Oppenheimer Holdings
95 hedge funds and large institutions have $237M invested in Oppenheimer Holdings in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 10 closing their positions.
10,500% more call options, than puts
Call options by funds: $1.38M | Put options by funds: $13K
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
27% more capital invested
Capital invested by funds: $186M → $237M (+$50.5M)
7% more funds holding
Funds holding: 89 → 95 (+6)
0.49% more ownership
Funds ownership: 35.64% → 36.13% (+0.49%)
0% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$2.17M |
| 2 |
APCM
Arbiter Partners Capital Management
New York
|
+$1.55M |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$1.55M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$1.55M |
| 5 |
Neuberger Berman Group
New York
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$1.97M |
| 2 |
Renaissance Technologies
New York
|
-$1.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
| 4 |
Man Group
London,
United Kingdom
|
-$931K |
| 5 |
Bank of New York Mellon
New York
|
-$888K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QC
101
Quadrature Capital
London,
United Kingdom
| – | -$290K | -5,671 | Closed |
|
102
Simplex Trading
Chicago,
Illinois
| – | -$195K | -3,373 | Closed |
|
|
CFM
103
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$12.3K | -240 | Closed |
|
|
ACM
104
Aquatic Capital Management
Chicago,
Illinois
| – | -$10.2K | -200 | Closed |
|
OPY Hedge Fund Activity: Q4 2024 in Review
95 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q4 2024, worth a combined $237M — up 27% from $186M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new OPY positions and 10 closed out — a net gain of 6 holders — while 28 added to existing stakes and 28 trimmed.
The largest buyer was Royce & Associates, opening a new position worth an estimated $2.17M. The largest seller was Federation des caisses Desjardins du Quebec, exiting entirely with an estimated $1.97M sold.
- 95 institutional investors held Oppenheimer Holdings (OPY) as of Q4 2024, up from 89 in Q3 2024.
- Funds reported $237M of Oppenheimer Holdings stock for Q4 2024, up 27% quarter-over-quarter.
- 16 funds opened new Oppenheimer Holdings positions in Q4 2024 and 10 closed out, a net change of +6 holders.
- The largest Oppenheimer Holdings buyer in Q4 2024 was Royce & Associates, an estimated $2.17M added.
- The largest Oppenheimer Holdings seller in Q4 2024 was Federation des caisses Desjardins du Quebec, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2024.