OFS Credit Co
OCCI
18 hedge funds and large institutions have $4.76M invested in OFS Credit Co in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.08% less ownership
Funds ownership: 8.19% → 6.11% (-2.1%)
22% less capital invested
Capital invested by funds: $6.08M → $4.76M (-$1.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
Alpha Cubed Investments
Irvine,
California
|
+$456K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$288K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$282K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$88.3K |
| 5 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
+$29.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$939K |
| 2 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$465K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$398K |
| 4 |
BA
Bard Associates
Chicago,
Illinois
|
-$111K |
| 5 |
Jane Street
New York
|
-$99K |
OCCI Hedge Fund Activity: Q4 2022 in Review
18 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q4 2022, worth a combined $4.76M — down 22% from $6.08M a quarter earlier.
Fund positioning in OCCI was balanced in Q4 2022: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 5 trimmed.
The largest buyer was Alpha Cubed Investments, opening a new position worth an estimated $456K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $939K sold.
- 18 institutional investors held OFS Credit Co (OCCI) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $4.76M of OFS Credit Co stock for Q4 2022, down 22% quarter-over-quarter.
- 4 funds opened new OFS Credit Co positions in Q4 2022 and 4 closed out, a net change of 0 holders.
- The largest OFS Credit Co buyer in Q4 2022 was Alpha Cubed Investments, an estimated $456K added.
- The largest OFS Credit Co seller in Q4 2022 was Royal Bank of Canada, an estimated $939K sold.
Based on aggregated 13F filings for Q4 2022.