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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
RO
1
Reservoir Operations
New York
$6.37M +$6.46M +853,089 New
Morgan Stanley
2
Morgan Stanley
New York
$5.79M +$5.6M +739,209 +2,064%
CS
3
Credit Suisse
Switzerland
$4.68M +$1.06M +139,724 +29%
ICM
4
Indaba Capital Management
California
$4.49M +$4.55M +601,075 New
BFA
5
BlackRock Fund Advisors
California
$4.44M -$170K -22,488 -4%
U
6
UBS
Switzerland
$3.28M +$30.9K +4,084 +0.9%
State Street
7
State Street
Massachusetts
$2.92M +$43.2K +5,706 +1%
CIM
8
Confluence Investment Management
Missouri
$2.83M -$239K -31,528 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.81M -$3.29K -434 -0.1%
RJA
10
Raymond James & Associates
Florida
$2.21M +$47.1K +6,217 +2%
BIT
11
BlackRock Institutional Trust
California
$1.95M -$226K -29,790 -10%
Northern Trust
12
Northern Trust
Illinois
$1.84M -$301K -39,693 -14%
CIM
13
Corbyn Investment Management
Maryland
$1.75M -$31.9K -4,219 -2%
Vanguard Group
14
Vanguard Group
Pennsylvania
$1.68M +$11.4K +1,505 +0.7%
YMRC
15
Yorktown Management & Research Company
Virginia
$1.37M – – –
RA
16
Royce & Associates
New York
$1.34M +$17.3K +2,288 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.03M +$2.9K +383 +0.3%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$977K – – –
BCM
19
Bridgeway Capital Management
Texas
$811K -$37.9K -5,000 -4%
HCP
20
Holt Capital Partners
Texas
$795K +$806K +106,483 New
TCIM
21
TIAA CREF Investment Management
New York
$733K – – –
BIM
22
BlackRock Investment Management
Delaware
$542K -$17.9K -2,365 -3%
Two Sigma Investments
23
Two Sigma Investments
New York
$445K +$232K +30,615 +105%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$378K +$277K +36,600 +261%
BA
25
Bard Associates
Illinois
$333K – – –
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.