OCCI

OFS Credit Co
OCCI

Overview Fund Activity

21 hedge funds and large institutions have $5.41M invested in OFS Credit Co in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWP
Balboa Wealth Partners
Arizona
+$451K
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$148K
3
CAN
Cetera Advisor Networks
California
+$105K
4
KA
Kovack Advisors
Florida
+$104K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$36.5K

Top Sellers

1
ACI
Alpha Cubed Investments
California
-$420K
2
IAIM
International Assets Investment Management
Florida
-$204K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$135K
4
Osaic Holdings
Osaic Holdings
Arizona
-$102K
5
Morgan Stanley
Morgan Stanley
New York
-$27.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1
Bard Associates
Illinois
$1.08M +$15K +1,542 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$900K -$102K -11,117 -10%
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$552K +$10.3K +1,123 +2%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$465K -$4.92K -535 -1%
BWP
5
Balboa Wealth Partners
Arizona
$451K +$451K +49,000 New
AFG
6
Atomi Financial Group
New York
$320K +$320K +34,783 New
AWA
7
Arkadios Wealth Advisors
Georgia
$263K +$13.1K +1,421 +5%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$248K +$36.5K +3,970 +17%
Morgan Stanley
9
Morgan Stanley
New York
$226K -$27.6K -2,999 -11%
BRWA
10
B. Riley Wealth Advisors
Florida
$165K +$8.06K +827 +5%
NA
11
NewEdge Advisors
Louisiana
$155K +$20K +2,340 +15%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$148K +$148K +16,064 New
CAN
13
Cetera Advisor Networks
California
$105K +$105K +11,361 New
KA
14
Kovack Advisors
Florida
$104K +$104K +11,254 New
IAIM
15
International Assets Investment Management
Florida
$96.8K -$204K -22,192 -68%
LC
16
Lindbrook Capital
California
$64.4K +$2.5K +272 +4%
Wells Fargo
17
Wells Fargo
California
$49.4K +$1.91K +208 +4%
TAM
18
Tucker Asset Management
Colorado
$11.9K +$11.9K +1,298 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8K +$8K +824 New
BAM
20
Belpointe Asset Management
Nevada
$460 – – –
AF
21
Advisornet Financial
Minnesota
$299 +$18 +2 +6%
ACI
22
Alpha Cubed Investments
California
– -$420K -51,720 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
– -$135K -16,603 Closed
MWM
24
MinichMacGregor Wealth Management
New York
– -$25.7K -3,160 Closed