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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

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

20 hedge funds and large institutions have $27.2M invested in Oaktree Strategic Income Corporation in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 1920 (+1)

4% less capital invested

Capital invested by funds: $28.4M → $27.2M (-$1.2M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.74M +$1.18M +81,776 +17%
K
2
Kemper
Illinois
$5.47M -$144K -10,000 -3%
Barclays
3
Barclays
United Kingdom
$3.6M +$302K +20,955 +9%
YMRC
4
Yorktown Management & Research Company
Virginia
$2.67M
Deutsche Bank
5
Deutsche Bank
Germany
$2.44M +$2.25K +156 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.6M +$135K +9,388 +9%
KSCM
7
Kamunting Street Capital Management
Florida
$1.2M -$305K -21,215 -20%
Millennium Management
8
Millennium Management
New York
$928K -$598K -41,537 -39%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$523K -$917K -63,669 -63%
MIG
10
Mariner Investment Group
New York
$288K -$277K -19,220 -48%
Wells Fargo
11
Wells Fargo
California
$170K -$45.3K -3,149 -21%
WRM
12
Westport Resources Management
Connecticut
$166K +$144K +10,000 +556%
U
13
UBS
Switzerland
$153K +$145K +10,100 +1,263%
SIC
14
Salem Investment Counselors
North Carolina
$140K
BRWA
15
B. Riley Wealth Advisors
Florida
$99K +$102K +7,056 New
GSC
16
Ground Swell Capital
South Carolina
$7K +$7.07K +491 New
TRCT
17
Tower Research Capital (TRC)
New York
$5K -$10.1K -703 -64%
US Bancorp
18
US Bancorp
Minnesota
$3K
GC
19
Globeflex Capital
California
$1K -$374 -26 -17%
BFA
20
BlackRock Fund Advisors
California
-$320K -22,244 Closed

OCSI Hedge Fund Activity: Q2 2014 in Review

20 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q2 2014, worth a combined $27.2M — down 4.2% from $28.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new OCSI positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.18M. The largest seller was Royal Bank of Canada, cutting an estimated $917K.

  • 20 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q2 2014, up from 19 in Q1 2014.
  • Funds reported $27.2M of Oaktree Strategic Income Corporation stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 2 funds opened new Oaktree Strategic Income Corporation positions in Q2 2014 and 1 closed out, a net change of +1 holder.
  • The largest Oaktree Strategic Income Corporation buyer in Q2 2014 was Morgan Stanley, an estimated $1.18M added.
  • The largest Oaktree Strategic Income Corporation seller in Q2 2014 was Royal Bank of Canada, an estimated $917K sold.

Based on aggregated 13F filings for Q2 2014.