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OFS Capital

33 hedge funds and large institutions have $10.5M invested in OFS Capital in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 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

7.38% more ownership

Funds ownership: 10.61%17.99% (+7.4%)

8% less funds holding

Funds holding: 3633 (-3)

17% less capital invested

Capital invested by funds: $12.6M → $10.5M (-$2.09M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
11
Closed
7
Calls
$236K
Puts
$13K
Net Calls
+$223K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.07M -$59.5K -7,077 -3%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$1.45M +$611K +72,700 +74%
Two Sigma Investments
3
Two Sigma Investments
New York
$985K +$248K +29,464 +34%
Morgan Stanley
4
Morgan Stanley
New York
$972K -$104K -12,394 -10%
CIM
5
Confluence Investment Management
Missouri
$828K
AWA
6
Arkadios Wealth Advisors
Georgia
$693K +$46.9K +5,575 +7%
VEA
7
Virtus ETF Advisers
New York
$469K +$39K +4,638 +9%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$463K -$94.9K -11,289 -17%
TI
9
Trexquant Investment
Connecticut
$375K +$197K +23,445 +112%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$287K -$18.8K -2,231 -6%
LPL Financial
11
LPL Financial
California
$283K -$228K -27,161 -45%
IFG
12
Independent Financial Group
California
$154K -$343K -40,800 -69%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$149K -$138K -16,385 -47%
IAIM
14
International Assets Investment Management
Florida
$140K +$8.8M +1,046,440 +783%
SWA
15
SOA Wealth Advisors
New York
$130K +$5.06K +602 +4%
P
16
&Partners
Tennessee
$128K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$125K -$4.2K -500 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$123K
Marshall Wace
19
Marshall Wace
United Kingdom
$121K +$120K +14,305 New
Jane Street
20
Jane Street
New York
$115K +$114K +13,551 New
LSV Asset Management
21
LSV Asset Management
Illinois
$109K
UBS Group
22
UBS Group
Switzerland
$102K +$86.3K +10,266 +586%
SA
23
Sanctuary Advisors
Indiana
$98.6K
TRCT
24
Tower Research Capital (TRC)
New York
$36K +$35.8K +4,261 New
NS
25
NBC Securities
Alabama
$30K -$26.4K -3,145 -46%

OFS Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q3 2024, worth a combined $10.5M — down 17% from $12.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of OFS and 4 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was International Assets Investment Management, adding an estimated $8.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $346K sold.

  • 33 institutional investors held OFS Capital (OFS) as of Q3 2024, down from 36 in Q2 2024.
  • Funds reported $10.5M of OFS Capital stock for Q3 2024, down 17% quarter-over-quarter.
  • 4 funds opened new OFS Capital positions in Q3 2024 and 7 closed out, a net change of -3 holders.
  • The largest OFS Capital buyer in Q3 2024 was International Assets Investment Management, an estimated $8.8M added.
  • The largest OFS Capital seller in Q3 2024 was Citadel Advisors, an estimated $346K sold.

Based on aggregated 13F filings for Q3 2024.