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OCSI

Oaktree Strategic Income Corporation
OCSI

Delisted

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

54 hedge funds and large institutions have $65.2M invested in Oaktree Strategic Income Corporation in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 5354 (+1)

2% less capital invested

Capital invested by funds: $66.6M → $65.2M (-$1.44M)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
12
Reduced
19
Closed
8
Calls
$145K
Puts
Net Calls
+$145K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Springhouse Capital Management
Connecticut
$9.35M +$2.79M +347,281 +41%
AM
2
Ares Management
California
$7.39M
UBS Group
3
UBS Group
Switzerland
$5.17M -$511K -63,741 -9%
RJA
4
Raymond James & Associates
Florida
$4.93M +$129K +16,063 +3%
MC
5
Muzinich & Co
New York
$4.54M -$3.28M -409,260 -42%
Morgan Stanley
6
Morgan Stanley
New York
$3.56M -$438K -54,653 -11%
AAM
7
Advisors Asset Management
Colorado
$3.51M -$86.9K -10,838 -2%
Wells Fargo
8
Wells Fargo
California
$3.31M +$488K +60,803 +17%
OCM
9
Oaktree Capital Management
California
$3.09M +$2.68M +334,400 +581%
GIM
10
Greenwich Investment Management
Connecticut
$2.49M +$43.9K +5,473 +2%
PMG
11
Private Management Group
California
$2.48M +$2.52M +314,371 New
PAIM
12
Punch & Associates Investment Management
Minnesota
$1.9M +$778K +96,969 +68%
SP
13
Steelhead Partners
Washington
$1.79M
RVPG
14
Relative Value Partners Group
$1.45M +$406K +50,632 +38%
AWA
15
Arete Wealth Advisors
Illinois
$981K -$11.9K -1,481 -1%
MCP
16
Moab Capital Partners
New York
$870K +$884K +110,210 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$820K -$14K -1,751 -2%
BTS
18
BB&T Securities
Virginia
$657K +$528K +65,800 +376%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$654K +$665K +82,902 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$631K
JMPWA
21
JP Morgan Private Wealth Advisors
California
$578K
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$525K -$1.32M -164,381 -71%
SCM
23
Shelton Capital Management
Colorado
$523K
PIC
24
Portland Investment Counsel
Ontario, Canada
$453K
NFA
25
Nuveen Fund Advisors
Illinois
$414K -$37.5K -4,674 -8%

OCSI Hedge Fund Activity: Q1 2018 in Review

54 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q1 2018, worth a combined $65.2M — down 2.2% from $66.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OCSI positions and 8 closed out — a net gain of 1 holder — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Springhouse Capital Management, adding an estimated $2.79M. The largest seller was Muzinich & Co, cutting an estimated $3.28M.

  • 54 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q1 2018, up from 53 in Q4 2017.
  • Funds reported $65.2M of Oaktree Strategic Income Corporation stock for Q1 2018, down 2.2% quarter-over-quarter.
  • 9 funds opened new Oaktree Strategic Income Corporation positions in Q1 2018 and 8 closed out, a net change of +1 holder.
  • The largest Oaktree Strategic Income Corporation buyer in Q1 2018 was Springhouse Capital Management, an estimated $2.79M added.
  • The largest Oaktree Strategic Income Corporation seller in Q1 2018 was Muzinich & Co, an estimated $3.28M sold.

Based on aggregated 13F filings for Q1 2018.