OCCI

OFS Credit Co
OCCI

Overview Fund Activity

23 hedge funds and large institutions have $6.01M invested in OFS Credit Co in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$148K
2
Osaic Holdings
Osaic Holdings
Arizona
$619K
3
NA
NewEdge Advisors
Louisiana
$123K
4
UBS Group
UBS Group
Switzerland
$5K
5
AW
ACG Wealth
Georgia
$2K

Top Sellers

1
CA
Cetera Advisors
Colorado
$238K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$738K
3
CAN
Claraphi Advisory Network
United States
$764K
4
NFSG
Newbridge Financial Services Group
Florida
$31K
5
BA
Bard Associates
Illinois
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1
Bard Associates
Illinois
$1.13M -$34.3K -3,556 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$936K +$318 +35 +0%
CAN
3
Claraphi Advisory Network
United States
$764K -$42K -4,617 -5%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$738K -$63.8K -7,017 -8%
Osaic Holdings
5
Osaic Holdings
Arizona
$619K +$50.5K +5,551 +9%
Morgan Stanley
6
Morgan Stanley
New York
$399K +$291 +32 +0.1%
AWA
7
Arkadios Wealth Advisors
Georgia
$253K -$7.75K -851 -3%
CA
8
Cetera Advisors
Colorado
$238K -$64.6K -7,083 -21%
WEPOG
9
Wealth Enhancement & Preservation of GA
Georgia
$191K -$4.57K -504 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$184K -$646 -71 -0.4%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$148K +$148K +16,263 New
BRWA
12
B. Riley Wealth Advisors
Florida
$140K -$16K -1,755 -10%
NA
13
NewEdge Advisors
Louisiana
$123K +$12.4K +1,363 +11%
LC
14
Lindbrook Capital
California
$56K -$1.59K -176 -3%
Wells Fargo
15
Wells Fargo
California
$43K -$1.23K -135 -3%
NFSG
16
Newbridge Financial Services Group
Florida
$31K -$40.1K -4,393 -56%
DI
17
Disciplined Investments
Oklahoma
$5K -$152 -17 -3%
UBS Group
18
UBS Group
Switzerland
$5K +$5K +513 New
AW
19
ACG Wealth
Georgia
$2K +$2K +213 New
IFAM
20
Institutional & Family Asset Management
Colorado
$1K +$1K +101 New
BRWM
21
B. Riley Wealth Management
Tennessee
$203 +$203 +22,327 New