OFS icon

OFS Capital
OFS

Overview Fund Activity

33 hedge funds and large institutions have $13.2M invested in OFS Capital in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSL
1
Western Standard LLC
California
$2.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.69M
3
IAIM
3
International Assets Investment Management
Florida
$587K
4
UBS Group
4
UBS Group
Switzerland
$152K
5
VF
5
Virtu Financial
New York
$102K

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$3.41M
2
AAM
2
Advisors Asset Management
Colorado
$587K
3
Squarepoint
3
Squarepoint
New York
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$168K
5
LSV Asset Management
5
LSV Asset Management
Illinois
$119K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.69M 419,965 +49,742 +13%
CIM
2
Confluence Investment Management
Missouri
$3.41M 387,920 -68,405 -15%
WSL
3
Western Standard LLC
California
$2.18M 248,548 +160,286 +182%
AAM
4
Advisors Asset Management
Colorado
$587K 66,805 -30,502 -31%
IAIM
5
International Assets Investment Management
Florida
$587K 73,920 +35,985 +95%
SPC
6
Sigma Planning Corp
Michigan
$397K 45,268 -3,520 -7%
AWA
7
Arkadios Wealth Advisors
Georgia
$369K 42,087 -2,368 -5%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$192K 21,853 – –
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$168K 19,185 -7,850 -29%
Millennium Management
10
Millennium Management
New York
$162K 18,398 +2,790 +18%
UBS Group
11
UBS Group
Switzerland
$152K 17,271 +14,581 +542%
P
12
&Partners
Tennessee
$149K 17,000 – –
KCPG
13
Kavar Capital Partners Group
Kansas
$123K 14,000 – –
Stifel Financial
14
Stifel Financial
Missouri
$121K 13,730 – –
LSV Asset Management
15
LSV Asset Management
Illinois
$119K 13,600 -4,300 -24%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$102K 11,600 – –
VF
17
Virtu Financial
New York
$102K 11,617 +11,617 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$101K 11,500 – –
Citadel Advisors
19
Citadel Advisors
Florida
$97K 11,033 +11,033 New
AFP
20
Ausdal Financial Partners
Iowa
$92K 10,530 -515 -5%
FSA
21
Fort Sheridan Advisors
Illinois
$90K 10,270 +10,270 New
SWA
22
SOA Wealth Advisors
New York
$87K 10,000 – –
Wells Fargo
23
Wells Fargo
California
$36K 4,059 – –
AF
24
Advisornet Financial
Minnesota
$32K 3,666 +90 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$27K 3,040 +2,439 +406%
1
2