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OFS Capital

19 hedge funds and large institutions have $16M invested in OFS Capital in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $14.8M → $16M (+$1.18M)

6% more funds holding

Funds holding: 1819 (+1)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.58M -$178K -16,356 -3%
CIM
2
Confluence Investment Management
Missouri
$4.13M +$340K +31,261 +10%
UBS Group
3
UBS Group
Switzerland
$2.2M -$31.5K -2,900 -1%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$997K -$177K -16,276 -16%
DCM
5
Dialectic Capital Management
Connecticut
$625K -$130K -12,000 -18%
CCM
6
Corsair Capital Management
New York
$613K -$335K -30,799 -37%
BCM
7
Bridgeway Capital Management
Texas
$464K -$304K -28,000 -41%
BCM
8
Buckhead Capital Management
Georgia
$439K +$415K +38,200 New
Morgan Stanley
9
Morgan Stanley
New York
$244K +$65.1K +5,989 +39%
EGA
10
Eagle Global Advisors
Texas
$203K +$192K +17,690 New
Wells Fargo
11
Wells Fargo
California
$149K -$21.7K -1,999 -13%
PAIM
12
Punch & Associates Investment Management
Minnesota
$139K +$132K +12,110 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$55K -$503K -46,283 -91%
Citigroup
14
Citigroup
New York
$47K -$3.15K -290 -7%
Deutsche Bank
15
Deutsche Bank
Germany
$43K
US Bancorp
16
US Bancorp
Minnesota
$27K
NFG
17
Next Financial Group
Texas
$14K
AIG
18
American International Group
New York
$9K
TRCT
19
Tower Research Capital (TRC)
New York
$3K -$28.9K -2,661 -90%
AIM
20
Advantage Investment Management
Iowa
-$7K -700 Closed
Walleye Trading
21
Walleye Trading
New York
-$6K -600 Closed

OFS Hedge Fund Activity: Q4 2015 in Review

19 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q4 2015, worth a combined $16M — up 8% from $14.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OFS positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 10 trimmed.

The largest buyer was Buckhead Capital Management, opening a new position worth an estimated $415K. The largest seller was Royal Bank of Canada, cutting an estimated $503K.

  • 19 institutional investors held OFS Capital (OFS) as of Q4 2015, up from 18 in Q3 2015.
  • Funds reported $16M of OFS Capital stock for Q4 2015, up 8% quarter-over-quarter.
  • 3 funds opened new OFS Capital positions in Q4 2015 and 2 closed out, a net change of +1 holder.
  • The largest OFS Capital buyer in Q4 2015 was Buckhead Capital Management, an estimated $415K added.
  • The largest OFS Capital seller in Q4 2015 was Royal Bank of Canada, an estimated $503K sold.

Based on aggregated 13F filings for Q4 2015.