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OFS Capital
OFS

Overview Fund Activity

28 hedge funds and large institutions have $7.21M invested in OFS Capital in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$706K
2
SA
2
Sycale Advisors
New York
$635K
3
IAIM
3
International Assets Investment Management
Florida
$195K
4
SPC
4
Sigma Planning Corp
Michigan
$215K
5
William Blair & Company
5
William Blair & Company
Illinois
$141K

Top Sellers

1
MCM
1
McKinley Capital Management
Alaska
$0
2
AAM
2
Advisors Asset Management
Colorado
$615K
3
VEA
3
Virtus ETF Advisers
New York
$0
4
Truist Financial
4
Truist Financial
North Carolina
$1.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$2.16M 458,930 +980 +0.2%
Truist Financial
2
Truist Financial
North Carolina
$1.6M 339,138 -25,934 -7%
Morgan Stanley
3
Morgan Stanley
New York
$706K 149,876 +95,840 +177%
SA
4
Sycale Advisors
New York
$635K 134,849 +19,783 +17%
AAM
5
Advisors Asset Management
Colorado
$615K 130,653 -67,487 -34%
SPC
6
Sigma Planning Corp
Michigan
$215K 45,563 +13,961 +44%
IAIM
7
International Assets Investment Management
Florida
$195K 41,485 +19,000 +85%
Squarepoint
8
Squarepoint
New York
$148K 31,326 +4,888 +18%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$146K 30,896 -5,800 -16%
William Blair & Company
10
William Blair & Company
Illinois
$141K 29,947 +6,447 +27%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$137K 29,035 -7,500 -21%
KCPG
12
Kavar Capital Partners Group
Kansas
$84K 17,750 – –
LSV Asset Management
13
LSV Asset Management
Illinois
$84K 17,900 – –
Stifel Financial
14
Stifel Financial
Missouri
$65K 13,730 – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$55K 11,600 – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$54K 11,500 +500 +5%
AFP
17
Ausdal Financial Partners
Iowa
$52K 11,045 -8,100 -42%
UBS Group
18
UBS Group
Switzerland
$27K 5,556 +1,300 +31%
Wells Fargo
19
Wells Fargo
California
$19K 4,060 +859 +27%
AF
20
Advisornet Financial
Minnesota
$16K 3,452 +126 +4%
TRCT
21
Tower Research Capital (TRC)
New York
$13K 2,876 +2,876 New
Osaic Holdings
22
Osaic Holdings
Arizona
$12K 2,582 -2,880 -53%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$10K 2,100 +2,100 New
US Bancorp
24
US Bancorp
Minnesota
$7K 1,550 – –
HIA
25
Harbor Investment Advisory
Maryland
$5K 1,100 – –
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