Opus Investment Management Inc 13F annual report
Opus Investment Management Inc is an investment fund managing more than $155 billion ran by Lindsay Greenfield. There are currently 33 companies in Mrs. Greenfield’s portfolio. The largest investments include Vanguard Index Fds and Abbvie Inc, together worth $43.4 billion.
$155 billion Assets Under Management (AUM)
As of 6th August 2024, Opus Investment Management Inc’s top holding is 134,428 shares of Vanguard Index Fds currently worth over $36.3 billion and making up 23.4% of the portfolio value.
In addition, the fund holds 41,700 shares of Abbvie Inc worth $7.15 billion, whose value grew 9.7% in the past six months.
The third-largest holding is Apple Inc worth $6.82 billion and the next is Walmart Inc worth $6.5 billion, with 96,000 shares owned.
Currently, Opus Investment Management Inc's portfolio is worth at least $155 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Opus Investment Management Inc
The Opus Investment Management Inc office and employees reside in Worcester, Massachusetts. According to the last 13-F report filed with the SEC, Lindsay Greenfield serves as the SVP CHIEF INVESTMENT OFFICER at Opus Investment Management Inc.
Recent trades
In the most recent 13F filing, Opus Investment Management Inc revealed that it had increased its stake in Vanguard Index Fds and bought 200 additional shares worth around .
One of the smallest hedge funds
The two most similar investment funds to Opus Investment Management Inc are D. Scott Neal, Inc and Flower City Capital. They manage $155 billion and $155 billion respectively.
Lindsay Greenfield investment strategy
Opus Investment Management Inc’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Utilities — making up 12.0% of
the total portfolio value.
The fund focuses on investments in the United States as
60.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
58% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $330 billion.
The complete list of Opus Investment Management Inc trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
0.15%
134,428
|
$36,251,610,000 | 23.41% |
| Abbvie Inc |
No change
41,700
|
$7,152,384,000 | 4.62% |
| Apple Inc |
No change
32,400
|
$6,824,088,000 | 4.41% |
| Walmart Inc |
No change
96,000
|
$6,500,160,000 | 4.20% |
| NextEra Energy Inc |
No change
88,000
|
$6,231,280,000 | 4.02% |
| Public Svc Enterprise Grp In |
No change
80,500
|
$5,932,850,000 | 3.83% |
| Microchip Technology, Inc. |
No change
62,550
|
$5,723,325,000 | 3.70% |
| Pepsico Inc |
No change
31,200
|
$5,145,816,000 | 3.32% |
| Ishares Tr |
0.46%
102,914
|
$10,453,036,000 | 6.75% |
| Xcel Energy Inc. |
No change
91,709
|
$4,898,178,000 | 3.16% |
| Phillips 66 |
No change
33,800
|
$4,771,546,000 | 3.08% |
| Merck Co Inc |
No change
35,000
|
$4,333,000,000 | 2.80% |
| Waste Mgmt Inc Del |
No change
20,000
|
$4,266,800,000 | 2.76% |
| Paychex Inc. |
No change
35,400
|
$4,197,024,000 | 2.71% |
| WEC Energy Group Inc |
No change
50,000
|
$3,923,000,000 | 2.53% |
| Johnson Johnson |
No change
26,800
|
$3,917,088,000 | 2.53% |
| Mcdonalds Corp |
No change
14,600
|
$3,720,664,000 | 2.40% |
| United Parcel Service, Inc. |
No change
26,600
|
$3,640,210,000 | 2.35% |
| AMGEN Inc. |
No change
10,100
|
$3,155,745,000 | 2.04% |
| Exxon Mobil Corp. |
No change
24,000
|
$2,762,880,000 | 1.78% |
| Air Prods Chems Inc |
No change
9,000
|
$2,322,450,000 | 1.50% |
| Schwab Strategic Tr |
2.83%
64,528
|
$4,492,974,000 | 2.90% |
| Microsoft Corporation |
No change
5,000
|
$2,234,750,000 | 1.44% |
| Exelon Corp. |
No change
56,000
|
$1,938,160,000 | 1.25% |
| Alliant Energy Corp. |
No change
32,678
|
$1,663,310,000 | 1.07% |
| Procter And Gamble Co |
No change
8,900
|
$1,467,788,000 | 0.95% |
| Home Depot, Inc. |
No change
4,200
|
$1,445,808,000 | 0.93% |
| CMS Energy Corporation |
No change
20,000
|
$1,190,600,000 | 0.77% |
| Blackrock Inc. |
No change
1,500
|
$1,180,980,000 | 0.76% |
| Cisco Sys Inc |
No change
20,000
|
$950,200,000 | 0.61% |
| Lockheed Martin Corp. |
No change
2,000
|
$934,200,000 | 0.60% |
| Chevron Corp. |
No change
5,000
|
$782,100,000 | 0.51% |
| Spdr Ser Tr |
No change
7,185
|
$459,840,000 | 0.30% |
| No transactions found | |||
| Showing first 500 out of 33 holdings | |||
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