OFS Credit Co
OCCI
23 hedge funds and large institutions have $6.21M 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.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
28% more funds holding
Funds holding: 18 → 23 (+5)
0.67% more ownership
Funds ownership: 7.78% → 8.45% (+0.67%)
20% less capital invested
Capital invested by funds: $7.73M → $6.21M (-$1.52M)
69% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$235K |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$171K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$58.3K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$14.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$74.4K |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$73.7K |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$48.5K |
| 4 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$46.2K |
| 5 |
BA
Bard Associates
Chicago,
Illinois
|
-$37.4K |
OCCI Hedge Fund Activity: Q2 2022 in Review
23 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q2 2022, worth a combined $6.21M — down 20% from $7.73M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OCCI positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 13 trimmed.
The largest buyer was B. Riley Wealth Management, opening a new position worth an estimated $235K. The largest seller was Cetera Advisors, cutting an estimated $74.4K.
- 23 institutional investors held OFS Credit Co (OCCI) as of Q2 2022, up from 18 in Q1 2022.
- Funds reported $6.21M of OFS Credit Co stock for Q2 2022, down 20% quarter-over-quarter.
- 6 funds opened new OFS Credit Co positions in Q2 2022 and 1 closed out, a net change of +5 holders.
- The largest OFS Credit Co buyer in Q2 2022 was B. Riley Wealth Management, an estimated $235K added.
- The largest OFS Credit Co seller in Q2 2022 was Cetera Advisors, an estimated $74.4K sold.
Based on aggregated 13F filings for Q2 2022.