OPY icon

Oppenheimer Holdings
OPY

Overview Fund Activity

88 hedge funds and large institutions have $186M invested in Oppenheimer Holdings in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
26
Reduced
21
Closed
10
Calls
$1.8M
Puts
$5K
Net Calls
+$1.79M
Net Calls Change
+$1.83M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$8.56M
2
Morgan Stanley
Morgan Stanley
New York
$4.3M
3
TG
TCW Group
California
$3.92M
4
BF
BOK Financial
Oklahoma
$1.17M
5
First Trust Advisors
First Trust Advisors
Illinois
$1.08M

Top Sellers

1
PIM
Profit Investment Management
Maryland
$2.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
$0
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$568K
4
GCP
GSA Capital Partners
United Kingdom
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$21.8K +$20.4K +399 +1,425%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$19.4K – – –
W
78
WealthCollab
Washington
$15.3K – – –
CFM
79
Catalyst Funds Management
Australia
$12.3K – – –
ACM
80
Aquatic Capital Management
Illinois
$10.2K -$5.12K -100 -33%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$4.3K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$2.2K +$2.2K +43 New
GI
83
GAMMA Investing
California
$1.59K +$1.59K +31 New
FHA
84
First Horizon Advisors
Tennessee
$1.18K -$716 -14 -38%
AF
85
Allworth Financial
California
$717 – – –
LC
86
Lindbrook Capital
California
$512 – – –
Wells Fargo
87
Wells Fargo
California
$28 +$28 +1 New
AQR Capital Management
88
AQR Capital Management
Connecticut
– -$1.07M -22,274 Closed
GCP
89
GSA Capital Partners
United Kingdom
– -$778K -16,244 Closed
Marshall Wace
90
Marshall Wace
United Kingdom
– -$706K -14,736 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– -$367K -7,656 Closed
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
– -$254K -5,300 Closed
Norges Bank
93
Norges Bank
Norway
– -$244K -5,100 Closed
EC
94
EntryPoint Capital
New York
– -$133K -2,773 Closed
IC
95
Innealta Capital
Texas
– -$55.9K -1,167 Closed
NC
96
nVerses Capital
Florida
– -$14.4K -300 Closed
Osaic Holdings
97
Osaic Holdings
Arizona
– -$2.97K -62 Closed
1 2 3
4