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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 $84.6M invested in Oaktree Strategic Income Corporation in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

17% less funds holding

Funds holding: 5949 (-10)

28% less capital invested

Capital invested by funds: $118M → $84.6M (-$33.4M)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
49
Holders Change
-10
Holders Change %
-16.95%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
3
Increased
15
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$11.6M -$1.34M -129,861 -9%
Morgan Stanley
2
Morgan Stanley
New York
$9.91M +$178K +17,293 +2%
CS
3
Credit Suisse
Switzerland
$7.55M -$991K -96,147 -11%
AAM
4
Advisors Asset Management
Colorado
$7.54M +$2.67M +259,563 +46%
Deutsche Bank
5
Deutsche Bank
Germany
$5.76M -$935K -90,732 -13%
TCM
6
TAM Capital Management
Connecticut
$5.42M +$1.2M +115,973 +25%
SP
7
Steelhead Partners
Washington
$5.41M -$345K -33,504 -5%
PAM
8
PVG Asset Management
Colorado
$4.37M +$1.26M +122,582 +35%
RCM
9
Rivernorth Capital Management
Florida
$4.04M +$4.51M +437,770 New
MP
10
Mangrove Partners
Connecticut
$3.7M
K
11
Kemper
Illinois
$3.6M
JP Morgan Chase
12
JP Morgan Chase
New York
$2.5M -$26.6K -2,585 -0.9%
TCM
13
Trishield Capital Management
New York
$2.21M -$4.92M -477,208 -67%
MC
14
Muzinich & Co
New York
$2.04M +$25.5K +2,476 +1%
BTS
15
BB&T Securities
Virginia
$1.12M +$14.4K +1,400 +1%
BP
16
Boston Provident
New Jersey
$887K -$1.33M -128,773 -57%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$845K -$10.3K -1,000 -1%
YMRC
18
Yorktown Management & Research Company
Virginia
$749K -$2.56M -248,800 -75%
BC
19
Brinker Capital
Pennsylvania
$472K +$12.1K +1,171 +2%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$455K +$509K +49,347 New
Goldman Sachs
21
Goldman Sachs
New York
$423K +$56K +5,432 +13%
TCM
22
Tradition Capital Management
New Jersey
$420K -$3.35K -325 -0.7%
GC
23
Guggenheim Capital
Illinois
$417K +$32.9K +3,196 +8%
GCP
24
GSA Capital Partners
United Kingdom
$384K -$387K -37,561 -47%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$308K -$392K -37,994 -53%

OCSI Hedge Fund Activity: Q2 2015 in Review

49 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q2 2015, worth a combined $84.6M — down 28% from $118M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OCSI and 3 opened new positions — a net loss of 9 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4.51M. The largest seller was Trishield Capital Management, cutting an estimated $4.92M.

  • 49 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q2 2015, down from 59 in Q1 2015.
  • Funds reported $84.6M of Oaktree Strategic Income Corporation stock for Q2 2015, down 28% quarter-over-quarter.
  • 3 funds opened new Oaktree Strategic Income Corporation positions in Q2 2015 and 12 closed out, a net change of -9 holders.
  • The largest Oaktree Strategic Income Corporation buyer in Q2 2015 was Rivernorth Capital Management, an estimated $4.51M added.
  • The largest Oaktree Strategic Income Corporation seller in Q2 2015 was Trishield Capital Management, an estimated $4.92M sold.

Based on aggregated 13F filings for Q2 2015.