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OFS Capital
OFS

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 32 → 34 (+2)

0.63% less ownership

Funds ownership: 16.38% → 15.76% (-0.63%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

13% less capital inflows, than outflows

Capital inflows: $3.25M | Capital outflows: $3.72M

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

Rank Fund Capital Flow
1
Sycale Advisors
Sycale Advisors
New York
+$1.64M
2
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
+$181K
3
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
+$178K
4
Citadel Advisors
Citadel Advisors
Florida
+$163K
5
WA
Wealthstar Advisors
Texas
+$133K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.29M
2
Morgan Stanley
Morgan Stanley
New York
-$442K
3
Virtus ETF Advisers
Virtus ETF Advisers
New York
-$377K
4
Advisors Asset Management
Advisors Asset Management
Colorado
-$324K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$216K

OFS Hedge Fund Activity: Q1 2020 in Review

34 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q1 2020, worth a combined $8.59M — down 66% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OFS positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Sycale Advisors, opening a new position worth an estimated $1.64M. The largest seller was UBS Group, cutting an estimated $1.29M.

  • 34 institutional investors held OFS Capital (OFS) as of Q1 2020, up from 32 in Q4 2019.
  • Funds reported $8.59M of OFS Capital stock for Q1 2020, down 66% quarter-over-quarter.
  • 8 funds opened new OFS Capital positions in Q1 2020 and 4 closed out, a net change of +4 holders.
  • The largest OFS Capital buyer in Q1 2020 was Sycale Advisors, an estimated $1.64M added.
  • The largest OFS Capital seller in Q1 2020 was UBS Group, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2020.