OFS Credit Co
OCCI
20 hedge funds and large institutions have $5.5M invested in OFS Credit Co in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
18% more funds holding
Funds holding: 17 → 20 (+3)
15% more capital invested
Capital invested by funds: $4.78M → $5.5M (+$728K)
0.2% more ownership
Funds ownership: 3.54% → 3.74% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$388K |
| 2 |
VEA
Virtus ETF Advisers
New York
|
+$286K |
| 3 |
GL
Graypoint LLC
Albany,
New York
|
+$245K |
| 4 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$108K |
| 5 |
MG
Marex Group
London,
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$134K |
| 2 |
TNA
True North Advisors
Dallas,
Texas
|
-$74.1K |
| 3 |
LFA
LGT Financial Advisors
Dallas,
Texas
|
-$23.9K |
| 4 |
LC
Lindbrook Capital
Calabasas,
California
|
-$21.7K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$14.8K |
OCCI Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q4 2024, worth a combined $5.5M — up 15% from $4.78M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OCCI positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $388K. The largest seller was Virtu Financial, exiting entirely with an estimated $134K sold.
- 20 institutional investors held OFS Credit Co (OCCI) as of Q4 2024, up from 17 in Q3 2024.
- Funds reported $5.5M of OFS Credit Co stock for Q4 2024, up 15% quarter-over-quarter.
- 7 funds opened new OFS Credit Co positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest OFS Credit Co buyer in Q4 2024 was Kestra Advisory Services, an estimated $388K added.
- The largest OFS Credit Co seller in Q4 2024 was Virtu Financial, an estimated $134K sold.
Based on aggregated 13F filings for Q4 2024.