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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

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

52 hedge funds and large institutions have $81.4M invested in Oaktree Strategic Income Corporation in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 5052 (+2)

4% less capital invested

Capital invested by funds: $84.4M → $81.4M (-$3M)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
5
Increased
13
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$642K -$78.5K -9,507 -11%
FFA
27
First Foundation Advisors
California
$613K +$308K +37,296 +101%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$540K +$29.7K +3,600 +6%
TG
29
TCW Group
California
$533K -$65.5K -7,938 -11%
SCM
30
Shelton Capital Management
Colorado
$367K -$49.5K -6,000 -12%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$364K +$29.7K +3,600 +9%
BCM
32
Bridgeway Capital Management
Texas
$309K
OAM
33
Oxford Asset Management
United Kingdom
$235K -$306K -37,128 -57%
Two Sigma Investments
34
Two Sigma Investments
New York
$231K -$236K -28,602 -51%
GAMC
35
Garner Asset Management Corp
Texas
$216K -$8.24K -998 -4%
BRWA
36
B. Riley Wealth Advisors
Florida
$203K -$8.25K -1,000 -4%
AIM
37
Arcadia Investment Management
Michigan
$170K +$3.06K +371 +2%
Stifel Financial
38
Stifel Financial
Missouri
$156K -$4.13K -500 -3%
Deutsche Bank
39
Deutsche Bank
Germany
$136K -$59.4K -7,200 -30%
PIC
40
Portland Investment Counsel
Ontario, Canada
$114K -$299K -36,200 -72%
PAS
41
Partnervest Advisory Services
California
$108K -$19K -2,300 -15%
WAM
42
Wolverine Asset Management
Illinois
$39K +$39.4K +4,770 New
Bank of America
43
Bank of America
North Carolina
$23K
LB
44
Legacy Bridge
Iowa
$16K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$9K -$52.3K -6,337 -85%
AG
46
Advisor Group
Arizona
$8K
Russell Investments Group
47
Russell Investments Group
United Kingdom
$8K +$7.75K +939 New
TRCT
48
Tower Research Capital (TRC)
New York
$5K +$3.6K +436 +249%
TFS
49
TrustCore Financial Services
Tennessee
$4K +$3.84K +465 New
SIS
50
Sound Income Strategies
Florida
$3K

OCSI Hedge Fund Activity: Q3 2019 in Review

52 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q3 2019, worth a combined $81.4M — down 3.6% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OCSI positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 24 trimmed.

The largest buyer was Lindbrook Capital, adding an estimated $2M. The largest seller was Muzinich & Co, exiting entirely with an estimated $1.26M sold.

  • 52 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q3 2019, up from 50 in Q2 2019.
  • Funds reported $81.4M of Oaktree Strategic Income Corporation stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 5 funds opened new Oaktree Strategic Income Corporation positions in Q3 2019 and 3 closed out, a net change of +2 holders.
  • The largest Oaktree Strategic Income Corporation buyer in Q3 2019 was Lindbrook Capital, an estimated $2M added.
  • The largest Oaktree Strategic Income Corporation seller in Q3 2019 was Muzinich & Co, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2019.