Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oppenheimer Hldgs Inc (OPY)

116 + 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
↑ +8
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — OPY

Based on 116 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
116 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 — +36% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+36% 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

61 buying46 selling
Last quarter: 61 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new OPY position: 22 → 22 → 16 → 22. 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+) ■ 17% medium ■ 23% new
69 out of 116 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 — ~22 new funds/quarter

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

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Of 116 current holders: 78 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
31 of 116 holders are among the 100 largest funds by AUM, controlling 41% 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, 61 hedge funds were net buyers of OPY (22 opened a new position, 39 added to an existing one), while 46 reduced or exited (32 trimmed, 14 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 41% of total institutional value in OPY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 116.

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

-- --

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

Is It Too Late to Buy Oppenheimer Hldgs Inc (OPY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OPY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
OPY
+20.0%
XLF
+9.5%

OPY outperformed XLF by +10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OPY
+12.0%
XLF
+5.8%

Since the filing became public, OPY outperformed XLF by +6.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: OPY
116 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 116 108 7.41%
13F Shares 4M 4M 3.15%
Total Value $361M $296M 21.95%
New Positions 22 16 +6
Increased Positions 38 39 -1
Closed Positions 14 16 -2
Reduced Positions 32 30 +2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OPY

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

116 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jb Capital Partners LP 7.74% 503,954 $44.9M
2 Arbiter Partners Capital Management LLC 2.81% 54,999 $4.9M
3 EJF Capital LP 1.26% 20,000 $1.8M
4 RBF Capital, LLC 0.76% 163,771 $14.6M
5 Verdad Advisers, LP 0.34% 3,421 $305K
6 Beverly Hills Private Wealth, LLC 0.34% 22,667 $2.0M
7 Round Rock Advisors LLC 0.20% 14,605 $1.3M
8 Avise Financial Cooperative, Inc. 0.17% 2,316 $207K
9 Royce & Associates LP 0.15% 170,079 $15.2M
10 Bridgeway Capital Management, LLC 0.13% 73,059 $6.5M
11 Corsair Capital Management, L.P. 0.12% 8,941 $797K
12 VARCOV Co. 0.11% 3,384 $302K
13 Voleon Capital Management LP 0.07% 36,522 $3.3M
14 Prelude Capital Management, LLC 0.05% 8,000 $714K
15 DGS Capital Management, LLC 0.05% 3,681 $328K
16 Missouri Trust & Investment Co 0.05% 1,900 $169K
17 Penn Capital Management Company, LLC 0.05% 6,845 $611K
18 Inspire Investing, LLC 0.04% 5,768 $514K
19 Boothbay Fund Management, LLC 0.04% 32,198 $2.9M
20 AlphaQuest LLC 0.04% 9,024 $652K
21 Bokf, NA 0.03% 23,850 $2.1M
22 NorthCrest Asset Manangement, LLC 0.03% 11,350 $1.0M
23 Empowered Funds, LLC 0.03% 46,066 $4.1M
24 Polen Capital Management LLC 0.02% 26,954 $2.4M
25 American Century Companies Inc 0.02% 352,787 $31.5M
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: 61 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 — 41% AUM from top-100 funds: 31 of 116 holders are among the 100 largest funds by AUM, controlling 41% 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: 69 out of 116 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.

Is it too late to buy Oppenheimer Hldgs Inc (OPY) following the 2026 Q1 hedge fund 13F filings?

As of today, OPY has moved +12.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +6.2%. Since the quarter end (March 31, 2026), OPY has gained +20.0% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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