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OFS Capital
OFS

Overview Fund Activity

32 hedge funds and large institutions have $9.63M invested in OFS Capital in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.65M
2
WSL
Western Standard LLC
California
$631K
3
AWA
Arkadios Wealth Advisors
Georgia
$317K
4
P
&Partners
Tennessee
$122K
5
SPC
Sigma Planning Corp
Michigan
$349K

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$0
2
SA
Sycale Advisors
New York
$0
3
AAM
Advisors Asset Management
Colorado
$696K
4
William Blair & Company
William Blair & Company
Illinois
$0
5
Squarepoint
Squarepoint
New York
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$3.26M -$18.6K -2,605 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$2.65M +$1.58M +220,347 +147%
AAM
3
Advisors Asset Management
Colorado
$696K -$239K -33,346 -26%
WSL
4
Western Standard LLC
California
$631K +$631K +88,262 New
SPC
5
Sigma Planning Corp
Michigan
$349K +$23.1K +3,225 +7%
AWA
6
Arkadios Wealth Advisors
Georgia
$317K +$317K +44,455 New
IAIM
7
International Assets Investment Management
Florida
$271K -$25.4K -3,550 -9%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$193K -$14.3K -2,000 -7%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$156K -$64.6K -9,043 -29%
LSV Asset Management
10
LSV Asset Management
Illinois
$127K – – –
P
11
&Partners
Tennessee
$122K +$122K +17,000 New
Millennium Management
12
Millennium Management
New York
$112K -$49.4K -6,884 -31%
KCPG
13
Kavar Capital Partners Group
Kansas
$100K -$26.8K -3,750 -21%
Stifel Financial
14
Stifel Financial
Missouri
$98K – – –
Squarepoint
15
Squarepoint
New York
$93K -$131K -18,319 -58%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$83K – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$82K – – –
AFP
18
Ausdal Financial Partners
Iowa
$79K – – –
SWA
19
SOA Wealth Advisors
New York
$78K +$78K +10,000 New
Wells Fargo
20
Wells Fargo
California
$29K -$7 -1 -0%
AF
21
Advisornet Financial
Minnesota
$26K +$902 +124 +4%
UBS Group
22
UBS Group
Switzerland
$19K -$20.2K -2,866 -52%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$15K – – –
US Bancorp
24
US Bancorp
Minnesota
$11K – – –
HIA
25
Harbor Investment Advisory
Maryland
$8K – – –
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