SEC 13F Intelligence

Managers / Q4 2018 · view latest →

OppenheimerFunds, Inc.

CIK 0000728889 · 225 LIBERTY STREET, NEW YORK, NY, 10281-1008 · 212-323-0200

Reported Value
$70.1B
Q4 2018
Positions
3,866
Filings on Record
2
2019–present window
Filed
Feb 11, 2019
original filing

Summary

Oppenheimerfunds, Inc. reported $70.1B in U.S.-listed holdings across 3,866 positions for Q4 2018.

Its largest position, BABA, represents 3.3% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $70.1BQ4 ’18Q1 ’19: $80.4BQ1 ’19filingsflow.com

Portfolio Composition

By security type
Common Stock: 70.7%ADR: 11.2%MLP: 8.7%Other: 7.5%REIT: 1.9%Other: 0.1%
  • Common Stock · 70.7% · $49.5B
  • ADR · 11.2% · $7.8B
  • MLP · 8.7% · $6.1B
  • Other · 7.5% · $5.2B
  • REIT · 1.9% · $1.3B
  • Other · 0.1% · $46M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2018

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2019$80.4B3,573May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$70.1B3,866Feb 11, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 12 additional managers.

  • MACQUARIE GROUP LTD028-13120
  • AXA Equitable Funds Management Group, LLC028-14633
  • Brighthouse Investment Advisers, LLC028-05167
  • Directed Services LLC028-14593
  • JACKSON NATIONAL ASSET MANAGEMENT LLC028-06761
  • Nationwide Fund Advisors028-05161
  • OFI Advisors LLC028-12355
  • OFI GLOBAL INSTITUTIONAL, INC028-10234
  • OFI SteelPath, Inc.028-15436
  • Pacific Life Fund Advisors LLC028-14003
  • SEI INVESTMENTS CO028-16454
  • SUNAMERICA ASSET MANAGEMENT, LLC028-02725

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.