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OFS Capital

27 hedge funds and large institutions have $32.9M invested in OFS Capital in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.63% more ownership

Funds ownership: 0%24.63% (+25%)

14% more capital invested

Capital invested by funds: $28.9M → $32.9M (+$3.97M)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

16% less funds holding

Funds holding: 3227 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
9
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$5.23M +$61.3K +4,600 +1%
WSL
2
Western Standard LLC
California
$4.92M +$4.76M +357,274 New
AAM
3
Advisors Asset Management
Colorado
$4.79M -$555K -41,661 -11%
PAIM
4
Punch & Associates Investment Management
Minnesota
$2.51M +$1.16M +87,000 +91%
FCH
5
Freestone Capital Holdings
Washington
$2.42M
UBS Group
6
UBS Group
Switzerland
$2.42M +$35.7K +2,679 +2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$2.05M -$656K -49,195 -25%
Morgan Stanley
8
Morgan Stanley
New York
$1.73M -$161K -12,070 -9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.45M -$48.3K -3,623 -3%
AM
10
Ares Management
California
$1.12M -$494K -37,029 -31%
BCM
11
Buckhead Capital Management
Georgia
$917K +$262K +19,639 +42%
CCM
12
Corsair Capital Management
New York
$569K -$42.5K -3,187 -7%
GCP
13
GSA Capital Partners
United Kingdom
$565K +$159K +11,900 +41%
SCM
14
Silver Capital Management
New York
$552K +$93.8K +7,040 +21%
MCM
15
McKinley Capital Management
Alaska
$490K +$34.5K +2,588 +8%
Goldman Sachs
16
Goldman Sachs
New York
$421K -$525K -39,414 -56%
Millennium Management
17
Millennium Management
New York
$177K +$1.33K +100 +0.8%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$160K
LSV Asset Management
19
LSV Asset Management
Illinois
$154K +$149K +11,200 New
MFS
20
MSI Financial Services
Massachusetts
$67K
Wells Fargo
21
Wells Fargo
California
$60K -$13 -1 -0%
Citigroup
22
Citigroup
New York
$37K -$12.5K -934 -26%
US Bancorp
23
US Bancorp
Minnesota
$32K
TRCT
24
Tower Research Capital (TRC)
New York
$22K +$13.9K +1,046 +180%
Creative Planning
25
Creative Planning
Kansas
$11K -$6.67K -500 -38%

OFS Hedge Fund Activity: Q4 2016 in Review

27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q4 2016, worth a combined $32.9M — up 14% from $28.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OFS and 3 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.16M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $934K sold.

  • 27 institutional investors held OFS Capital (OFS) as of Q4 2016, down from 32 in Q3 2016.
  • Funds reported $32.9M of OFS Capital stock for Q4 2016, up 14% quarter-over-quarter.
  • 3 funds opened new OFS Capital positions in Q4 2016 and 8 closed out, a net change of -5 holders.
  • The largest OFS Capital buyer in Q4 2016 was Punch & Associates Investment Management, an estimated $1.16M added.
  • The largest OFS Capital seller in Q4 2016 was Hillsdale Investment Management, an estimated $934K sold.

Based on aggregated 13F filings for Q4 2016.