OCCI

OFS Credit Co
OCCI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACI
Alpha Cubed Investments
California
$420K
2
IAIM
International Assets Investment Management
Florida
$266K
3
Osaic Holdings
Osaic Holdings
Arizona
$885K
4
Baird Financial Group
Baird Financial Group
Wisconsin
$415K
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$478K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
2
CAN
Claraphi Advisory Network
United States
$188K
3
CRC
Curi RMB Capital
Illinois
$0
4
BA
Bard Associates
Illinois
$956K
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1
Bard Associates
Illinois
$956K -$111K -12,625 -10%
Osaic Holdings
2
Osaic Holdings
Arizona
$885K +$260K +31,976 +42%
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$478K +$27.4K +3,379 +6%
ACI
4
Alpha Cubed Investments
California
$420K +$420K +51,720 New
Baird Financial Group
5
Baird Financial Group
Wisconsin
$415K +$81.4K +10,023 +24%
IAIM
6
International Assets Investment Management
Florida
$266K +$266K +32,718 New
Morgan Stanley
7
Morgan Stanley
New York
$224K -$61.3K -7,549 -21%
AWA
8
Arkadios Wealth Advisors
Georgia
$220K -$4.75K -585 -2%
CAN
9
Claraphi Advisory Network
United States
$188K -$429K -52,781 -70%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$187K +$21.6K +2,657 +13%
BRWA
11
B. Riley Wealth Advisors
Florida
$140K -$39.1K -4,506 -22%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$135K +$3.06K +377 +2%
NA
13
NewEdge Advisors
Louisiana
$129K +$9.92K +1,222 +8%
LC
14
Lindbrook Capital
California
$54.6K +$2.34K +288 +4%
Wells Fargo
15
Wells Fargo
California
$41.9K +$1.91K +235 +5%
MWM
16
MinichMacGregor Wealth Management
New York
$25.7K +$25.7K +3,160 New
BAM
17
Belpointe Asset Management
Nevada
$406 +$406 +50 New
AF
18
Advisornet Financial
Minnesota
$249 +$16 +2 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$939K -106,256 Closed
CRC
20
Curi RMB Capital
Illinois
– -$398K -45,000 Closed
Jane Street
21
Jane Street
New York
– -$99K -11,244 Closed