Oppenheimer Holdings
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.
188% more call options, than puts
Call options by funds: $360K | Put options by funds: $125K
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $152M → $164M (+$12.5M)
8% more funds holding
Funds holding: 79 → 85 (+6)
0.66% more ownership
Funds ownership: 37.96% → 38.62% (+0.66%)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.85M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 3 |
Renaissance Technologies
New York
|
+$1.16M |
| 4 |
Two Sigma Investments
New York
|
+$1.07M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.11M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.09M |
| 3 |
Squarepoint
New York
|
-$930K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$638K |
| 5 |
BlackRock
New York
|
-$590K |
OPY Hedge Fund Activity: Q1 2023 in Review
85 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q1 2023, worth a combined $164M — up 8.3% from $152M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OPY positions and 7 closed out — a net gain of 7 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $2.85M. The largest seller was Bridgeway Capital Management, cutting an estimated $2.11M.
- 85 institutional investors held Oppenheimer Holdings (OPY) as of Q1 2023, up from 79 in Q4 2022.
- Funds reported $164M of Oppenheimer Holdings stock for Q1 2023, up 8.3% quarter-over-quarter.
- 14 funds opened new Oppenheimer Holdings positions in Q1 2023 and 7 closed out, a net change of +7 holders.
- The largest Oppenheimer Holdings buyer in Q1 2023 was Millennium Management, an estimated $2.85M added.
- The largest Oppenheimer Holdings seller in Q1 2023 was Bridgeway Capital Management, an estimated $2.11M sold.
Based on aggregated 13F filings for Q1 2023.