OFS icon

OFS Capital
OFS

Overview Fund Activity

40 hedge funds and large institutions have $31.3M invested in OFS Capital in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
13
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$4.77M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.73M
3
Morgan Stanley
Morgan Stanley
New York
$1.36M
4
Millennium Management
Millennium Management
New York
$515K
5
Russell Investments Group
Russell Investments Group
United Kingdom
$501K

Top Sellers

1
WSL
Western Standard LLC
California
$2.68M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55K
3
AM
Ares Management
California
$0
4
PAIM
Punch & Associates Investment Management
Minnesota
$0
5
RA
Resource America
New York
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.53M +$412K +35,086 +7%
BTS
2
BB&T Securities
Virginia
$4.77M +$2.63M +223,786 +123%
AAM
3
Advisors Asset Management
Colorado
$3.64M -$405K -34,503 -10%
WSL
4
Western Standard LLC
California
$2.68M -$2.97M -253,019 -53%
UBS Group
5
UBS Group
Switzerland
$2.44M -$38K -3,233 -2%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$1.73M +$1.23M +104,885 +250%
Morgan Stanley
7
Morgan Stanley
New York
$1.36M +$656K +55,810 +94%
MCM
8
McKinley Capital Management
Alaska
$1.1M +$6.71K +571 +0.6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.02M -$49.7K -4,225 -5%
WCM
10
Wedge Capital Management
North Carolina
$888K +$146K +12,427 +20%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$597K +$221K +18,826 +59%
Millennium Management
12
Millennium Management
New York
$515K +$515K +43,789 New
Russell Investments Group
13
Russell Investments Group
United Kingdom
$501K +$464K +39,488 +1,268%
RA
14
Resource America
New York
$458K -$535K -45,548 -54%
WA
15
Wealthstar Advisors
Texas
$327K -$9.4K -800 -3%
YCM
16
Yakira Capital Management
Connecticut
$289K – – –
AIM
17
Advantage Investment Management
Iowa
$267K +$73.1K +6,229 +38%
SPC
18
Sigma Planning Corp
Michigan
$254K +$13.8K +1,172 +6%
LSV Asset Management
19
LSV Asset Management
Illinois
$251K – – –
OAM
20
Oxford Asset Management
United Kingdom
$249K -$303K -25,783 -55%
Wells Fargo
21
Wells Fargo
California
$225K +$59.8K +5,097 +36%
Stifel Financial
22
Stifel Financial
Missouri
$193K +$4.46K +382 +2%
LPL Financial
23
LPL Financial
California
$182K +$182K +15,460 New
ACI
24
AMP Capital Investors
Australia
$162K +$162K +13,700 New
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$161K +$161K +13,704 New
1
2