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OHAI

OHA Investment Corporation
OHAI

Delisted

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

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28 hedge funds and large institutions have $6.62M invested in OHA Investment Corporation in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

33% more funds holding

Funds holding: 21 → 28 (+7)

1% less capital invested

Capital invested by funds: $6.71M → $6.62M (-$84K)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
4
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$196K
2
BRF
B. Riley Financial
California
+$177K
3
Wells Fargo
Wells Fargo
California
+$98.6K
4
TSS
Two Sigma Securities
New York
+$51K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$29.3K

Top Sellers

1
DAM
Deltec Asset Management
New York
-$114K
2
RA
Royce & Associates
New York
-$77.8K
3
TG
TCW Group
California
-$56.8K
4
RCM
Rivernorth Capital Management
Florida
-$52.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.49M -$52.8K -44,771 -2%
TG
2
TCW Group
California
$1.45M -$56.8K -48,200 -4%
FM
3
Fondren Management
Texas
$690K – – –
TP
4
Truvvo Partners
New York
$313K – – –
DAM
5
Deltec Asset Management
New York
$223K -$114K -96,796 -33%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$210K -$9.97K -8,459 -4%
RCF
7
Rainwater Charitable Foundation
Texas
$200K +$205K +174,130 New
KCM
8
Kennedy Capital Management
Missouri
$191K +$196K +165,894 New
BRF
9
B. Riley Financial
California
$173K +$177K +150,000 New
HCP
10
Holt Capital Partners
Texas
$122K – – –
Wells Fargo
11
Wells Fargo
California
$119K +$98.6K +83,671 +418%
RA
12
Royce & Associates
New York
$102K -$77.8K -66,000 -43%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$71K -$1.09K -924 -1%
TSS
14
Two Sigma Securities
New York
$50K +$51K +43,293 New
CWA
15
Clarus Wealth Advisors
Arizona
$49K +$50.4K +42,725 New
Legal & General Group
16
Legal & General Group
United Kingdom
$45K – – –
Creative Planning
17
Creative Planning
Kansas
$29K -$5.01K -4,250 -15%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$29K +$29.3K +24,814 New
UR
19
USCA RIA
Texas
$25K +$177 +150 +0.7%
Citadel Advisors
20
Citadel Advisors
Florida
$19K +$3.6K +3,054 +23%
UBS Group
21
UBS Group
Switzerland
$14K +$9.5K +8,060 +186%
Morgan Stanley
22
Morgan Stanley
New York
$4K – – –
Bank of America
23
Bank of America
North Carolina
$2K -$11.8K -10,000 -83%
AG
24
Advisor Group
Arizona
$2K -$4.48K -3,800 -72%
EARNEST Partners
25
EARNEST Partners
Georgia
$2K +$1.77K +1,500 New
1
2

OHAI Hedge Fund Activity: Q4 2017 in Review

28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in OHA Investment Corporation (OHAI) for Q4 2017, worth a combined $6.62M — down 1.3% from $6.71M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OHAI positions and 1 closed out — a net gain of 7 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $196K. The largest seller was Deltec Asset Management, cutting an estimated $114K.

  • 28 institutional investors held OHA Investment Corporation (OHAI) as of Q4 2017, up from 21 in Q3 2017.
  • Funds reported $6.62M of OHA Investment Corporation stock for Q4 2017, down 1.3% quarter-over-quarter.
  • 8 funds opened new OHA Investment Corporation positions in Q4 2017 and 1 closed out, a net change of +7 holders.
  • The largest OHA Investment Corporation buyer in Q4 2017 was Kennedy Capital Management, an estimated $196K added.
  • The largest OHA Investment Corporation seller in Q4 2017 was Deltec Asset Management, an estimated $114K sold.

Based on aggregated 13F filings for Q4 2017.