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OHAI

OHA Investment Corporation
OHAI

Delisted

OHAI was delisted on the 18th of December, 2019.

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64 hedge funds and large institutions have $59.8M invested in OHA Investment Corporation in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,100% more call options, than puts

Call options by funds: $82K | Put options by funds: $1K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $49.2M → $59.8M (+$10.6M)

2% more funds holding

Funds holding: 63 → 64 (+1)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
7
Calls
$82K
Puts
$1K
Net Calls
+$81K
Net Calls Change
-$68K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.6M
2
CS
Credit Suisse
Switzerland
+$1.06M
3
AAM
Advisors Asset Management
Colorado
+$303K
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$277K
5
Two Sigma Investments
Two Sigma Investments
New York
+$232K

Top Sellers

1
LOM
Loeb Offshore Management
New York
-$754K
2
Northern Trust
Northern Trust
Illinois
-$301K
3
CIM
Confluence Investment Management
Missouri
-$239K
4
BIT
BlackRock Institutional Trust
California
-$226K
5
Deutsche Bank
Deutsche Bank
Germany
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$328K -$80.3K -10,600 -19%
Wells Fargo
27
Wells Fargo
California
$312K – – –
AAM
28
Advisors Asset Management
Colorado
$299K +$303K +39,968 New
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$283K – – –
State Board of Administration of Florida Retirement System
30
State Board of Administration of Florida Retirement System
Florida
$262K – – –
KFS
31
KMS Financial Services
Washington
$242K -$7.57K -1,000 -3%
Goldman Sachs
32
Goldman Sachs
New York
$233K -$20.6K -2,723 -8%
VanEck Associates
33
VanEck Associates
New York
$221K +$24.4K +3,224 +12%
Charles Schwab
34
Charles Schwab
California
$217K – – –
TA
35
Teachers Advisors
New York
$206K – – –
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$203K -$14.2K -1,869 -6%
WA
37
WFG Advisors
Texas
$182K +$2.32K +306 +1%
NFA
38
Nationwide Fund Advisors
Ohio
$122K -$3.57K -472 -3%
AIG
39
American International Group
New York
$116K +$454 +60 +0.4%
Legal & General Group
40
Legal & General Group
United Kingdom
$115K +$2.12K +280 +2%
DC
41
Deere & Company
Illinois
$101K – – –
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$79K – – –
BA
43
BlackRock Advisors
Delaware
$76K +$3.07K +405 +4%
SO
44
STRS Ohio
Ohio
$63K -$7.57K -1,000 -11%
Bank of America
45
Bank of America
North Carolina
$60K +$12.8K +1,684 +27%
Citigroup
46
Citigroup
New York
$59K +$27.5K +3,631 +86%
Invesco
47
Invesco
Georgia
$53K -$157K -20,751 -74%
DADC
48
D.A. Davidson & Co
Montana
$47K +$47.7K +6,302 New
PAM
49
Panagora Asset Management
Massachusetts
$34K – – –
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$28.4K – – –
1
2
3

OHAI Hedge Fund Activity: Q4 2013 in Review

64 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in OHA Investment Corporation (OHAI) for Q4 2013, worth a combined $59.8M — up 22% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OHAI positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.6M. The largest seller was Loeb Offshore Management, exiting entirely with an estimated $754K sold.

  • 64 institutional investors held OHA Investment Corporation (OHAI) as of Q4 2013, up from 63 in Q3 2013.
  • Funds reported $59.8M of OHA Investment Corporation stock for Q4 2013, up 22% quarter-over-quarter.
  • 9 funds opened new OHA Investment Corporation positions in Q4 2013 and 7 closed out, a net change of +2 holders.
  • The largest OHA Investment Corporation buyer in Q4 2013 was Morgan Stanley, an estimated $5.6M added.
  • The largest OHA Investment Corporation seller in Q4 2013 was Loeb Offshore Management, an estimated $754K sold.

Based on aggregated 13F filings for Q4 2013.