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OAKS

Five Oaks Investment Corp.
OAKS

Delisted

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

33 hedge funds and large institutions have $14.1M invested in Five Oaks Investment Corp. in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

3% less funds holding

Funds holding: 3433 (-1)

8% less capital invested

Capital invested by funds: $15.3M → $14.1M (-$1.2M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
9
Closed
6
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.44M +$792K +142,230 +29%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.78M -$1.21M -218,090 -30%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.73M
Citigroup
4
Citigroup
New York
$1.61M -$133K -23,944 -8%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$429K +$39.8K +7,160 +10%
BIT
6
BlackRock Institutional Trust
California
$420K
WAM
7
Wolverine Asset Management
Illinois
$386K -$165K -29,660 -30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$366K
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$230K +$234K +42,000 New
BFA
10
BlackRock Fund Advisors
California
$186K -$3.33K -598 -2%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$169K +$46K +8,270 +37%
Invesco
12
Invesco
Georgia
$168K -$3.05K -548 -2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$145K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$123K +$50.7K +9,103 +68%
Northern Trust
15
Northern Trust
Illinois
$120K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$119K
Stifel Financial
17
Stifel Financial
Missouri
$118K -$11.1K -2,000 -8%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$113K -$23.4K -4,200 -17%
AWCI
19
Alpine Woods Capital Investors
New York
$82K -$55.7K -10,000 -40%
SBIA
20
Sheaff Brock Investment Advisors
Indiana
$82K
PPA
21
Parametric Portfolio Associates
Washington
$69K +$70K +12,586 New
WA
22
Whitebox Advisors
Minnesota
$65K
Deutsche Bank
23
Deutsche Bank
Germany
$63K +$27K +4,857 +73%
TRCT
24
Tower Research Capital (TRC)
New York
$20K +$9.58K +1,722 +95%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$15K +$10.3K +1,848 +224%

OAKS Hedge Fund Activity: Q2 2016 in Review

33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Five Oaks Investment Corp. (OAKS) for Q2 2016, worth a combined $14.1M — down 7.8% from $15.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OAKS and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $792K. The largest seller was Renaissance Technologies, cutting an estimated $1.21M.

  • 33 institutional investors held Five Oaks Investment Corp. (OAKS) as of Q2 2016, down from 34 in Q1 2016.
  • Funds reported $14.1M of Five Oaks Investment Corp. stock for Q2 2016, down 7.8% quarter-over-quarter.
  • 5 funds opened new Five Oaks Investment Corp. positions in Q2 2016 and 6 closed out, a net change of -1 holder.
  • The largest Five Oaks Investment Corp. buyer in Q2 2016 was Vanguard Group, an estimated $792K added.
  • The largest Five Oaks Investment Corp. seller in Q2 2016 was Renaissance Technologies, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2016.