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OFS Capital
OFS

Overview Fund Activity

34 hedge funds and large institutions have $8.59M invested in OFS Capital in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Sycale Advisors
New York
$689K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$163K
3
IAIM
3
International Assets Investment Management
Florida
$94K
4
AFP
4
Ausdal Financial Partners
Iowa
$85K
5
AWA
5
Arkadios Wealth Advisors
Georgia
$161K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$169K
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$0
3
CAM
3
Concorde Asset Management
Michigan
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$281K
5
VEA
5
Virtus ETF Advisers
New York
$586K
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$2.27M 558,547 +2,274 +0.4%
Truist Financial
2
Truist Financial
North Carolina
$1.57M 384,942 -17,549 -4%
AAM
3
Advisors Asset Management
Colorado
$970K 238,346 -33,274 -12%
SA
4
Sycale Advisors
New York
$689K 169,262 +169,262 New
VEA
5
Virtus ETF Advisers
New York
$586K 143,912 -38,881 -21%
MCM
6
McKinley Capital Management
Alaska
$350K 85,910 +161 +0.2%
Morgan Stanley
7
Morgan Stanley
New York
$281K 69,312 -45,540 -40%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$207K 50,854 -18,100 -26%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$202K 49,610 -17,150 -26%
UBS Group
10
UBS Group
Switzerland
$169K 41,528 -132,984 -76%
Osaic Holdings
11
Osaic Holdings
Arizona
$163K 40,060 +40,060 New
AWA
12
Arkadios Wealth Advisors
Georgia
$161K 39,526 +18,381 +87%
SPC
13
Sigma Planning Corp
Michigan
$118K 28,946 +5,179 +22%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$116K 28,475 +5,845 +26%
IAIM
15
International Assets Investment Management
Florida
$94K 22,985 +22,985 New
AFP
16
Ausdal Financial Partners
Iowa
$85K 18,615 +18,615 New
LSV Asset Management
17
LSV Asset Management
Illinois
$72K 17,900 – –
KCPG
18
Kavar Capital Partners Group
Kansas
$72K 17,750 +6,250 +54%
Citadel Advisors
19
Citadel Advisors
Florida
$68K 16,775 +16,775 New
Stifel Financial
20
Stifel Financial
Missouri
$64K 15,789 – –
TRCT
21
Tower Research Capital (TRC)
New York
$57K 13,887 +11,660 +524%
WA
22
Wealthstar Advisors
Texas
$55K 13,750 +13,750 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$47K 11,600 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$45K 11,000 – –
Wells Fargo
25
Wells Fargo
California
$21K 5,087 -9,845 -66%
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