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OFS Capital

48 hedge funds and large institutions have $24.9M invested in OFS Capital in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

312% more call options, than puts

Call options by funds: $338K | Put options by funds: $82K

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

37% more funds holding

Funds holding: 3548 (+13)

17% more capital invested

Capital invested by funds: $21.3M → $24.9M (+$3.54M)

6.91% more ownership

Funds ownership: 12.24%19.15% (+6.9%)

Holders
48
Holders Change
+13
Holders Change %
+37.14%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
15
Reduced
10
Closed
2
Calls
$338K
Puts
$82K
Net Calls
+$256K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.9M +$891K +73,653 +23%
CIM
2
Confluence Investment Management
Missouri
$3.17M -$776K -64,154 -17%
SPF
3
Steven Patrick Farmer
$3.17M +$3.86M +319,245 New
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.98M +$672K +55,573 +39%
AAM
5
Advisors Asset Management
Colorado
$1.27M +$696K +57,596 +82%
Two Sigma Investments
6
Two Sigma Investments
New York
$1.14M +$691K +57,147 +99%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$1.14M +$797K +65,900 +135%
IFG
8
Independent Financial Group
California
$781K +$435K +36,003 +84%
Osaic Holdings
9
Osaic Holdings
Arizona
$756K +$820K +67,789 +807%
Millennium Management
10
Millennium Management
New York
$690K +$268K +22,131 +47%
Citadel Advisors
11
Citadel Advisors
Florida
$683K +$666K +55,089 +403%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$621K +$375K +31,000 +98%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$584K +$270K +22,359 +61%
SPC
14
Sigma Planning Corp
Michigan
$497K -$21.7K -1,798 -3%
HT
15
Heritage Trust
Oklahoma
$449K +$548K +45,305 New
MIG
16
Mariner Investment Group
New York
$413K +$89.2K +7,378 +22%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$360K -$6.34K -524 -1%
QC
18
Quadrature Capital
United Kingdom
$273K +$334K +27,596 New
VF
19
Virtu Financial
New York
$257K +$313K +25,882 New
VEA
20
Virtus ETF Advisers
New York
$245K -$93.8K -7,755 -24%
RWM
21
Ritholtz Wealth Management
New York
$206K +$47.1K +3,897 +23%
P
22
&Partners
Tennessee
$194K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$189K +$231K +19,079 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$182K -$264K -21,800 -54%
Marshall Wace
25
Marshall Wace
United Kingdom
$174K -$13K -1,076 -6%

OFS Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q2 2022, worth a combined $24.9M — up 17% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OFS positions and 2 closed out — a net gain of 14 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891K. The largest seller was Confluence Investment Management, cutting an estimated $776K.

  • 48 institutional investors held OFS Capital (OFS) as of Q2 2022, up from 35 in Q1 2022.
  • Funds reported $24.9M of OFS Capital stock for Q2 2022, up 17% quarter-over-quarter.
  • 16 funds opened new OFS Capital positions in Q2 2022 and 2 closed out, a net change of +14 holders.
  • The largest OFS Capital buyer in Q2 2022 was Morgan Stanley, an estimated $891K added.
  • The largest OFS Capital seller in Q2 2022 was Confluence Investment Management, an estimated $776K sold.

Based on aggregated 13F filings for Q2 2022.