OCCI

OFS Credit Co
OCCI

Overview Fund Activity

18 hedge funds and large institutions have $6.08M invested in OFS Credit Co in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-5
Holders Change %
-21.74%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
$398K
2
Baird Financial Group
Baird Financial Group
Wisconsin
$363K
3
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$491K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$143K
5
Jane Street
Jane Street
New York
$99K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
2
CA
Cetera Advisors
Colorado
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
Morgan Stanley
Morgan Stanley
New York
$311K
5
CAN
Claraphi Advisory Network
United States
$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1
Bard Associates
Illinois
$1.14M +$40.5K +4,307 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$939K +$29.9K +3,384 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$681K +$79.6K +9,000 +13%
CAN
4
Claraphi Advisory Network
United States
$671K -$71.1K -8,043 -10%
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$491K +$304K +34,405 +163%
CRC
6
Curi RMB Capital
Illinois
$398K +$398K +45,000 New
Baird Financial Group
7
Baird Financial Group
Wisconsin
$363K +$363K +41,102 New
Morgan Stanley
8
Morgan Stanley
New York
$311K -$77.2K -8,724 -20%
AWA
9
Arkadios Wealth Advisors
Georgia
$245K -$716 -81 -0.3%
BRWA
10
B. Riley Wealth Advisors
Florida
$183K +$46.9K +5,293 +34%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$180K +$35.9K +4,049 +25%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$143K +$143K +16,226 New
NA
13
NewEdge Advisors
Louisiana
$129K +$9.52K +1,078 +8%
Jane Street
14
Jane Street
New York
$99K +$99K +11,244 New
LC
15
Lindbrook Capital
California
$57K +$2.26K +255 +4%
Wells Fargo
16
Wells Fargo
California
$44K +$1.75K +196 +4%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
– -$738K -81,141 Closed
CA
18
Cetera Advisors
Colorado
– -$238K -26,103 Closed
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
– -$184K -20,211 Closed
NFSG
20
Newbridge Financial Services Group
Florida
– -$31K -3,399 Closed
DI
21
Disciplined Investments
Oklahoma
– -$5K -560 Closed
UBS Group
22
UBS Group
Switzerland
– -$5K -513 Closed
AW
23
ACG Wealth
Georgia
– -$2K -213 Closed