OCCI

OFS Credit Co
OCCI

Overview Fund Activity

26 hedge funds and large institutions have $19.4M invested in OFS Credit Co in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
12
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CL
Choreo LLC
Illinois
+$738K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$185K
3
PS
Principal Securities
Iowa
+$118K
4
PI
PFG Investments
New York
+$82.2K
5
TNA
True North Advisors
Texas
+$80K

Top Sellers

1
AFG
Atomi Financial Group
New York
-$258K
2
Morgan Stanley
Morgan Stanley
New York
-$151K
3
LPL Financial
LPL Financial
California
-$16.8K
4
AWM
Able Wealth Management
New Jersey
-$14.1K
5
ACM
Arlington Capital Management
Illinois
-$9.79K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Atomi Financial Group
New York
– -$258K -39,971 Closed
AWM
27
Able Wealth Management
New Jersey
– -$14.1K -2,180 Closed
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
– -$5K -774 Closed
PCMC
29
Planning Capital Management Corporation
Pennsylvania
– -$450 -70 Closed
AF
30
Advisornet Financial
Minnesota
– -$256 -40 Closed
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