OPY · Financial Services
OPPENHEIMER HLDGS INC
Smart-money confidence
· 1 of 3 sources firing
Bearish — money moving out
No standout activity across the feeds we track.
Hedge funds
26
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
◆ Next steps
Interested in OPPENHEIMER HLDGS INC? Here's what to do with it.
◇
Compare with other stocks
Sort 7,111 stocks by confidence, holders, or Congress signal
◈
Backtest the strategy
See how the model has done historically before you commit real money
✉
Get the weekly digest
One email on Sunday · what changed in the model this week
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$1.2B
Industry
Capital Markets
Sector
Financial Services
Exchange
NYSE
About OPPENHEIMER HLDGS INC
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary…
Who's behind the signal
Every informed buyer we can see on OPY, across all three feeds.
Hedge funds · 5
Point72 (Steve Cohen)
New position
Millennium Management (Englander)
Increased +57%
D.E. Shaw & Co
Increased +24%
Tudor Investment (Paul Tudor Jones)
Decreased −4%
Citadel Advisors
Decreased −35%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar.
OPPENHEIMER HLDGS INC isn't in the top-10 model right now, but 5 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
5
Investors
1
New positions
2
Increasing
2
Decreasing
0
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+57%
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+24%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.2×
% of portfolio
0.0%
Position change
−4%
0.0% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−35%
0.0% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to OPPENHEIMER HLDGS INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell OPPENHEIMER HLDGS INC or any security.
Get the Weekly Update
Every Sunday, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime