OCCI

OFS Credit Co
OCCI

Overview Fund Activity

15 hedge funds and large institutions have $5.3M invested in OFS Credit Co in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$726K
2
AWA
Arkadios Wealth Advisors
Georgia
+$425K
3
CAN
Claraphi Advisory Network
United States
+$408K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$226K
5
CA
Cetera Advisors
Colorado
+$50.6K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$342K
2
BRWA
B. Riley Wealth Advisors
Florida
-$90.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1
Bard Associates
Illinois
$1.3M +$33.5K +2,976 +3%
AF
2
Advisornet Financial
Minnesota
$1.12M +$39.5K +3,504 +4%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$767K +$726K +64,458 +1,751%
CAN
4
Claraphi Advisory Network
United States
$686K +$408K +36,235 +147%
AWA
5
Arkadios Wealth Advisors
Georgia
$425K +$425K +37,786 New
Osaic Holdings
6
Osaic Holdings
Arizona
$314K -$342K -30,364 -52%
CA
7
Cetera Advisors
Colorado
$232K +$50.6K +4,494 +28%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$226K +$226K +20,078 New
BRWA
9
B. Riley Wealth Advisors
Florida
$179K -$90.3K -8,006 -34%
UBS Group
10
UBS Group
Switzerland
$31K +$18.5K +1,632 +147%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8K +$410 +38 +5%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$4K +$4K +367 New
Morgan Stanley
13
Morgan Stanley
New York
$4K +$4K +391 New
IAIM
14
International Assets Investment Management
Florida
$3K +$3K +247 New
LC
15
Lindbrook Capital
California
$2K +$85 +6 +4%