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OAKS

Five Oaks Investment Corp.
OAKS

Delisted

OAKS was delisted on the 25th of May, 2018.

29 hedge funds and large institutions have $27.4M invested in Five Oaks Investment Corp. in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

11% less capital invested

Capital invested by funds: $30.6M → $27.4M (-$3.23M)

17% less funds holding

Funds holding: 3529 (-6)

56% less call options, than puts

Call options by funds: $19K | Put options by funds: $43K

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
11
Reduced
11
Closed
8
Calls
$19K
Puts
$43K
Net Calls
-$24K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$8.12M +$1.18M +107,483 +16%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.3M
BFA
3
BlackRock Fund Advisors
California
$3.42M +$1.43M +131,128 +69%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.88M +$458K +41,910 +18%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.28M +$241K +22,000 +22%
BIG
6
Blackthorn Investment Group
Kansas
$1.27M +$64.5K +5,900 +5%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.06M +$43.5K +3,975 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$712K +$81.8K +7,481 +13%
BI
9
Bulldog Investors
New Jersey
$586K
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$519K +$3.28K +300 +0.6%
Goldman Sachs
11
Goldman Sachs
New York
$339K -$146K -13,372 -30%
Stifel Financial
12
Stifel Financial
Missouri
$303K -$1.15K -105 -0.4%
Northern Trust
13
Northern Trust
Illinois
$253K +$6.25K +572 +2%
Morgan Stanley
14
Morgan Stanley
New York
$243K -$5.88K -538 -2%
DCM
15
Dialectic Capital Management
Connecticut
$239K -$1.18M -107,600 -83%
GCP
16
GSA Capital Partners
United Kingdom
$191K -$53.3K -4,872 -21%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$180K
CS
18
Credit Suisse
Switzerland
$148K -$32.4K -2,967 -18%
PAM
19
PVG Asset Management
Colorado
$117K -$401K -36,670 -77%
Deutsche Bank
20
Deutsche Bank
Germany
$75K -$462K -42,275 -86%
Invesco
21
Invesco
Georgia
$71K -$2.87K -262 -4%
BIM
22
BlackRock Investment Management
Delaware
$20K +$2.13K +195 +11%
Group One Trading
23
Group One Trading
Illinois
$15K +$15.3K +1,400 New
UBS Group
24
UBS Group
Switzerland
$10K -$15.5K -1,413 -58%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3K -$60.1K -5,500 -95%

OAKS Hedge Fund Activity: Q1 2015 in Review

29 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Five Oaks Investment Corp. (OAKS) for Q1 2015, worth a combined $27.4M — down 11% from $30.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OAKS and 2 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.43M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.93M sold.

  • 29 institutional investors held Five Oaks Investment Corp. (OAKS) as of Q1 2015, down from 35 in Q4 2014.
  • Funds reported $27.4M of Five Oaks Investment Corp. stock for Q1 2015, down 11% quarter-over-quarter.
  • 2 funds opened new Five Oaks Investment Corp. positions in Q1 2015 and 8 closed out, a net change of -6 holders.
  • The largest Five Oaks Investment Corp. buyer in Q1 2015 was BlackRock Fund Advisors, an estimated $1.43M added.
  • The largest Five Oaks Investment Corp. seller in Q1 2015 was Wolverine Asset Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2015.