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OFS Capital
OFS

Overview Fund Activity

36 hedge funds and large institutions have $31.6M invested in OFS Capital in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
9
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$1.93M
2
CIM
2
Confluence Investment Management
Missouri
$5.52M
3
WSL
3
Western Standard LLC
California
$5.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$444K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.84M

Top Sellers

1
FCH
1
Freestone Capital Holdings
Washington
$0
2
MC
2
Muzinich & Co
New York
$1.98M
3
UBS Group
3
UBS Group
Switzerland
$2.23M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$872K
5
Morgan Stanley
5
Morgan Stanley
New York
$632K
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$5.52M 520,499 +80,299 +18%
WSL
2
Western Standard LLC
California
$5.1M 480,747 +57,000 +13%
AAM
3
Advisors Asset Management
Colorado
$3.65M 343,948 -9,323 -3%
UBS Group
4
UBS Group
Switzerland
$2.23M 210,650 -93,830 -31%
MC
5
Muzinich & Co
New York
$1.98M 186,455 -159,272 -46%
BTS
6
BB&T Securities
Virginia
$1.93M 181,794 +181,794 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.84M 174,007 +28,542 +20%
AM
8
Ares Management
California
$1.06M 99,916 – –
MCM
9
McKinley Capital Management
Alaska
$986K 93,028 -5,819 -6%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$968K 91,345 -8,025 -8%
RA
11
Resource America
New York
$896K 84,510 – –
PAIM
12
Punch & Associates Investment Management
Minnesota
$872K 82,287 -81,630 -50%
WCM
13
Wedge Capital Management
North Carolina
$669K 63,137 +583 +0.9%
Morgan Stanley
14
Morgan Stanley
New York
$632K 59,665 -33,505 -36%
OAM
15
Oxford Asset Management
United Kingdom
$498K 46,986 +2,124 +5%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$444K 41,921 +41,921 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$339K 31,990 +4,120 +15%
WA
18
Wealthstar Advisors
Texas
$304K 28,630 -880 -3%
YCM
19
Yakira Capital Management
Connecticut
$260K 24,572 – –
LSV Asset Management
20
LSV Asset Management
Illinois
$226K 21,400 – –
SPC
21
Sigma Planning Corp
Michigan
$217K 20,472 -4,144 -17%
AIM
22
Advantage Investment Management
Iowa
$175K 16,520 +16,520 New
Stifel Financial
23
Stifel Financial
Missouri
$172K 16,159 – –
Wells Fargo
24
Wells Fargo
California
$149K 14,093 -1,349 -9%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$123K 11,600 – –
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