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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

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

43 hedge funds and large institutions have $77M invested in Oaktree Strategic Income Corporation in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less capital invested

Capital invested by funds: $84.6M → $77M (-$7.58M)

12% less funds holding

Funds holding: 4943 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
4
Increased
11
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.1M +$2.78M +307,879 +29%
UBS Group
2
UBS Group
Switzerland
$8.7M -$2.36M -261,550 -21%
RCM
3
Rivernorth Capital Management
Florida
$7.4M +$3.7M +409,710 +94%
CS
4
Credit Suisse
Switzerland
$7.38M +$238K +26,402 +3%
AAM
5
Advisors Asset Management
Colorado
$7.21M +$64.2K +7,121 +0.9%
MP
6
Mangrove Partners
Connecticut
$5.33M +$1.89M +209,592 +52%
TCM
7
TAM Capital Management
Connecticut
$4.98M -$158K -17,517 -3%
Deutsche Bank
8
Deutsche Bank
Germany
$3.62M -$1.9M -210,463 -34%
K
9
Kemper
Illinois
$3.4M
PAM
10
PVG Asset Management
Colorado
$3.29M -$876K -97,141 -20%
SP
11
Steelhead Partners
Washington
$3M -$2.19M -242,948 -41%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.31M -$64.6K -7,166 -3%
MC
13
Muzinich & Co
New York
$1.88M
BTS
14
BB&T Securities
Virginia
$910K -$158K -17,500 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$730K -$72.6K -8,050 -9%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$640K +$216K +23,983 +49%
Millennium Management
17
Millennium Management
New York
$573K +$377K +41,747 +175%
BC
18
Brinker Capital
Pennsylvania
$422K -$26.2K -2,905 -6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$396K +$409K +45,400 New
TCM
20
Tradition Capital Management
New Jersey
$382K -$16.2K -1,800 -4%
PIC
21
Portland Investment Counsel
Ontario, Canada
$368K +$89K +9,866 +31%
GC
22
Guggenheim Capital
Illinois
$365K -$30.3K -3,356 -7%
Bessemer Group
23
Bessemer Group
New Jersey
$200K
Goldman Sachs
24
Goldman Sachs
New York
$168K -$240K -26,639 -58%
Stifel Financial
25
Stifel Financial
Missouri
$165K

OCSI Hedge Fund Activity: Q3 2015 in Review

43 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q3 2015, worth a combined $77M — down 9% from $84.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OCSI and 4 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $8.3M. The largest seller was UBS Group, cutting an estimated $2.36M.

  • 43 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q3 2015, down from 49 in Q2 2015.
  • Funds reported $77M of Oaktree Strategic Income Corporation stock for Q3 2015, down 9% quarter-over-quarter.
  • 4 funds opened new Oaktree Strategic Income Corporation positions in Q3 2015 and 9 closed out, a net change of -5 holders.
  • The largest Oaktree Strategic Income Corporation buyer in Q3 2015 was ALPS Advisors, an estimated $8.3M added.
  • The largest Oaktree Strategic Income Corporation seller in Q3 2015 was UBS Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2015.