OFS Credit Co
OCCI
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
17% more funds holding
Funds holding: 18 → 21 (+3)
14% more capital invested
Capital invested by funds: $4.76M → $5.41M (+$647K)
0.29% less ownership
Funds ownership: 6.11% → 5.82% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$460K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$151K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$107K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$106K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$37.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
Alpha Cubed Investments
Irvine,
California
|
-$420K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$209K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$135K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$104K |
| 5 |
Morgan Stanley
New York
|
-$28.2K |
OCCI Hedge Fund Activity: Q1 2023 in Review
21 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q1 2023, worth a combined $5.41M — up 14% from $4.76M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OCCI positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Balboa Wealth Partners, opening a new position worth an estimated $460K. The largest seller was Alpha Cubed Investments, exiting entirely with an estimated $420K sold.
- 21 institutional investors held OFS Credit Co (OCCI) as of Q1 2023, up from 18 in Q4 2022.
- Funds reported $5.41M of OFS Credit Co stock for Q1 2023, up 14% quarter-over-quarter.
- 7 funds opened new OFS Credit Co positions in Q1 2023 and 3 closed out, a net change of +4 holders.
- The largest OFS Credit Co buyer in Q1 2023 was Balboa Wealth Partners, an estimated $460K added.
- The largest OFS Credit Co seller in Q1 2023 was Alpha Cubed Investments, an estimated $420K sold.
Based on aggregated 13F filings for Q1 2023.