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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

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

46 hedge funds and large institutions have $72.5M invested in Oaktree Strategic Income Corporation in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $235K | Put options by funds: $89K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $65.2M → $72.5M (+$7.28M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

15% less funds holding

Funds holding: 5446 (-8)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
46
Holders Change
-8
Holders Change %
-14.81%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
14
Reduced
16
Closed
11
Calls
$235K
Puts
$89K
Net Calls
+$146K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$358K +$9.43K +1,145 +3%
GAMC
27
Garner Asset Management Corp
Texas
$312K -$1.22K -148 -0.4%
BRWA
28
B. Riley Wealth Advisors
Florida
$307K +$36.8K +4,474 +14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$178K -$28.7K -3,482 -14%
NFA
30
Nuveen Fund Advisors
Illinois
$167K -$270K -32,838 -63%
FCM
31
FJ Capital Management
Virginia
$167K +$162K +19,700 New
GC
32
Guggenheim Capital
Illinois
$151K -$2.08K -252 -1%
HighTower Advisors
33
HighTower Advisors
Illinois
$150K
Two Sigma Advisers
34
Two Sigma Advisers
New York
$142K +$1.65K +200 +1%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$137K -$416K -50,488 -76%
RQS
36
Ramsey Quantitative Systems
Kentucky
$95K +$28.7K +3,487 +45%
SI
37
Stephens Inc
Arkansas
$86K +$83.1K +10,095 New
SWM
38
SeaCrest Wealth Management
New York
$72K
Bank of America
39
Bank of America
North Carolina
$41K -$8.23K -1,000 -17%
SEI Investments
40
SEI Investments
Pennsylvania
$17K
AG
41
Advisor Group
Arizona
$9K -$16.5K -2,000 -67%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$9K
SIS
43
Sound Income Strategies
Florida
$4K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$683K -82,902 Closed
Millennium Management
45
Millennium Management
New York
-$182K -23,126 Closed
BRF
46
B. Riley Financial
California
-$160K -20,300 Closed
AAM
47
American Asset Management
Florida
-$136K -17,202 Closed
SIM
48
Spark Investment Management
New York
-$93K -11,800 Closed
OAM
49
Oxford Asset Management
United Kingdom
-$92K -11,641 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$49K -6,285 Closed

OCSI Hedge Fund Activity: Q2 2018 in Review

46 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q2 2018, worth a combined $72.5M — up 11% from $65.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of OCSI and 3 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.3M. The largest seller was Wells Fargo, cutting an estimated $2.58M.

  • 46 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q2 2018, down from 54 in Q1 2018.
  • Funds reported $72.5M of Oaktree Strategic Income Corporation stock for Q2 2018, up 11% quarter-over-quarter.
  • 3 funds opened new Oaktree Strategic Income Corporation positions in Q2 2018 and 11 closed out, a net change of -8 holders.
  • The largest Oaktree Strategic Income Corporation buyer in Q2 2018 was JP Morgan Chase, an estimated $2.3M added.
  • The largest Oaktree Strategic Income Corporation seller in Q2 2018 was Wells Fargo, an estimated $2.58M sold.

Based on aggregated 13F filings for Q2 2018.