OCCI

OFS Credit Co
OCCI

Overview Fund Activity

18 hedge funds and large institutions have $7.73M invested in OFS Credit Co in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.21M
2
Morgan Stanley
Morgan Stanley
New York
$514K
3
NA
NewEdge Advisors
Louisiana
$143K
4
NFSG
Newbridge Financial Services Group
Florida
$91K
5
Wells Fargo
Wells Fargo
California
$57K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.03M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$238K
3
CA
Cetera Advisors
Colorado
$389K
4
CAN
Claraphi Advisory Network
United States
$1.04M
5
AWA
Arkadios Wealth Advisors
Georgia
$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1
Bard Associates
Illinois
$1.42M -$24.8K -2,118 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.21M +$1.21M +102,837 New
CAN
3
Claraphi Advisory Network
United States
$1.04M -$141K -12,015 -12%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.03M -$2.17M -184,925 -68%
Osaic Holdings
5
Osaic Holdings
Arizona
$733K +$48.4K +4,126 +7%
Morgan Stanley
6
Morgan Stanley
New York
$514K +$326K +27,782 +173%
CA
7
Cetera Advisors
Colorado
$389K -$157K -13,415 -29%
AWA
8
Arkadios Wealth Advisors
Georgia
$336K -$48.3K -4,116 -13%
WEPOG
9
Wealth Enhancement & Preservation of GA
Georgia
$253K -$7.09K -605 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$238K -$744K -63,361 -76%
BRWA
11
B. Riley Wealth Advisors
Florida
$201K -$13.4K -1,140 -6%
NA
12
NewEdge Advisors
Louisiana
$143K +$143K +12,173 New
NFSG
13
Newbridge Financial Services Group
Florida
$91K +$91K +7,792 New
LC
14
Lindbrook Capital
California
$75K +$9.67K +820 +15%
Wells Fargo
15
Wells Fargo
California
$57K +$57K +4,860 +486,000%
DI
16
Disciplined Investments
Oklahoma
$7K +$7K +577 New
UBS Group
17
UBS Group
Switzerland
– -$8K -676 Closed
BWM
18
Baystate Wealth Management
Massachusetts
– -$2K -147 Closed