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OFS Capital

36 hedge funds and large institutions have $12.6M invested in OFS Capital in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,715% more call options, than puts

Call options by funds: $236K | Put options by funds: $13K

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.86% less ownership

Funds ownership: 11.46%10.61% (-0.86%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

17% less capital invested

Capital invested by funds: $15.3M → $12.6M (-$2.64M)

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
13
Closed
4
Calls
$236K
Puts
$13K
Net Calls
+$223K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.23M -$344K -35,654 -12%
IAIM
2
International Assets Investment Management
Florida
$1.18M -$352K -36,476 -21%
Morgan Stanley
3
Morgan Stanley
New York
$1.13M -$495K -51,316 -29%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$875K +$341K +35,400 +56%
CIM
5
Confluence Investment Management
Missouri
$869K
Two Sigma Investments
6
Two Sigma Investments
New York
$772K +$95.4K +9,895 +13%
AWA
7
Arkadios Wealth Advisors
Georgia
$678K +$329K +34,083 +81%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$586K -$811K -84,142 -56%
LPL Financial
9
LPL Financial
California
$538K +$27.1K +2,808 +5%
IFG
10
Independent Financial Group
California
$523K -$107K -11,100 -16%
VEA
11
Virtus ETF Advisers
New York
$452K +$185K +19,198 +61%
Citadel Advisors
12
Citadel Advisors
Florida
$366K +$132K +13,663 +50%
BlackRock
13
BlackRock
New York
$337K -$38.6K -4,009 -10%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$321K +$77K +7,990 +28%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$308K -$150K -15,572 -31%
TI
16
Trexquant Investment
Connecticut
$186K +$202K +20,932 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$182K +$198K +20,559 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$136K +$14.5K +1,500 +11%
RWM
19
Ritholtz Wealth Management
New York
$135K -$80.7K -8,369 -35%
P
20
&Partners
Tennessee
$134K
SWA
21
SOA Wealth Advisors
New York
$131K +$5.19K +538 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$129K +$21.7K +2,250 +18%
SA
23
Sanctuary Advisors
Indiana
$114K +$117K +12,102 New
LSV Asset Management
24
LSV Asset Management
Illinois
$114K
NS
25
NBC Securities
Alabama
$60K -$6.84K -710 -9%

OFS Hedge Fund Activity: Q2 2024 in Review

36 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q2 2024, worth a combined $12.6M — down 17% from $15.3M a quarter earlier.

Fund positioning in OFS was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 13 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $341K. The largest seller was Acadian Asset Management, cutting an estimated $811K.

  • 36 institutional investors held OFS Capital (OFS) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $12.6M of OFS Capital stock for Q2 2024, down 17% quarter-over-quarter.
  • 4 funds opened new OFS Capital positions in Q2 2024 and 4 closed out, a net change of 0 holders.
  • The largest OFS Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $341K added.
  • The largest OFS Capital seller in Q2 2024 was Acadian Asset Management, an estimated $811K sold.

Based on aggregated 13F filings for Q2 2024.