OFS Credit Co
OCCI
17 hedge funds and large institutions have $7.23M invested in OFS Credit Co in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
36% more capital invested
Capital invested by funds: $5.3M → $7.23M (+$1.93M)
13% more funds holding
Funds holding: 15 → 17 (+2)
1.25% more ownership
Funds ownership: 13.15% → 14.39% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$485K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$382K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$253K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$239K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$758K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$30.6K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$11.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8K |
| 5 |
Morgan Stanley
New York
|
-$4K |
OCCI Hedge Fund Activity: Q1 2021 in Review
17 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q1 2021, worth a combined $7.23M — up 36% from $5.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OCCI positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Claraphi Advisory Network, adding an estimated $485K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $758K.
- 17 institutional investors held OFS Credit Co (OCCI) as of Q1 2021, up from 15 in Q4 2020.
- Funds reported $7.23M of OFS Credit Co stock for Q1 2021, up 36% quarter-over-quarter.
- 4 funds opened new OFS Credit Co positions in Q1 2021 and 2 closed out, a net change of +2 holders.
- The largest OFS Credit Co buyer in Q1 2021 was Claraphi Advisory Network, an estimated $485K added.
- The largest OFS Credit Co seller in Q1 2021 was Thomas J. Herzfeld Advisors, an estimated $758K sold.
Based on aggregated 13F filings for Q1 2021.