OHA Investment Corporation
OHAI
OHAI was delisted on the 18th of December, 2019.
27 hedge funds and large institutions have $9.59M invested in OHA Investment Corporation in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
7% more capital invested
Capital invested by funds: $8.97M → $9.59M (+$625K)
7% less funds holding
Funds holding: 29 → 27 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
Top Sellers
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$71K |
| 2 |
UR
USCA RIA
Houston,
Texas
|
-$53.6K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$48.9K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$17K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$11.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| – | -$17K | -11,440 | Closed |
|
|
SWM
27
SeaCrest Wealth Management
Purchase,
New York
| – | -$1K | -800 | Closed |
|
|
PAM
28
Panagora Asset Management
Boston,
Massachusetts
| – | -$1K | -611 | Closed |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| – | -$608 | -400 | -57% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$38 | +25 | +11% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$152 | +100 | New |
|
OHAI Hedge Fund Activity: Q3 2018 in Review
27 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in OHA Investment Corporation (OHAI) for Q3 2018, worth a combined $9.59M — up 7% from $8.97M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OHAI and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was TCW Group, adding an estimated $656K. The largest seller was B. Riley Financial, exiting entirely with an estimated $71K sold.
- 27 institutional investors held OHA Investment Corporation (OHAI) as of Q3 2018, down from 29 in Q2 2018.
- Funds reported $9.59M of OHA Investment Corporation stock for Q3 2018, up 7% quarter-over-quarter.
- 2 funds opened new OHA Investment Corporation positions in Q3 2018 and 4 closed out, a net change of -2 holders.
- The largest OHA Investment Corporation buyer in Q3 2018 was TCW Group, an estimated $656K added.
- The largest OHA Investment Corporation seller in Q3 2018 was B. Riley Financial, an estimated $71K sold.
Based on aggregated 13F filings for Q3 2018.