We are live on ! Find out more
OFS icon

OFS Capital

32 hedge funds and large institutions have $28.9M invested in OFS Capital in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

10% more capital invested

Capital invested by funds: $26.3M → $28.9M (+$2.59M)

9% less funds holding

Funds holding: 3532 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.08M -$728K -53,619 -12%
CIM
2
Confluence Investment Management
Missouri
$4.89M +$68.2K +5,022 +1%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.58M -$259K -19,063 -9%
FCH
4
Freestone Capital Holdings
Washington
$2.29M +$513K +37,735 +27%
UBS Group
5
UBS Group
Switzerland
$2.26M +$78.3K +5,761 +3%
Morgan Stanley
6
Morgan Stanley
New York
$1.79M -$53.3K -3,926 -3%
AM
7
Ares Management
California
$1.54M +$1.05M +76,957 +186%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.42M +$1.48M +109,042 New
PAIM
9
Punch & Associates Investment Management
Minnesota
$1.24M +$432K +31,795 +50%
HIM
10
Hillsdale Investment Management
Ontario, Canada
$934K +$95.1K +7,000 +11%
Goldman Sachs
11
Goldman Sachs
New York
$913K -$339K -24,935 -26%
BCM
12
Buckhead Capital Management
Georgia
$612K
CCM
13
Corsair Capital Management
New York
$581K -$56.7K -4,173 -9%
EGA
14
Eagle Global Advisors
Texas
$533K -$139K -10,205 -20%
SCM
15
Silver Capital Management
New York
$432K +$450K +33,097 New
MCM
16
McKinley Capital Management
Alaska
$430K +$46.8K +3,446 +12%
GCP
17
GSA Capital Partners
United Kingdom
$380K +$162K +11,894 +69%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$166K
Millennium Management
19
Millennium Management
New York
$166K +$173K +12,744 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$151K
Asset Management One
21
Asset Management One
Japan
$130K
AIM
22
Acrospire Investment Management
Illinois
$78K -$91K -6,696 -53%
MFS
23
MSI Financial Services
Massachusetts
$64K
Wells Fargo
24
Wells Fargo
California
$57K -$40.7K -2,998 -41%
Citigroup
25
Citigroup
New York
$47K +$394 +29 +0.8%

OFS Hedge Fund Activity: Q3 2016 in Review

32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q3 2016, worth a combined $28.9M — up 9.8% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of OFS and 4 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $1.48M. The largest seller was Advisors Asset Management, cutting an estimated $728K.

  • 32 institutional investors held OFS Capital (OFS) as of Q3 2016, down from 35 in Q2 2016.
  • Funds reported $28.9M of OFS Capital stock for Q3 2016, up 9.8% quarter-over-quarter.
  • 4 funds opened new OFS Capital positions in Q3 2016 and 7 closed out, a net change of -3 holders.
  • The largest OFS Capital buyer in Q3 2016 was Janney Montgomery Scott, an estimated $1.48M added.
  • The largest OFS Capital seller in Q3 2016 was Advisors Asset Management, an estimated $728K sold.

Based on aggregated 13F filings for Q3 2016.