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OFS Capital
OFS

32 hedge funds and large institutions have $9.6M 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

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 28 → 32 (+4)

1.55% less ownership

Funds ownership: 11.58% → 10.03% (-1.6%)

23% less capital inflows, than outflows

Capital inflows: $2.21M | Capital outflows: $2.87M

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.56%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.27M
2
Western Standard LLC
Western Standard LLC
California
+$508K
3
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
+$256K
4
&Partners
&Partners
Tennessee
+$97.9K
5
Sigma Planning Corp
Sigma Planning Corp
Michigan
+$18.6K

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$1.6M
2
Sycale Advisors
Sycale Advisors
New York
-$635K
3
Advisors Asset Management
Advisors Asset Management
Colorado
-$192K
4
William Blair & Company
William Blair & Company
Illinois
-$141K
5
Squarepoint
Squarepoint
New York
-$105K

OFS Hedge Fund Activity: Q4 2020 in Review

32 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q4 2020, worth a combined $9.6M — up 32% from $7.31M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OFS positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.27M. The largest seller was Truist Financial, exiting entirely with an estimated $1.6M sold.

  • 32 institutional investors held OFS Capital (OFS) as of Q4 2020, up from 28 in Q3 2020.
  • Funds reported $9.6M of OFS Capital stock for Q4 2020, up 32% quarter-over-quarter.
  • 7 funds opened new OFS Capital positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest OFS Capital buyer in Q4 2020 was Morgan Stanley, an estimated $1.27M added.
  • The largest OFS Capital seller in Q4 2020 was Truist Financial, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2020.