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OFS Capital
OFS

Overview Fund Activity

47 hedge funds and large institutions have $24.1M invested in OFS Capital in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+13
Holders Change %
+38.24%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
10
Closed
2
Calls
$338K
Puts
$82K
Net Calls
+$256K
Net Calls Change
-$114K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.91M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$756K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.14M
4
AAM
4
Advisors Asset Management
Colorado
$1.27M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.14M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$3.17M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$182K
3
BCM
3
Bridgeway Capital Management
Texas
$0
4
VEA
4
Virtus ETF Advisers
New York
$245K
5
SPC
5
Sigma Planning Corp
Michigan
$497K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
26
LSV Asset Management
Illinois
$135K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$135K +$135K +13,604 New
Stifel Financial
28
Stifel Financial
Missouri
$120K – – –
SFO
29
Stokes Family Office
Louisiana
$120K +$120K +12,076 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$116K -$16.2K -1,635 -12%
SWA
31
SOA Wealth Advisors
New York
$110K +$2.27K +230 +2%
EGA
32
Eagle Global Advisors
Texas
$108K +$108K +10,890 New
SOS
33
Silver Oak Securities
Tennessee
$106K +$106K +10,000 New
JF
34
Jump Financial
Illinois
$105K +$105K +10,631 New
FSA
35
Fort Sheridan Advisors
Illinois
$102K – – –
Wells Fargo
36
Wells Fargo
California
$67K -$10 -1 -0%
Simplex Trading
37
Simplex Trading
Illinois
$39K +$39K +3,980 New
Group One Trading
38
Group One Trading
Illinois
$36K +$36K +3,644 New
UBS Group
39
UBS Group
Switzerland
$35K +$13K +1,299 +59%
TRCT
40
Tower Research Capital (TRC)
New York
$25K +$25K +2,489 New
US Bancorp
41
US Bancorp
Minnesota
$15K – – –
ZIG
42
Zullo Investment Group
Pennsylvania
$11K -$3K -300 -21%
CFGS
43
Concourse Financial Group Securities
Alabama
$8K +$8K +833 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$5K – – –
BWA
45
BDO Wealth Advisors
Florida
$1K – – –
TCWM
46
Total Clarity Wealth Management
Illinois
$1K +$1K +145 New
IAIM
47
International Assets Investment Management
Florida
$646 -$10 -1,000 -2%
BCM
48
Bridgeway Capital Management
Texas
– -$182K -14,000 Closed
AF
49
Advisornet Financial
Minnesota
– -$12K -900 Closed
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