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OFS Capital

33 hedge funds and large institutions have $7.55M invested in OFS Capital in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3% less funds holding

Funds holding: 3433 (-1)

3.3% less ownership

Funds ownership: 15.77%12.47% (-3.3%)

12% less capital invested

Capital invested by funds: $8.59M → $7.55M (-$1.05M)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$2.07M -$468K -100,597 -18%
Truist Financial
2
Truist Financial
North Carolina
$1.65M -$92.4K -19,870 -5%
AAM
3
Advisors Asset Management
Colorado
$896K -$187K -40,206 -17%
SA
4
Sycale Advisors
New York
$520K -$252K -54,196 -32%
MCM
5
McKinley Capital Management
Alaska
$431K +$44.4K +9,539 +11%
VEA
6
Virtus ETF Advisers
New York
$269K -$393K -84,396 -59%
Morgan Stanley
7
Morgan Stanley
New York
$244K -$71.1K -15,276 -22%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$166K -$65.9K -14,158 -28%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$165K -$60.8K -13,075 -26%
SPC
10
Sigma Planning Corp
Michigan
$143K +$12.4K +2,656 +9%
Squarepoint
11
Squarepoint
New York
$119K +$123K +26,438 New
William Blair & Company
12
William Blair & Company
Illinois
$106K +$109K +23,500 New
IAIM
13
International Assets Investment Management
Florida
$102K -$2.33K -500 -2%
AFP
14
Ausdal Financial Partners
Iowa
$87K +$2.47K +530 +3%
KCPG
15
Kavar Capital Partners Group
Kansas
$80K
LSV Asset Management
16
LSV Asset Management
Illinois
$80K
Citadel Advisors
17
Citadel Advisors
Florida
$74K -$1.68K -360 -2%
VF
18
Virtu Financial
New York
$68K +$70.3K +15,106 New
Stifel Financial
19
Stifel Financial
Missouri
$62K -$9.58K -2,059 -13%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$52K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$50K
Osaic Holdings
22
Osaic Holdings
Arizona
$25K -$161K -34,598 -86%
UBS Group
23
UBS Group
Switzerland
$19K -$173K -37,272 -90%
AF
24
Advisornet Financial
Minnesota
$15K +$1.21K +259 +8%
Wells Fargo
25
Wells Fargo
California
$14K -$8.78K -1,886 -37%

OFS Hedge Fund Activity: Q2 2020 in Review

33 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q2 2020, worth a combined $7.55M — down 12% from $8.59M a quarter earlier.

Fund positioning in OFS was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 16 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $123K. The largest seller was Confluence Investment Management, cutting an estimated $468K.

  • 33 institutional investors held OFS Capital (OFS) as of Q2 2020, down from 34 in Q1 2020.
  • Funds reported $7.55M of OFS Capital stock for Q2 2020, down 12% quarter-over-quarter.
  • 4 funds opened new OFS Capital positions in Q2 2020 and 4 closed out, a net change of 0 holders.
  • The largest OFS Capital buyer in Q2 2020 was Squarepoint, an estimated $123K added.
  • The largest OFS Capital seller in Q2 2020 was Confluence Investment Management, an estimated $468K sold.

Based on aggregated 13F filings for Q2 2020.