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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

OCSI was delisted on the 18th of March, 2021.

44 hedge funds and large institutions have $52.7M invested in Oaktree Strategic Income Corporation in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

5% more funds holding

Funds holding: 4244 (+2)

3% less capital invested

Capital invested by funds: $54.5M → $52.7M (-$1.77M)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
26
Bessemer Group
New Jersey
$200K
TI
27
Trexquant Investment
Connecticut
$194K +$196K +22,259 New
AA
28
ALPS Advisors
Colorado
$141K +$48.2K +5,461 +51%
TSS
29
Two Sigma Securities
New York
$123K +$125K +14,124 New
Goldman Sachs
30
Goldman Sachs
New York
$121K -$26.4K -2,994 -18%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$107K +$15.7K +1,777 +17%
Northern Trust
32
Northern Trust
Illinois
$98K -$22.8K -2,580 -19%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$87K
Citigroup
34
Citigroup
New York
$73K -$32.2K -3,650 -30%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$55K +$15.8K +1,795 +40%
Bank of America
36
Bank of America
North Carolina
$47K +$46.8K +5,300 New
PCM
37
Prelude Capital Management
New York
$33K +$33.5K +3,800 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$18K +$5.29K +600 +40%
TRCT
39
Tower Research Capital (TRC)
New York
$17K +$17K +1,925 +4,583%
AG
40
Advisor Group
Arizona
$9K +$8.82K +1,000 New
HI
41
Hudock Inc
Pennsylvania
$7K +$838 +95 +13%
US Bancorp
42
US Bancorp
Minnesota
$5K +$3.53K +400 +200%
WAS
43
WESPAC Advisors SoCal
California
$3.48K
PCM
44
Penserra Capital Management
California
$3K +$432 +49 +12%
RCM
45
Rivernorth Capital Management
Florida
-$507K -59,251 Closed
GC
46
Guggenheim Capital
Illinois
-$258K -30,136 Closed
Deutsche Bank
47
Deutsche Bank
Germany
-$124K -14,500 Closed
TC
48
TFS Capital
Pennsylvania
-$93K -10,815 Closed
HCMNY
49
Howard Capital Management (New York)
New York
-$86K -10,000 Closed

OCSI Hedge Fund Activity: Q4 2016 in Review

44 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q4 2016, worth a combined $52.7M — down 3.2% from $54.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OCSI positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Shelton Capital Management, opening a new position worth an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $2.18M.

  • 44 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q4 2016, up from 42 in Q3 2016.
  • Funds reported $52.7M of Oaktree Strategic Income Corporation stock for Q4 2016, down 3.2% quarter-over-quarter.
  • 8 funds opened new Oaktree Strategic Income Corporation positions in Q4 2016 and 5 closed out, a net change of +3 holders.
  • The largest Oaktree Strategic Income Corporation buyer in Q4 2016 was Shelton Capital Management, an estimated $1.11M added.
  • The largest Oaktree Strategic Income Corporation seller in Q4 2016 was Morgan Stanley, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2016.