We are live on ! Find out more
OFS icon

OFS Capital

32 hedge funds and large institutions have $40.7M invested in OFS Capital in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

0.43% more ownership

Funds ownership: 26.76%27.19% (+0.43%)

0% more funds holding

Funds holding: 3232 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less capital invested

Capital invested by funds: $42.5M → $40.7M (-$1.74M)

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSL
1
Western Standard LLC
California
$5.67M +$72.1K +6,171 +1%
CIM
2
Confluence Investment Management
Missouri
$4.95M +$11.7K +1,000 +0.2%
AAM
3
Advisors Asset Management
Colorado
$4.42M -$43.3K -3,704 -0.9%
UBS Group
4
UBS Group
Switzerland
$3.39M +$198K +16,989 +6%
MC
5
Muzinich & Co
New York
$3.32M -$1.33M -113,884 -28%
PAIM
6
Punch & Associates Investment Management
Minnesota
$2.87M +$55.8K +4,775 +2%
FCH
7
Freestone Capital Holdings
Washington
$2.62M +$805K +68,906 +42%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.26M +$768K +65,746 +49%
MCM
9
McKinley Capital Management
Alaska
$2.15M +$716K +61,302 +47%
Morgan Stanley
10
Morgan Stanley
New York
$1.55M -$63.8K -5,459 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.27M -$126K -10,769 -9%
AM
12
Ares Management
California
$1.14M -$711K -60,866 -37%
BCM
13
Buckhead Capital Management
Georgia
$1.03M
RA
14
Resource America
New York
$948K +$236K +20,175 +31%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$482K +$33.9K +2,900 +7%
BI
16
Bramshill Investments
Florida
$458K -$35.3K -3,025 -7%
YCM
17
Yakira Capital Management
Connecticut
$371K
WA
18
Wealthstar Advisors
Texas
$354K +$369K +31,560 New
TI
19
Trexquant Investment
Connecticut
$250K +$260K +22,238 New
LSV Asset Management
20
LSV Asset Management
Illinois
$240K
Wells Fargo
21
Wells Fargo
California
$222K +$44.3K +3,795 +24%
SPC
22
Sigma Planning Corp
Michigan
$172K +$31.4K +2,688 +21%
SAM
23
Shikiar Asset Management
New York
$145K -$144K -12,300 -49%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$130K
CCM
25
Corsair Capital Management
New York
$118K -$119K -10,201 -49%

OFS Hedge Fund Activity: Q1 2018 in Review

32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q1 2018, worth a combined $40.7M — down 4.1% from $42.5M a quarter earlier.

Fund positioning in OFS was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 9 trimmed.

The largest buyer was Freestone Capital Holdings, adding an estimated $805K. The largest seller was Muzinich & Co, cutting an estimated $1.33M.

  • 32 institutional investors held OFS Capital (OFS) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $40.7M of OFS Capital stock for Q1 2018, down 4.1% quarter-over-quarter.
  • 3 funds opened new OFS Capital positions in Q1 2018 and 3 closed out, a net change of 0 holders.
  • The largest OFS Capital buyer in Q1 2018 was Freestone Capital Holdings, an estimated $805K added.
  • The largest OFS Capital seller in Q1 2018 was Muzinich & Co, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2018.