Oppenheimer Holdings
82 hedge funds and large institutions have $164M invested in Oppenheimer Holdings in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 2 closing their positions.
1,350% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 2
75% more capital invested
Capital invested by funds: $93.6M → $164M (+$70.1M)
49% more funds holding
Funds holding: 55 → 82 (+27)
5.9% more ownership
Funds ownership: 41.06% → 46.95% (+5.9%)
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
67% less call options, than puts
Call options by funds: $462K | Put options by funds: $1.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$5.07M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$3.99M |
| 3 |
Two Sigma Investments
New York
|
+$1.67M |
| 4 |
Renaissance Technologies
New York
|
+$1.56M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$5M |
| 2 |
OA
Outfitter Advisors
Mclean,
Virginia
|
-$1.14M |
| 3 |
CSC
Cove Street Capital
El Segundo,
California
|
-$897K |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$598K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$541K |
OPY Hedge Fund Activity: Q4 2017 in Review
82 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q4 2017, worth a combined $164M — up 75% from $93.6M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new OPY positions and 2 closed out — a net gain of 27 holders — while 24 added to existing stakes and 23 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $5.07M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $5M.
- 82 institutional investors held Oppenheimer Holdings (OPY) as of Q4 2017, up from 55 in Q3 2017.
- Funds reported $164M of Oppenheimer Holdings stock for Q4 2017, up 75% quarter-over-quarter.
- 29 funds opened new Oppenheimer Holdings positions in Q4 2017 and 2 closed out, a net change of +27 holders.
- The largest Oppenheimer Holdings buyer in Q4 2017 was Millennium Management, an estimated $5.07M added.
- The largest Oppenheimer Holdings seller in Q4 2017 was Hotchkis & Wiley Capital Management, an estimated $5M sold.
Based on aggregated 13F filings for Q4 2017.