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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

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

39 hedge funds and large institutions have $65.4M invested in Oaktree Strategic Income Corporation in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 4339 (-4)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

25% less capital invested

Capital invested by funds: $87.6M → $65.4M (-$22.3M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
12
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$14M +$566K +75,201 +4%
Morgan Stanley
2
Morgan Stanley
New York
$10.9M -$240K -31,845 -2%
MP
3
Mangrove Partners
Connecticut
$8.04M +$2.92M +387,376 +62%
AAM
4
Advisors Asset Management
Colorado
$5.85M -$262K -34,793 -5%
UBS Group
5
UBS Group
Switzerland
$5.31M -$827K -109,846 -14%
Deutsche Bank
6
Deutsche Bank
Germany
$3.69M +$575K +76,389 +20%
K
7
Kemper
Illinois
$3.17M
JP Morgan Chase
8
JP Morgan Chase
New York
$3M +$137K +18,262 +5%
MC
9
Muzinich & Co
New York
$1.75M
Wells Fargo
10
Wells Fargo
California
$1.74M +$1.03M +136,785 +166%
MIG
11
Mariner Investment Group
New York
$1.21M +$1.15M +152,979 New
GCP
12
GSA Capital Partners
United Kingdom
$787K +$273K +36,250 +58%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$751K +$594K +78,890 +499%
Millennium Management
14
Millennium Management
New York
$672K +$295K +39,233 +86%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$636K +$104K +13,829 +21%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$634K
BTS
17
BB&T Securities
Virginia
$520K -$120K -16,000 -20%
PIC
18
Portland Investment Counsel
Ontario, Canada
$376K
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$290K -$5.01K -666 -2%
TC
20
TFS Capital
Pennsylvania
$287K +$272K +36,131 New
Stifel Financial
21
Stifel Financial
Missouri
$280K +$58.8K +7,808 +28%
GC
22
Guggenheim Capital
Illinois
$279K -$24.1K -3,199 -8%
Bessemer Group
23
Bessemer Group
New Jersey
$182K
Citadel Advisors
24
Citadel Advisors
Florida
$177K -$157K -20,888 -48%
CS
25
Credit Suisse
Switzerland
$140K -$6.39M -848,588 -98%

OCSI Hedge Fund Activity: Q1 2016 in Review

39 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q1 2016, worth a combined $65.4M — down 25% from $87.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of OCSI and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Mangrove Partners, adding an estimated $2.92M. The largest seller was ALPS Advisors, exiting entirely with an estimated $8.57M sold.

  • 39 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q1 2016, down from 43 in Q4 2015.
  • Funds reported $65.4M of Oaktree Strategic Income Corporation stock for Q1 2016, down 25% quarter-over-quarter.
  • 3 funds opened new Oaktree Strategic Income Corporation positions in Q1 2016 and 7 closed out, a net change of -4 holders.
  • The largest Oaktree Strategic Income Corporation buyer in Q1 2016 was Mangrove Partners, an estimated $2.92M added.
  • The largest Oaktree Strategic Income Corporation seller in Q1 2016 was ALPS Advisors, an estimated $8.57M sold.

Based on aggregated 13F filings for Q1 2016.