OCCI

OFS Credit Co
OCCI

Overview Fund Activity

21 hedge funds and large institutions have $8.67M invested in OFS Credit Co in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.01M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$684K
3
BA
Bard Associates
Illinois
$1.02M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$257K
5
Baird Financial Group
Baird Financial Group
Wisconsin
$449K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$180K
2
BWP
Balboa Wealth Partners
Arizona
$144K
3
CAN
Cetera Advisor Networks
California
$0
4
Morgan Stanley
Morgan Stanley
New York
$149K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$94.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$4.01M +$4.01M +480,060 New
BA
2
Bard Associates
Illinois
$1.02M +$33.3K +3,736 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$684K +$684K +81,788 New
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$508K +$6.8K +813 +1%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$449K +$26.2K +3,137 +6%
AFG
6
Atomi Financial Group
New York
$268K -$23.1K -2,764 -8%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$257K +$32.1K +3,850 +14%
AWA
8
Arkadios Wealth Advisors
Georgia
$251K +$12.3K +1,466 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$180K -$638K -76,288 -78%
BRWA
10
B. Riley Wealth Advisors
Florida
$171K +$21K +2,373 +14%
NA
11
NewEdge Advisors
Louisiana
$168K +$15.9K +1,900 +10%
Morgan Stanley
12
Morgan Stanley
New York
$149K -$57K -6,823 -28%
BWP
13
Balboa Wealth Partners
Arizona
$144K -$265K -31,750 -65%
KA
14
Kovack Advisors
Florida
$111K +$16.6K +1,987 +18%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$94.9K -$39.4K -4,708 -29%
IAIM
16
International Assets Investment Management
Florida
$93.3K +$5.27K +630 +6%
LC
17
Lindbrook Capital
California
$60.9K +$2.4K +287 +4%
Wells Fargo
18
Wells Fargo
California
$46.7K +$1.83K +219 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4K -$3.85K -404 -49%
AF
20
Advisornet Financial
Minnesota
$288 +$8 +1 +3%
CPG
21
Cornerstone Planning Group
New Jersey
$266 +$266 +32 New
CAN
22
Cetera Advisor Networks
California
– -$105K -11,361 Closed
TAM
23
Tucker Asset Management
Colorado
– -$11.9K -1,298 Closed
BAM
24
Belpointe Asset Management
Nevada
– -$460 -50 Closed