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OAKS

Five Oaks Investment Corp.
OAKS

Delisted

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

36 hedge funds and large institutions have $36.4M invested in Five Oaks Investment Corp. in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

22% more call options, than puts

Call options by funds: $66K | Put options by funds: $54K

16% more funds holding

Funds holding: 3136 (+5)

7% more capital invested

Capital invested by funds: $34M → $36.4M (+$2.36M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
8
Reduced
8
Closed
5
Calls
$66K
Puts
$54K
Net Calls
+$12K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
XGI
1
XL Group Investments
Bermuda
$19.8M
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.93M +$84.2K +16,005 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.8M
Renaissance Technologies
4
Renaissance Technologies
New York
$2.08M +$396K +75,327 +21%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$1.38M +$1.48M +281,739 New
Deutsche Bank
6
Deutsche Bank
Germany
$1.22M +$486K +92,460 +59%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$818K +$528K +100,441 +149%
RA
8
Rational Advisors
New York
$657K +$708K +134,600 New
PAM
9
PVG Asset Management
Colorado
$657K +$708K +134,600 New
BlackRock
10
BlackRock
New York
$631K -$32.5K -6,177 -5%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$484K +$133K +25,322 +34%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$408K
Invesco
13
Invesco
Georgia
$298K -$2.33K -442 -0.7%
EMG
14
Ellington Management Group
Connecticut
$294K +$317K +60,197 New
Northern Trust
15
Northern Trust
Illinois
$158K
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$149K
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$122K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$110K -$558 -106 -0.5%
VKH
19
Virtu KCG Holdings
New York
$108K +$117K +22,221 New
IOOF
20
Independent Order of Foresters
Ontario, Canada
$62K
Goldman Sachs
21
Goldman Sachs
New York
$62K +$66.5K +12,635 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$62K +$66.5K +12,646 New
Citigroup
23
Citigroup
New York
$46K -$131K -24,988 -72%
TWA
24
TCI Wealth Advisors
Arizona
$24K +$26.3K +5,000 New
TRCT
25
Tower Research Capital (TRC)
New York
$21K +$3.8K +722 +20%

OAKS Hedge Fund Activity: Q2 2017 in Review

36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Five Oaks Investment Corp. (OAKS) for Q2 2017, worth a combined $36.4M — up 6.9% from $34M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OAKS positions and 5 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $1.48M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $367K sold.

  • 36 institutional investors held Five Oaks Investment Corp. (OAKS) as of Q2 2017, up from 31 in Q1 2017.
  • Funds reported $36.4M of Five Oaks Investment Corp. stock for Q2 2017, up 6.9% quarter-over-quarter.
  • 10 funds opened new Five Oaks Investment Corp. positions in Q2 2017 and 5 closed out, a net change of +5 holders.
  • The largest Five Oaks Investment Corp. buyer in Q2 2017 was Alyeska Investment Group, an estimated $1.48M added.
  • The largest Five Oaks Investment Corp. seller in Q2 2017 was JP Morgan Chase, an estimated $367K sold.

Based on aggregated 13F filings for Q2 2017.