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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
AFAS
76
Acorn Financial Advisory Services
Virginia
$214K +$224K +48,099 New
AFGAS
77
Allegiance Financial Group Advisory Services
Virginia
$211K +$114K +24,589 +107%
Fisher Asset Management
78
Fisher Asset Management
Washington
$196K +$154K +33,073 +296%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$189K +$12.6K +2,713 +7%
FZCM
80
Flynn Zito Capital Management
New York
$188K +$99.7K +21,420 +102%
VHAM
81
Van Hulzen Asset Management
California
$182K +$191K +40,954 New
MW
82
Marcum Wealth
Ohio
$179K +$81K +17,406 +76%
DI
83
DFPG Investments
Utah
$172K +$89.9K +19,327 +100%
FMWA
84
Forvis Mazars Wealth Advisors
Missouri
$167K +$92.3K +19,837 +112%
CWM
85
Cornerstone Wealth Management
Missouri
$167K +$175K +37,581 New
KA
86
Kovack Advisors
Florida
$165K +$173K +37,167 New
IAG
87
Investmark Advisory Group
Connecticut
$162K +$33.8K +7,254 +24%
IWN
88
Independent Wealth Network
Iowa
$161K +$82.8K +17,802 +97%
ML
89
McAdam LLC
Pennsylvania
$161K +$168K +36,159 New
Cerity Partners
90
Cerity Partners
New York
$157K +$59.2K +12,728 +56%
WIM
91
WealthPlan Investment Management
Nebraska
$153K -$1.64M -353,156 -91%
TJHA
92
Thomas J. Herzfeld Advisors
Florida
$152K +$160K +34,330 New
ICG
93
InterOcean Capital Group
Tennessee
$152K +$159K +34,171 New
SWIM
94
Smallwood Wealth Investment Management
New Jersey
$148K +$29.4K +6,312 +23%
SL
95
Sentinus LLC
Illinois
$146K +$154K +32,992 New
DBRC
96
D.B. Root & Company
Pennsylvania
$146K +$153K +32,869 New
FIA
97
Foundations Investment Advisors
Arizona
$144K +$69.2K +14,870 +85%
WP
98
WealthPLAN Partners
Nebraska
$143K -$1.64M -352,283 -92%
SYBT
99
Stock Yards Bank & Trust
Kentucky
$136K – – –
SFG
100
Sterling Financial Group
California
$135K – – –
2 3
4
5 6

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.