Oppenheimer Holdings
90 hedge funds and large institutions have $163M invested in Oppenheimer Holdings in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.
10% more call options, than puts
Call options by funds: $492K | Put options by funds: $449K
3% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 31
1% more capital invested
Capital invested by funds: $163M → $163M (+$872K)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1.77% less ownership
Funds ownership: 48.23% → 46.45% (-1.8%)
3% less funds holding
Funds holding: 93 → 90 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.02M |
| 2 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
+$709K |
| 3 |
Renaissance Technologies
New York
|
+$632K |
| 4 |
BlackRock
New York
|
+$599K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.3M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$1.58M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.25M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$674K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$670K |
OPY Hedge Fund Activity: Q2 2019 in Review
90 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q2 2019, worth a combined $163M — up 0.54% from $163M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of OPY and 10 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 32 added.
The largest buyer was Nuveen, opening a new position worth an estimated $1.02M. The largest seller was JP Morgan Chase, cutting an estimated $3.3M.
- 90 institutional investors held Oppenheimer Holdings (OPY) as of Q2 2019, down from 93 in Q1 2019.
- Funds reported $163M of Oppenheimer Holdings stock for Q2 2019, up 0.54% quarter-over-quarter.
- 10 funds opened new Oppenheimer Holdings positions in Q2 2019 and 11 closed out, a net change of -1 holder.
- The largest Oppenheimer Holdings buyer in Q2 2019 was Nuveen, an estimated $1.02M added.
- The largest Oppenheimer Holdings seller in Q2 2019 was JP Morgan Chase, an estimated $3.3M sold.
Based on aggregated 13F filings for Q2 2019.