OCCI

OFS Credit Co
OCCI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
13
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$6.25M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.74M
3
GL
Graypoint LLC
New York
$760K
4
LPL Financial
LPL Financial
California
$506K
5
VF
Virtu Financial
New York
$126K

Top Sellers

1
BWP
Balboa Wealth Partners
Arizona
$0
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
3
NA
NewEdge Advisors
Louisiana
$92.2K
4
KA
Kovack Advisors
Florida
$72.5K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$6.25M +$2.84M +401,164 +84%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.74M +$2.16M +304,641 +372%
BA
3
Bard Associates
Illinois
$868K -$7.04K -921 -0.8%
GL
4
Graypoint LLC
New York
$760K +$760K +107,260 New
LPL Financial
5
LPL Financial
California
$506K +$506K +71,319 New
Baird Financial Group
6
Baird Financial Group
Wisconsin
$422K +$41.4K +5,837 +11%
AFG
7
Atomi Financial Group
New York
$262K +$35.2K +4,965 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$247K +$93.8K +13,235 +61%
AWA
9
Arkadios Wealth Advisors
Georgia
$223K +$10.5K +1,481 +5%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$202K -$16.1K -2,276 -7%
BRWA
11
B. Riley Wealth Advisors
Florida
$171K +$23.3K +3,053 +16%
IAIM
12
International Assets Investment Management
Florida
$137K +$58.7K +8,366 +75%
VF
13
Virtu Financial
New York
$126K +$126K +17,777 New
Morgan Stanley
14
Morgan Stanley
New York
$124K -$1.93K -272 -2%
NA
15
NewEdge Advisors
Louisiana
$92.2K -$50.2K -7,075 -35%
KA
16
Kovack Advisors
Florida
$72.5K -$21.4K -3,013 -23%
LC
17
Lindbrook Capital
California
$54K +$2.32K +327 +4%
Wells Fargo
18
Wells Fargo
California
$41.3K +$1.66K +234 +4%
LFA
19
LGT Financial Advisors
Texas
$21.7K +$21.7K +3,067 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5K +$1.91K +260 +62%
AF
21
Advisornet Financial
Minnesota
$261 +$21 +3 +9%
CPG
22
Cornerstone Planning Group
New Jersey
$240 +$14 +2 +6%
BWP
23
Balboa Wealth Partners
Arizona
– -$144K -17,250 Closed
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
– -$94.9K -11,356 Closed