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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 $72.6M invested in Oaktree Strategic Income Corporation in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $75.2M → $72.6M (-$2.61M)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

8% less funds holding

Funds holding: 5349 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
16
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Springhouse Capital Management
Connecticut
$9.65M
KCM
2
Kennedy Capital Management
Missouri
$7.89M +$3.59M +431,354 +80%
PMG
3
Private Management Group
California
$7.75M +$155K +18,560 +2%
UBS Group
4
UBS Group
Switzerland
$5.52M +$92.5K +11,100 +2%
GIM
5
Greenwich Investment Management
Connecticut
$4.97M +$203K +24,325 +4%
RJA
6
Raymond James & Associates
Florida
$4.41M -$285K -34,157 -6%
RVPG
7
Relative Value Partners Group
$4.24M +$714K +85,729 +20%
OCM
8
Oaktree Capital Management
California
$3.17M
Morgan Stanley
9
Morgan Stanley
New York
$2.61M -$1.09M -130,850 -29%
WFI
10
West Family Investments
California
$2.09M
PAIM
11
Punch & Associates Investment Management
Minnesota
$1.98M +$16.9K +2,023 +0.8%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.7M -$632K -75,843 -26%
LC
13
Lindbrook Capital
California
$1.6M +$1.49M +178,584 +940%
SP
14
Steelhead Partners
Washington
$1.53M -$166K -19,937 -10%
AM
15
Ares Management
California
$1.17M -$6.48M -778,154 -84%
BTS
16
BB&T Securities
Virginia
$1.11M +$1.11K +133 +0.1%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$980K +$312K +37,468 +45%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$966K -$30.9K -3,705 -3%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$908K +$125K +15,000 +15%
MCP
20
Moab Capital Partners
New York
$857K -$36.7K -4,402 -4%
LPL Financial
21
LPL Financial
California
$845K -$17.1K -2,054 -2%
Wells Fargo
22
Wells Fargo
California
$813K -$39K -4,683 -4%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$716K +$737K +88,436 New
AAM
24
Advisors Asset Management
Colorado
$673K -$528K -63,363 -43%
TG
25
TCW Group
California
$587K

OCSI Hedge Fund Activity: Q1 2019 in Review

49 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Oaktree Strategic Income Corporation (OCSI) for Q1 2019, worth a combined $72.6M — down 3.5% from $75.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OCSI and 5 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Kennedy Capital Management, adding an estimated $3.59M. The largest seller was Ares Management, cutting an estimated $6.48M.

  • 49 institutional investors held Oaktree Strategic Income Corporation (OCSI) as of Q1 2019, down from 53 in Q4 2018.
  • Funds reported $72.6M of Oaktree Strategic Income Corporation stock for Q1 2019, down 3.5% quarter-over-quarter.
  • 5 funds opened new Oaktree Strategic Income Corporation positions in Q1 2019 and 9 closed out, a net change of -4 holders.
  • The largest Oaktree Strategic Income Corporation buyer in Q1 2019 was Kennedy Capital Management, an estimated $3.59M added.
  • The largest Oaktree Strategic Income Corporation seller in Q1 2019 was Ares Management, an estimated $6.48M sold.

Based on aggregated 13F filings for Q1 2019.