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OFS Capital
OFS

Overview Fund Activity

33 hedge funds and large institutions have $17M invested in OFS Capital in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
9
Closed
8
Calls
$189K
Puts
$130K
Net Calls
+$59K
Net Calls Change
+$38K

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$1.6M
2
AAM
2
Advisors Asset Management
Colorado
$2.07M
3
TI
3
Trexquant Investment
Connecticut
$119K
4
SOS
4
Silver Oak Securities
Tennessee
$102K
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$511K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.09M
2
Citadel Advisors
2
Citadel Advisors
Florida
$307K
3
Millennium Management
3
Millennium Management
New York
$155K
4
HT
4
Heritage Trust
Oklahoma
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$609K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$75.1K +$75.1K +7,400 New
UBS Group
27
UBS Group
Switzerland
$52.8K +$30.6K +3,014 +138%
Wells Fargo
28
Wells Fargo
California
$31.5K +$41 +4 +0.1%
US Bancorp
29
US Bancorp
Minnesota
$15.7K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$15K +$10K +1,000 +200%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$13.5K +$13.5K +1,332 New
TRCT
32
Tower Research Capital (TRC)
New York
$10K +$5.84K +591 +140%
S
33
SignatureFD
Georgia
$1.08K +$31 +3 +3%
HT
34
Heritage Trust
Oklahoma
– -$372K -45,305 Closed
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
– -$154K -18,761 Closed
Marshall Wace
36
Marshall Wace
United Kingdom
– -$130K -15,845 Closed
Group One Trading
37
Group One Trading
Illinois
– -$30K -3,644 Closed
Simplex Trading
38
Simplex Trading
Illinois
– -$23K -2,829 Closed
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– -$11K -1,333 Closed
ZIG
40
Zullo Investment Group
Pennsylvania
– -$9K -1,100 Closed
BWA
41
BDO Wealth Advisors
Florida
– -$1K -70 Closed
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