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OAK

OAKTREE CAPITAL GROUP, LLC
OAK

Delisted

OAK was delisted on the 27th of September, 2019.

184 hedge funds and large institutions have $2.98B invested in OAKTREE CAPITAL GROUP, LLC in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $2.55B → $2.98B (+$425M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less funds holding

Funds holding: 198184 (-14)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

79% less call options, than puts

Call options by funds: $1.93M | Put options by funds: $9.1M

Holders
184
Holders Change
-14
Holders Change %
-7.07%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
26
Increased
52
Reduced
66
Closed
37
Calls
$1.93M
Puts
$9.1M
Net Calls
-$7.17M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$234M +$179M +3,610,416 +324%
JP Morgan Chase
2
JP Morgan Chase
New York
$232M +$70.1M +1,415,213 +43%
Barclays
3
Barclays
United Kingdom
$180M +$173M +3,495,009 +2,431%
UBS Group
4
UBS Group
Switzerland
$172M +$29.1M +588,148 +20%
Goldman Sachs
5
Goldman Sachs
New York
$167M -$8.69M -175,583 -5%
Morgan Stanley
6
Morgan Stanley
New York
$162M +$53.5M +1,079,652 +49%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$150M -$75.8M -1,530,893 -34%
IG
8
ING Group
Netherlands
$144M +$34.7M +700,000 +32%
Citigroup
9
Citigroup
New York
$125M +$107M +2,160,768 +597%
WCMNY
10
Westchester Capital Management (New York)
New York
$124M +$64.8M +1,309,231 +109%
Bank of America
11
Bank of America
North Carolina
$101M +$59.6M +1,202,979 +143%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$80.7M +$63.6M +1,284,803 +374%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$78.2M -$14.5M -292,926 -16%
BlackRock
14
BlackRock
New York
$74.7M +$74.6M +1,507,551 New
WIC
15
Water Island Capital
New York
$74M +$18.8M +379,374 +34%
Artisan Partners
16
Artisan Partners
Wisconsin
$69.7M +$1.94M +39,279 +3%
BAMCO Inc
17
BAMCO Inc
New York
$66.3M -$26.2M -528,521 -28%
Capital World Investors
18
Capital World Investors
California
$57.6M -$129M -2,610,000 -69%
Deutsche Bank
19
Deutsche Bank
Germany
$55.5M +$29M +585,298 +110%
TIM
20
Thornburg Investment Management
New Mexico
$51.2M
AAM
21
Ardevora Asset Management
United Kingdom
$40.8M -$1.08M -21,800 -3%
Renaissance Technologies
22
Renaissance Technologies
New York
$36.5M +$35.7M +721,881 +4,914%
BAM
23
Burgundy Asset Management
Ontario, Canada
$28.5M +$912K +18,426 +3%
TEE
24
Tibra Equities Europe
United Kingdom
$28.2M +$28.2M +568,889 New
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.9M +$10M +202,000 +92%

OAK Hedge Fund Activity: Q2 2019 in Review

184 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in OAKTREE CAPITAL GROUP, LLC (OAK) for Q2 2019, worth a combined $2.98B — up 17% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of OAK and 26 opened new positions — a net loss of 11 holders — while 66 trimmed existing stakes and 52 added.

The largest buyer was Credit Suisse, adding an estimated $179M. The largest seller was Capital World Investors, cutting an estimated $129M.

  • 184 institutional investors held OAKTREE CAPITAL GROUP, LLC (OAK) as of Q2 2019, down from 198 in Q1 2019.
  • Funds reported $2.98B of OAKTREE CAPITAL GROUP, LLC stock for Q2 2019, up 17% quarter-over-quarter.
  • 26 funds opened new OAKTREE CAPITAL GROUP, LLC positions in Q2 2019 and 37 closed out, a net change of -11 holders.
  • The largest OAKTREE CAPITAL GROUP, LLC buyer in Q2 2019 was Credit Suisse, an estimated $179M added.
  • The largest OAKTREE CAPITAL GROUP, LLC seller in Q2 2019 was Capital World Investors, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2019.