Oppenheimer Holdings
72 hedge funds and large institutions have $133M invested in Oppenheimer Holdings in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 11 closing their positions.
368% more call options, than puts
Call options by funds: $318K | Put options by funds: $68K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.05% less ownership
Funds ownership: 33.18% → 32.13% (-1%)
6% less capital invested
Capital invested by funds: $141M → $133M (-$8.05M)
6% less funds holding
Funds holding: 77 → 72 (-5)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
38% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.46M |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.26M |
| 3 |
JCP
JB Capital Partners
Armonk,
New York
|
+$1.17M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$948K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$489K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.03M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$951K |
| 5 |
Two Sigma Advisers
New York
|
-$948K |
OPY Hedge Fund Activity: Q1 2024 in Review
72 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q1 2024, worth a combined $133M — down 5.7% from $141M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of OPY and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 20 added.
The largest buyer was Arrowstreet Capital, adding an estimated $1.46M. The largest seller was AQR Capital Management, cutting an estimated $1.7M.
- 72 institutional investors held Oppenheimer Holdings (OPY) as of Q1 2024, down from 77 in Q4 2023.
- Funds reported $133M of Oppenheimer Holdings stock for Q1 2024, down 5.7% quarter-over-quarter.
- 7 funds opened new Oppenheimer Holdings positions in Q1 2024 and 11 closed out, a net change of -4 holders.
- The largest Oppenheimer Holdings buyer in Q1 2024 was Arrowstreet Capital, an estimated $1.46M added.
- The largest Oppenheimer Holdings seller in Q1 2024 was AQR Capital Management, an estimated $1.7M sold.
Based on aggregated 13F filings for Q1 2024.