Oppenheimer HoldingsOPY
About: Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has three segments: private client, asset management, and capital markets. The Private Client segment, commissions and a proportionate amount of fee income earned on assets under management ("AUM"), net interest earnings on client margin loans and cash balances, fees from money market funds, and custodian fees. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
Employees: 2,992
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
35,820% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $5K
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
11% more funds holding
Funds holding: 79 [Q2] → 88 (+9) [Q3]
11% more capital invested
Capital invested by funds: $168M [Q2] → $186M (+$18M) [Q3]
1.32% more ownership
Funds ownership: 34.28% [Q2] → 35.59% (+1.32%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for OPY.
Financial journalist opinion
Based on 4 articles about OPY published over the past 30 days
