Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oppenheimer Hldgs Inc (OPY)

120 + Investors. Track Smart Money conviction in OPY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — OPY

Based on 118 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OPY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
118 hedge funds hold OPY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

62 buying46 selling
Last quarter: 62 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new OPY position: 22 → 22 → 16 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new
70 out of 118 hedge funds have held OPY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +22% but shares only +3% — price-driven

Value
+22%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~23 new funds/quarter

4 → 22 → 22 → 16 → 23 new funds/Q
New funds entering each quarter: 22 → 22 → 16 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Entry-cohort mix of 118 holders: 80 (68%) are 2+ year veterans, 10 entered 1–2 years ago, and 28 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
33 of 116 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in OPY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OPY

In 2026 Q1, 62 hedge funds were net buyers of OPY (23 opened a new position, 39 added to an existing one), while 46 reduced or exited (33 trimmed, 13 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 47% of total institutional value in OPY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 118.

Hedge Fund Ownership: OPY

How many hedge funds hold OPY — quarterly history vs. share price
Quarterly hedge fund ownership of OPY vs. share price

Market Analysis: OPY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: OPY
120 + Investors

Track Smart Money conviction in OPY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 120 118 1.69%
13F Shares 4M 4M 4.36%
Total Value $463M $361M 28.11%
New Positions 25 23 +2
Increased Positions 48 38 +10
Closed Positions 23 13 +10
Reduced Positions 31 33 -2
Total Calls 3 1 200.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OPY

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Institutional Holders (2026 Q2)

120 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OPY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OPY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jb Capital Partners LP 8.23% 503,954 $53.2M
2 Arbiter Partners Capital Management LLC 3.70% 66,599 $7.0M
3 EJF Capital LP 1.41% 20,000 $2.1M
4 Verdad Advisers, LP 0.88% 8,673 $915K
5 RBF Capital, LLC 0.72% 163,771 $17.3M
6 Beverly Hills Private Wealth, LLC 0.42% 20,933 $2.2M
7 Round Rock Advisors LLC 0.20% 14,605 $1.5M
8 Precision Wealth Strategies, LLC 0.19% 5,844 $617K
9 JMN Financial LLC 0.17% 2,046 $216K
10 Avise Financial Cooperative, Inc. 0.16% 2,132 $225K
11 Royce & Associates LP 0.14% 170,076 $17.9M
12 Bridgeway Capital Management, LLC 0.14% 76,547 $8.1M
13 Corsair Capital Management, L.P. 0.12% 8,941 $944K
14 Algert Global LLC 0.09% 74,147 $7.8M
15 Voleon Capital Management LP 0.09% 44,658 $4.7M
16 Prelude Capital Management, LLC 0.07% 8,921 $942K
17 Boothbay Fund Management, LLC 0.06% 43,742 $4.6M
18 Missouri Trust & Investment Co 0.06% 1,900 $203K
19 Penn Capital Management Company, LLC 0.04% 6,276 $662K
20 Bokf, NA 0.03% 23,850 $2.5M
21 XTX Topco Ltd 0.03% 24,873 $2.6M
22 NorthCrest Asset Manangement, LLC 0.03% 11,376 $1.3M
23 Inspire Investing, LLC 0.03% 6,473 $683K
24 Empowered Funds, LLC 0.03% 49,554 $5.2M
25 Y-Intercept (Hong Kong) Ltd 0.03% 12,665 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Oppenheimer Hldgs Inc (OPY)

What does the Smart Money Trend signal show for OPY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OPY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OPY?

Slight buying edge — 57% buying: Last quarter: 62 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OPY holders?

Elite ownership — 47% AUM from top-100 funds: 33 of 116 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in OPY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OPY?

59% of holders stayed for 2+ years: 70 out of 118 hedge funds have held OPY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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