OCCI

OFS Credit Co
OCCI

Overview Fund Activity

19 hedge funds and large institutions have $5.4M invested in OFS Credit Co in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
3
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$381K
2
VEA
Virtus ETF Advisers
New York
$2.26M
3
GL
Graypoint LLC
New York
$1.17M
4
NAS
Nicolet Advisory Services
Wisconsin
$105K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$92.2K

Top Sellers

1
VF
Virtu Financial
New York
$0
2
TNA
True North Advisors
Texas
$0
3
LFA
LGT Financial Advisors
Texas
$0
4
LC
Lindbrook Capital
California
$42.7K
5
AWA
Arkadios Wealth Advisors
Georgia
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
1
Virtus ETF Advisers
New York
$2.26M +$281K +39,531 +14%
GL
2
Graypoint LLC
New York
$1.17M +$241K +33,857 +26%
LPL Financial
3
LPL Financial
California
$757K +$10.3K +1,445 +1%
KAS
4
Kestra Advisory Services
Texas
$381K +$381K +53,596 New
AWA
5
Arkadios Wealth Advisors
Georgia
$228K -$14.5K -2,042 -6%
NAS
6
Nicolet Advisory Services
Wisconsin
$105K +$105K +14,888 New
NA
7
NewEdge Advisors
Louisiana
$104K -$12.8K -1,800 -11%
Creative Planning
8
Creative Planning
Kansas
$92.4K – – –
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$92.2K +$92.2K +12,974 New
Morgan Stanley
10
Morgan Stanley
New York
$89.6K -$5.7K -802 -6%
MWM
11
Melfa Wealth Management
Massachusetts
$73K – – –
LC
12
Lindbrook Capital
California
$42.7K -$21.3K -3,000 -33%
AF
13
Allworth Financial
California
$2.13K +$2.13K +302 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +103 New
T
15
Transce3nd
Texas
$782 +$782 +110 New
Osaic Holdings
16
Osaic Holdings
Arizona
$711 -$2.15K -302 -75%
PS
17
Principal Securities
Iowa
$661 – – –
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$71 – – –
Wells Fargo
19
Wells Fargo
California
$7 -$399 -57 -98%
VF
20
Virtu Financial
New York
– -$134K -18,064 Closed
TNA
21
True North Advisors
Texas
– -$74.1K -10,001 Closed
LFA
22
LGT Financial Advisors
Texas
– -$23.9K -3,228 Closed
CA
23
CoreCap Advisors
Michigan
– -$14.4K -1,942 Closed