OFS Credit Co
OCCI
22 hedge funds and large institutions have $13.3M invested in OFS Credit Co in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
54% more capital invested
Capital invested by funds: $8.67M → $13.3M (+$4.65M)
5% more funds holding
Funds holding: 21 → 22 (+1)
4.66% more ownership
Funds ownership: 9.51% → 14.17% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$3.17M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.41M |
| 3 |
GL
Graypoint LLC
Albany,
New York
|
+$848K |
| 4 |
LPL Financial
San Diego,
California
|
+$564K |
| 5 |
VF
Virtu Financial
New York
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$144K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$94.9K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$55.9K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$23.8K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$18K |
OCCI Hedge Fund Activity: Q3 2023 in Review
22 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q3 2023, worth a combined $13.3M — up 54% from $8.67M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OCCI positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $3.17M. The largest seller was Balboa Wealth Partners, exiting entirely with an estimated $144K sold.
- 22 institutional investors held OFS Credit Co (OCCI) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $13.3M of OFS Credit Co stock for Q3 2023, up 54% quarter-over-quarter.
- 4 funds opened new OFS Credit Co positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest OFS Credit Co buyer in Q3 2023 was Thomas J. Herzfeld Advisors, an estimated $3.17M added.
- The largest OFS Credit Co seller in Q3 2023 was Balboa Wealth Partners, an estimated $144K sold.
Based on aggregated 13F filings for Q3 2023.