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OFS Capital
OFS

Overview Fund Activity

35 hedge funds and large institutions have $14.6M invested in OFS Capital in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
12
Closed
8
Calls
$399K
Puts
$125K
Net Calls
+$274K
Net Calls Change
-$174K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$574K
2
BlackRock
2
BlackRock
New York
$417K
3
AWA
3
Arkadios Wealth Advisors
Georgia
$420K
4
AAM
4
Advisors Asset Management
Colorado
$2.86M
5
IAIM
5
International Assets Investment Management
Florida
$1.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.78M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.49M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$766K
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$34.3K -$10 -1 -0%
US Bancorp
27
US Bancorp
Minnesota
$15.4K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$10K -$5K -500 -33%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$9.93K +$9.93K +1,000 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$7.18K +$6.94K +699 +2,913%
CIA
31
Cape Investment Advisory
Georgia
$5.38K -$103K -10,372 -95%
SWM
32
Spire Wealth Management
Virginia
$4.32K – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +100 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
$10 +$10 +1 New
SPC
35
Sigma Planning Corp
Michigan
– -$393K -33,561 Closed
Jane Street
36
Jane Street
New York
– -$278K -23,749 Closed
Millennium Management
37
Millennium Management
New York
– -$163K -13,963 Closed
TWC
38
TD Waterhouse Canada
Ontario, Canada
– -$41.2K -3,659 Closed
S
39
SignatureFD
Georgia
– -$1.41K -120 Closed
Group One Trading
40
Group One Trading
Illinois
– -$608 -52 Closed
IPW
41
Impact Partnership Wealth
Georgia
– -$585 -50 Closed
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
– -$421 -36 Closed
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