OAKTREE CAPITAL GROUP, LLC
OAK
OAK was delisted on the 27th of September, 2019.
134 hedge funds and large institutions have $1.63B invested in OAKTREE CAPITAL GROUP, LLC in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 17 closing their positions.
283% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $4.25M
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
14% more capital invested
Capital invested by funds: $1.43B → $1.63B (+$206M)
11% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 37
5% more funds holding
Funds holding: 128 → 134 (+6)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.19M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$8.63M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$5.76M |
| 5 |
Morgan Stanley
New York
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHI
Richmond Hill Investments
New York
|
-$11.8M |
| 2 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
-$11M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$6.28M |
| 4 |
VNA
VNBTrust National Association
Charlottesville,
Virginia
|
-$6.16M |
| 5 |
RA
Royce & Associates
New York
|
-$5.5M |
OAK Hedge Fund Activity: Q4 2013 in Review
134 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in OAKTREE CAPITAL GROUP, LLC (OAK) for Q4 2013, worth a combined $1.63B — up 14% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new OAK positions and 17 closed out — a net gain of 8 holders — while 41 added to existing stakes and 37 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $13.8M. The largest seller was Richmond Hill Investments, exiting entirely with an estimated $11.8M sold.
- 134 institutional investors held OAKTREE CAPITAL GROUP, LLC (OAK) as of Q4 2013, up from 128 in Q3 2013.
- Funds reported $1.63B of OAKTREE CAPITAL GROUP, LLC stock for Q4 2013, up 14% quarter-over-quarter.
- 25 funds opened new OAKTREE CAPITAL GROUP, LLC positions in Q4 2013 and 17 closed out, a net change of +8 holders.
- The largest OAKTREE CAPITAL GROUP, LLC buyer in Q4 2013 was Fidelity Investments, an estimated $13.8M added.
- The largest OAKTREE CAPITAL GROUP, LLC seller in Q4 2013 was Richmond Hill Investments, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2013.