: $114K | Put options by funds: $428K

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
16
Reduced
36
Closed
14
Calls
$114K
Puts
$428K
Net Calls
-$314K
Net Calls Change
+$3.08M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.04M
2
Invesco
Invesco
Georgia
+$754K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$650K
4
Bank of America
Bank of America
North Carolina
+$371K
5
TI
Trexquant Investment
Connecticut
+$287K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.85M
2
BCM
Bridgeway Capital Management
Texas
-$2.56M
3
Goldman Sachs
Goldman Sachs
New York
-$2.45M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
5
Renaissance Technologies
Renaissance Technologies
New York
-$983K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
76
Glassman Wealth Services
Virginia
$847 +$736 +20 New
FHA
77
First Horizon Advisors
Tennessee
$677 -$2.43K -66 -80%
LC
78
Lindbrook Capital
California
$635 +$552 +15 New
AF
79
Allworth Financial
California
$593 +$184 +5 +56%
Group One Trading
80
Group One Trading
Illinois
– -$789K -25,465 Closed
Millennium Management
81
Millennium Management
New York
– -$775K -25,006 Closed
GC
82
Globeflex Capital
California
– -$758K -24,452 Closed
HF
83
HRT Financial
New York
– -$546K -17,653 Closed
PAM
84
Panagora Asset Management
Massachusetts
– -$505K -16,286 Closed
Jacobs Levy Equity Management
85
Jacobs Levy Equity Management
New Jersey
– -$297K -9,588 Closed
GCP
86
GSA Capital Partners
United Kingdom
– -$236K -7,631 Closed
Wolverine Trading
87
Wolverine Trading
Illinois
– -$203K -6,456 Closed
PA
88
Parallel Advisors
California
– -$3K -104 Closed
S
89
SignatureFD
Georgia
– -$2K -54 Closed
CS
90
Credit Suisse
Switzerland
– -$1K -45 Closed
Wells Fargo
91
Wells Fargo
California
– -$626 -17 Closed
IA
92
IFP Advisors
Florida
– -$1K -15 Closed
1 2 3
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OPY Hedge Fund Activity: Q4 2022 in Review

79 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q4 2022, worth a combined $152M — up 9.2% from $139M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OPY positions and 14 closed out — a net gain of 1 holder — while 16 added to existing stakes and 36 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.04M. The largest seller was Vanguard Group, cutting an estimated $2.85M.

  • 79 institutional investors held Oppenheimer Holdings (OPY) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $152M of Oppenheimer Holdings stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 15 funds opened new Oppenheimer Holdings positions in Q4 2022 and 14 closed out, a net change of +1 holder.
  • The largest Oppenheimer Holdings buyer in Q4 2022 was AQR Capital Management, an estimated $1.04M added.
  • The largest Oppenheimer Holdings seller in Q4 2022 was Vanguard Group, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2022.