OCCI

OFS Credit Co
OCCI

Overview Fund Activity

16 hedge funds and large institutions have $12.8M invested in OFS Credit Co in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
9
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Claraphi Advisory Network
United States
$1.46M
2
CA
Cetera Advisors
Colorado
$504K
3
Osaic Holdings
Osaic Holdings
Arizona
$673K
4
AF
Advisornet Financial
Minnesota
$1.79M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$820K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.13M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
AWA
Arkadios Wealth Advisors
Georgia
$413K
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$270K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$5.13M -$310K -25,252 -6%
AF
2
Advisornet Financial
Minnesota
$1.79M +$133K +10,824 +8%
BA
3
Bard Associates
Illinois
$1.5M +$29.1K +2,365 +2%
CAN
4
Claraphi Advisory Network
United States
$1.46M +$206K +16,788 +17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$820K +$74.1K +6,031 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$673K +$138K +11,247 +26%
CA
7
Cetera Advisors
Colorado
$504K +$176K +14,310 +54%
AWA
8
Arkadios Wealth Advisors
Georgia
$413K -$18.5K -1,512 -4%
WEPOG
9
Wealth Enhancement & Preservation of GA
Georgia
$270K -$1.87K -152 -0.7%
BRWA
10
B. Riley Wealth Advisors
Florida
$231K +$21K +1,706 +10%
TRCT
11
Tower Research Capital (TRC)
New York
$15K +$14.3K +1,141 +1,902%
UBS Group
12
UBS Group
Switzerland
$13K +$13K +1,080 New
IA
13
IFP Advisors
Florida
$7K +$7K +554 New
LC
14
Lindbrook Capital
California
$2K +$53 +4 +3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
– -$252K -19,175 Closed