OCCI

OFS Credit Co
OCCI

Overview Fund Activity

26 hedge funds and large institutions have $19.4M invested in OFS Credit Co in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
12
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CL
Choreo LLC
Illinois
+$738K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$185K
3
PS
Principal Securities
Iowa
+$118K
4
PI
PFG Investments
New York
+$82.2K
5
TNA
True North Advisors
Texas
+$80K

Top Sellers

1
AFG
Atomi Financial Group
New York
-$258K
2
Morgan Stanley
Morgan Stanley
New York
-$151K
3
LPL Financial
LPL Financial
California
-$16.8K
4
AWM
Able Wealth Management
New Jersey
-$14.1K
5
ACM
Arlington Capital Management
Illinois
-$9.79K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$9.33M +$185K +25,871 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.52M +$75.9K +10,595 +2%
PS
3
Principal Securities
Iowa
$1.22M +$118K +16,440 +11%
GL
4
Graypoint LLC
New York
$856K +$48.7K +6,806 +6%
CL
5
Choreo LLC
Illinois
$738K +$738K +103,059 New
LPL Financial
6
LPL Financial
California
$519K -$16.8K -2,346 -3%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$358K +$20.3K +2,841 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$304K +$51.6K +7,200 +20%
ACM
9
Arlington Capital Management
Illinois
$283K -$9.79K -1,367 -3%
AWA
10
Arkadios Wealth Advisors
Georgia
$230K +$8.24K +1,151 +4%
IAIM
11
International Assets Investment Management
Florida
$192K +$43.6K +6,172 +29%
BRWA
12
B. Riley Wealth Advisors
Florida
$171K +$58.5K +7,651 +52%
Morgan Stanley
13
Morgan Stanley
New York
$119K -$151K -21,147 -56%
NA
14
NewEdge Advisors
Louisiana
$118K +$13K +1,815 +12%
Creative Planning
15
Creative Planning
Kansas
$85.9K +$7.16K +1,000 +9%
PI
16
PFG Investments
New York
$82.2K +$82.2K +11,479 New
TNA
17
True North Advisors
Texas
$80K +$80K +11,175 New
MWM
18
Melfa Wealth Management
Massachusetts
$73K +$73K +10,195 New
LC
19
Lindbrook Capital
California
$57.3K +$25.7K +3,596 +82%
CA
20
CoreCap Advisors
Michigan
$37.1K +$37.1K +5,176 New
LFA
21
LGT Financial Advisors
Texas
$23.1K -$7 -1 -0%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7K -$1.19K -162 -14%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$74 +$74 +10 New
PCM
24
Perritt Capital Management
Illinois
$23 – – –
Wells Fargo
25
Wells Fargo
California
$10 – – –
1
2