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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

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

44 hedge funds and large institutions have $72.3M invested in Oaktree Strategic Income Corporation in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

13% more funds holding

Funds holding: 3944 (+5)

11% more capital invested

Capital invested by funds: $65.4M → $72.3M (+$6.96M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$12.9M -$1.16M -148,205 -8%
Morgan Stanley
2
Morgan Stanley
New York
$9.8M -$1.13M -144,451 -10%
MP
3
Mangrove Partners
Connecticut
$8.07M
Wells Fargo
4
Wells Fargo
California
$7.54M +$5.71M +728,058 +332%
AAM
5
Advisors Asset Management
Colorado
$6.14M +$272K +34,655 +5%
UBS Group
6
UBS Group
Switzerland
$4.69M -$627K -79,944 -12%
Deutsche Bank
7
Deutsche Bank
Germany
$3.84M +$133K +16,945 +4%
AM
8
Ares Management
California
$3.22M +$3.17M +404,270 New
K
9
Kemper
Illinois
$3.19M
JP Morgan Chase
10
JP Morgan Chase
New York
$2.73M -$283K -36,036 -10%
MIG
11
Mariner Investment Group
New York
$2.04M +$809K +103,007 +67%
MC
12
Muzinich & Co
New York
$1.76M
NFA
13
Nuveen Fund Advisors
Illinois
$930K +$917K +116,799 New
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$637K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$600K -$151K -19,255 -20%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$559K -$78.4K -9,983 -12%
BTS
17
BB&T Securities
Virginia
$482K -$39.2K -5,000 -8%
Millennium Management
18
Millennium Management
New York
$429K -$242K -30,833 -36%
GCP
19
GSA Capital Partners
United Kingdom
$378K -$406K -51,700 -52%
PIC
20
Portland Investment Counsel
Ontario, Canada
$377K
GC
21
Guggenheim Capital
Illinois
$270K -$9.86K -1,256 -4%
Bank of America
22
Bank of America
North Carolina
$190K +$106K +13,549 +132%
Bessemer Group
23
Bessemer Group
New Jersey
$183K
Stifel Financial
24
Stifel Financial
Missouri
$153K -$126K -16,000 -45%
SSG
25
Summit Securities Group
New York
$133K +$131K +16,742 New

OCSI Hedge Fund Activity: Q2 2016 in Review

44 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q2 2016, worth a combined $72.3M — up 11% from $65.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OCSI positions and 5 closed out — a net gain of 5 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.71M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.16M.

  • 44 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q2 2016, up from 39 in Q1 2016.
  • Funds reported $72.3M of Oaktree Strategic Income Corporation stock for Q2 2016, up 11% quarter-over-quarter.
  • 10 funds opened new Oaktree Strategic Income Corporation positions in Q2 2016 and 5 closed out, a net change of +5 holders.
  • The largest Oaktree Strategic Income Corporation buyer in Q2 2016 was Wells Fargo, an estimated $5.71M added.
  • The largest Oaktree Strategic Income Corporation seller in Q2 2016 was Rivernorth Capital Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2016.