Sea Otter Advisors’s Oak Woods Acquisition Corp OAKU Stock Holding History

Sea Otter Advisors’s Portfolio OAKU Stock Details OAKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-55,000	Closed	-$579K	–	144
2023 Q4	$579K	Hold	55,000	–	–	0.38%	49
2023 Q3	$575K	Hold	55,000	–	–	0.32%	60
2023 Q2	$564K	Buy	+55,000	New	+$562K	0.31%	66

Other funds holding OAKU

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Exos Asset Management New York $2.32K AUM 108.13% 1-Year Est. Return

Sea Otter Advisors's OAKU Position: Q1 2024 in Review

Sea Otter Advisors sold out of Oak Woods Acquisition Corp (OAKU) in Q1 2024, closing a stake of 55,000 shares — an estimated $579K sold.

Sea Otter Advisors first reported a position in OAKU in Q2 2023 and held it in 3 quarters. The position peaked at $579K in Q4 2023. 32 funds tracked by Wall St. Rank hold OAKU as of Q1 2024.

Sea Otter Advisors reported no remaining Oak Woods Acquisition Corp position as of Q1 2024 after selling out during the quarter.
Sea Otter Advisors sold 55,000 Oak Woods Acquisition Corp shares in Q1 2024, an estimated $579K.
Sea Otter Advisors first reported a position in Oak Woods Acquisition Corp in Q2 2023 and held it in 3 quarters.
Sea Otter Advisors's Oak Woods Acquisition Corp position peaked at $579K in Q4 2023.
32 funds tracked by Wall St. Rank held Oak Woods Acquisition Corp as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.