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FSCO

FS Credit Opportunities Corp
FSCO

226 hedge funds and large institutions have $120M invested in FS Credit Opportunities Corp in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 119 increasing their positions, 9 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,222% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 9

358% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more funds holding

Funds holding: 162 → 226 (+64)

9.62% more ownership

Funds ownership: 9.31% → 18.94% (+9.6%)

78% less capital invested

Capital invested by funds: $549M → $120M (-$430M)

Holders
226
Holders Change
+64
Holders Change %
+39.51%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
87
Increased
119
Reduced
9
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$23.1M
2
PCM
Penserra Capital Management
California
+$8.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.14M
4
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
+$4.39M
5
LPL Financial
LPL Financial
California
+$3.58M

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$1.64M
2
WP
WealthPLAN Partners
Nebraska
-$1.64M
3
UBS Group
UBS Group
Switzerland
-$1.08M
4
SGWM
Sterling Group Wealth Management
California
-$407K
5
NWMG
National Wealth Management Group
Ohio
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
26
West Michigan Advisors
Michigan
$1.05M +$454K +97,527 +71%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$491K +105,418 +85%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1M +$527K +113,203 +101%
AWM
29
AE Wealth Management
Kansas
$954K +$574K +123,317 +135%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$905K +$338K +72,584 +55%
EIP
31
Ellis Investment Partners
Pennsylvania
$875K +$918K +197,173 New
SWP
32
Stratos Wealth Partners
Ohio
$805K +$290K +62,299 +52%
AWA
33
Arete Wealth Advisors
Illinois
$801K +$382K +82,147 +84%
First Trust Advisors
34
First Trust Advisors
Illinois
$673K +$577K +123,902 +448%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$634K +$664K +142,738 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$549K +$163K +35,063 +40%
IWC
37
Integrated Wealth Concepts
Massachusetts
$524K +$253K +54,295 +85%
TC
38
TownSquare Capital
Utah
$523K +$243K +52,117 +79%
PWM
39
PRW Wealth Management
Massachusetts
$501K +$205K +43,981 +61%
CWP
40
Concord Wealth Partners
Virginia
$498K +$239K +51,397 +85%
Creative Planning
41
Creative Planning
Kansas
$426K +$184K +39,492 +70%
GVAG
42
Great Valley Advisor Group
Delaware
$397K +$173K +37,141 +71%
SFP
43
Strategic Financial Partners
Oregon
$392K +$221K +47,455 +116%
AWM
44
Axxcess Wealth Management
California
$386K +$119K +25,548 +42%
IWM
45
IHT Wealth Management
Illinois
$373K +$169K +36,365 +76%
SB
46
Strategic Blueprint
Georgia
$366K +$195K +41,802 +103%
KCM
47
Kathmere Capital Management
Pennsylvania
$355K +$186K +40,029 +100%
MAC
48
Mason & Associates (California)
California
$345K +$158K +34,010 +78%
CW
49
Channel Wealth
California
$322K +$338K +72,544 New
RJA
50
Raymond James & Associates
Florida
$321K +$266K +57,167 +380%
1
2
3 4 5

FSCO Hedge Fund Activity: Q1 2023 in Review

226 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FS Credit Opportunities Corp (FSCO) for Q1 2023, worth a combined $120M — down 78% from $549M a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new FSCO positions and 19 closed out — a net gain of 68 holders — while 119 added to existing stakes and 9 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $23.1M. The largest seller was WealthPlan Investment Management, cutting an estimated $1.64M.

  • 226 institutional investors held FS Credit Opportunities Corp (FSCO) as of Q1 2023, up from 162 in Q4 2022.
  • Funds reported $120M of FS Credit Opportunities Corp stock for Q1 2023, down 78% quarter-over-quarter.
  • 87 funds opened new FS Credit Opportunities Corp positions in Q1 2023 and 19 closed out, a net change of +68 holders.
  • The largest FS Credit Opportunities Corp buyer in Q1 2023 was Commonwealth Equity Services, an estimated $23.1M added.
  • The largest FS Credit Opportunities Corp seller in Q1 2023 was WealthPlan Investment Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2023.