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OFS Capital

38 hedge funds and large institutions have $15.2M invested in OFS Capital in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $184K | Put options by funds: $163K

5.36% less ownership

Funds ownership: 19.15%13.79% (-5.4%)

21% less funds holding

Funds holding: 4838 (-10)

39% less capital invested

Capital invested by funds: $24.9M → $15.2M (-$9.67M)

65% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 20

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
38
Holders Change
-10
Holders Change %
-20.83%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
20
Closed
11
Calls
$184K
Puts
$163K
Net Calls
+$21K
Net Calls Change
-$235K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
SOA Wealth Advisors
New York
$94K +$3.35K +323 +3%
FSA
27
Fort Sheridan Advisors
Illinois
$84K
Group One Trading
28
Group One Trading
Illinois
$30K
Wells Fargo
29
Wells Fargo
California
$25K -$37.7K -3,637 -54%
Simplex Trading
30
Simplex Trading
Illinois
$23K -$11.9K -1,151 -29%
UBS Group
31
UBS Group
Switzerland
$18K -$13.5K -1,299 -37%
US Bancorp
32
US Bancorp
Minnesota
$13K
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$11K +$13.8K +1,333 New
ZIG
34
Zullo Investment Group
Pennsylvania
$9K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4K
TRCT
36
Tower Research Capital (TRC)
New York
$3K -$21.4K -2,068 -83%
BWA
37
BDO Wealth Advisors
Florida
$1K
S
38
SignatureFD
Georgia
$1K +$1.07K +103 New
HIM
39
Hillsdale Investment Management
Ontario, Canada
-$621K -62,619 Closed
QC
40
Quadrature Capital
United Kingdom
-$273K -27,596 Closed
VF
41
Virtu Financial
New York
-$257K -25,882 Closed
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
-$182K -18,400 Closed
Jane Street
43
Jane Street
New York
-$165K -16,682 Closed
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
-$135K -13,604 Closed
SFO
45
Stokes Family Office
Louisiana
-$120K -12,076 Closed
JF
46
Jump Financial
Illinois
-$105K -10,631 Closed
SOS
47
Silver Oak Securities
Tennessee
-$106K -10,000 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
-$8.63K -833 Closed
TCWM
49
Total Clarity Wealth Management
Illinois
-$1K -145 Closed

OFS Hedge Fund Activity: Q3 2022 in Review

38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q3 2022, worth a combined $15.2M — down 39% from $24.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of OFS and 2 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 7 added.

The largest buyer was Acadian Asset Management, adding an estimated $446K. The largest seller was Morgan Stanley, cutting an estimated $1.09M.

  • 38 institutional investors held OFS Capital (OFS) as of Q3 2022, down from 48 in Q2 2022.
  • Funds reported $15.2M of OFS Capital stock for Q3 2022, down 39% quarter-over-quarter.
  • 2 funds opened new OFS Capital positions in Q3 2022 and 11 closed out, a net change of -9 holders.
  • The largest OFS Capital buyer in Q3 2022 was Acadian Asset Management, an estimated $446K added.
  • The largest OFS Capital seller in Q3 2022 was Morgan Stanley, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2022.