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OFS Capital

32 hedge funds and large institutions have $16.2M invested in OFS Capital in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $13.2M → $16.2M (+$2.96M)

0.83% more ownership

Funds ownership: 11.29%12.12% (+0.83%)

3% less funds holding

Funds holding: 3332 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.51M +$306K +32,499 +8%
CIM
2
Confluence Investment Management
Missouri
$3.87M +$5.66K +601 +0.2%
WSL
3
Western Standard LLC
California
$3.02M +$520K +55,164 +22%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$828K +$577K +61,241 +280%
SPC
5
Sigma Planning Corp
Michigan
$501K +$47.7K +5,061 +11%
AAM
6
Advisors Asset Management
Colorado
$443K -$210K -22,339 -33%
IAIM
7
International Assets Investment Management
Florida
$358K -$357K -37,935 -51%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$329K +$311K +33,070 New
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$232K +$219K +23,256 New
AWA
10
Arkadios Wealth Advisors
Georgia
$230K -$179K -18,992 -45%
P
11
&Partners
Tennessee
$169K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$167K -$22.6K -2,400 -13%
Squarepoint
13
Squarepoint
New York
$156K +$148K +15,711 New
UBS Group
14
UBS Group
Switzerland
$149K -$21.7K -2,302 -13%
KCPG
15
Kavar Capital Partners Group
Kansas
$140K +$942 +100 +0.7%
Stifel Financial
16
Stifel Financial
Missouri
$137K
LSV Asset Management
17
LSV Asset Management
Illinois
$135K
Millennium Management
18
Millennium Management
New York
$132K -$48.2K -5,116 -28%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$126K +$10.7K +1,140 +10%
WA
20
Wealthstar Advisors
Texas
$121K +$114K +12,100 New
AFP
21
Ausdal Financial Partners
Iowa
$105K
FSA
22
Fort Sheridan Advisors
Illinois
$102K
SWA
23
SOA Wealth Advisors
New York
$101K +$2.09K +222 +2%
Wells Fargo
24
Wells Fargo
California
$40K +$9 +1 +0%
AF
25
Advisornet Financial
Minnesota
$37K +$763 +81 +2%

OFS Hedge Fund Activity: Q2 2021 in Review

32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q2 2021, worth a combined $16.2M — up 22% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OFS and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.

The largest buyer was Arrowstreet Capital, adding an estimated $577K. The largest seller was International Assets Investment Management, cutting an estimated $357K.

  • 32 institutional investors held OFS Capital (OFS) as of Q2 2021, down from 33 in Q1 2021.
  • Funds reported $16.2M of OFS Capital stock for Q2 2021, up 22% quarter-over-quarter.
  • 5 funds opened new OFS Capital positions in Q2 2021 and 6 closed out, a net change of -1 holder.
  • The largest OFS Capital buyer in Q2 2021 was Arrowstreet Capital, an estimated $577K added.
  • The largest OFS Capital seller in Q2 2021 was International Assets Investment Management, an estimated $357K sold.

Based on aggregated 13F filings for Q2 2021.