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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

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

49 hedge funds and large institutions have $80.3M invested in Oaktree Strategic Income Corporation in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $69.1M → $80.3M (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 5249 (-3)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
16
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$371K -$1.35K -189 -0.4%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$358K -$7.16K -1,000 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$340K +$314K +43,850 New
VEA
29
Virtus ETF Advisers
New York
$213K -$34.7K -4,853 -15%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$199K -$42.9K -5,999 -19%
Osaic Holdings
31
Osaic Holdings
Arizona
$140K -$285K -39,879 -69%
GAMC
32
Garner Asset Management Corp
Texas
$131K -$3.92K -548 -3%
CBFP
33
Cedar Brook Financial Partners
Ohio
$127K +$117K +16,325 New
Stifel Financial
34
Stifel Financial
Missouri
$121K
BRWA
35
B. Riley Wealth Advisors
Florida
$117K
VF
36
Virtu Financial
New York
$114K +$29.1K +4,068 +38%
SCM
37
Shelton Capital Management
Colorado
$105K -$100K -14,000 -51%
RJA
38
Raymond James & Associates
Florida
$89K +$3.58K +500 +5%
Ameriprise
39
Ameriprise
Minnesota
$84K -$31.4K -4,394 -29%
NFSG
40
Newbridge Financial Services Group
Florida
$51K -$100K -14,000 -68%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$40K +$7.87K +1,100 +28%
JMF
42
Johnson Midwest Financial
Iowa
$16K +$14.3K +2,000 New
LB
43
Legacy Bridge
Iowa
$15K
TRCT
44
Tower Research Capital (TRC)
New York
$8K -$2.68K -374 -27%
IAIM
45
International Assets Investment Management
Florida
$8K +$7.16K +1,000 New
Bank of America
46
Bank of America
North Carolina
$7K +$1.35K +188 +24%
SIS
47
Sound Income Strategies
Florida
$3K
WFI
48
West Family Investments
California
$2.15K +$3.33K +466 +0.2%
NSIM
49
North Star Investment Management
Illinois
$2K
RCM
50
Radcliffe Capital Management
Pennsylvania
-$952K -146,266 Closed

OCSI Hedge Fund Activity: Q4 2020 in Review

49 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q4 2020, worth a combined $80.3M — up 16% from $69.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OCSI and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $7.02M. The largest seller was Kennedy Capital Management, cutting an estimated $2.57M.

  • 49 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q4 2020, down from 52 in Q3 2020.
  • Funds reported $80.3M of Oaktree Strategic Income Corporation stock for Q4 2020, up 16% quarter-over-quarter.
  • 7 funds opened new Oaktree Strategic Income Corporation positions in Q4 2020 and 8 closed out, a net change of -1 holder.
  • The largest Oaktree Strategic Income Corporation buyer in Q4 2020 was Rivernorth Capital Management, an estimated $7.02M added.
  • The largest Oaktree Strategic Income Corporation seller in Q4 2020 was Kennedy Capital Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2020.