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OHAI

OHA Investment Corporation
OHAI

Delisted

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

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29 hedge funds and large institutions have $8.97M invested in OHA Investment Corporation in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

14% more capital invested

Capital invested by funds: $7.85M → $8.97M (+$1.12M)

12% more funds holding

Funds holding: 26 → 29 (+3)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TG
TCW Group
California
+$313K
2
JP Morgan Chase
JP Morgan Chase
New York
+$190K
3
AWM
Altium Wealth Management
New York
+$108K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$67.1K
5
UR
USCA RIA
Texas
+$44.5K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$222K
2
BRF
B. Riley Financial
California
-$64.3K
3
RCM
Rivernorth Capital Management
Florida
-$26.2K
4
TSS
Two Sigma Securities
New York
-$15K
5
UBS Group
UBS Group
Switzerland
-$3.48K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$3.25M -$26.2K -17,603 -0.8%
TG
2
TCW Group
California
$2.24M +$313K +210,531 +17%
FM
3
Fondren Management
Texas
$915K – – –
TP
4
Truvvo Partners
New York
$413K – – –
DAM
5
Deltec Asset Management
New York
$373K – – –
KCM
6
Kennedy Capital Management
Missouri
$278K – – –
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$259K – – –
JP Morgan Chase
8
JP Morgan Chase
New York
$195K +$190K +127,556 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$182K +$67.1K +45,099 +61%
HCP
10
Holt Capital Partners
Texas
$162K – – –
AWM
11
Altium Wealth Management
New York
$110K +$108K +72,442 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$95K +$500 +336 +0.5%
RA
13
Royce & Associates
New York
$91K – – –
UR
14
USCA RIA
Texas
$79K +$44.5K +29,892 +137%
HK
15
Horizon Kinetics
New York
$74K +$2.17K +1,456 +3%
BRF
16
B. Riley Financial
California
$71K -$64.3K -43,200 -48%
CWA
17
Clarus Wealth Advisors
Arizona
$63K – – –
Creative Planning
18
Creative Planning
Kansas
$38K – – –
Citadel Advisors
19
Citadel Advisors
Florida
$28K +$27.6K +18,527 New
Wells Fargo
20
Wells Fargo
California
$17K -$222K -149,421 -93%
NFG
21
Next Financial Group
Texas
$17K +$17K +11,440 New
Morgan Stanley
22
Morgan Stanley
New York
$6K – – –
Bank of America
23
Bank of America
North Carolina
$3K – – –
EARNEST Partners
24
EARNEST Partners
Georgia
$2K – – –
UBS Group
25
UBS Group
Switzerland
$1K -$3.48K -2,338 -86%
1
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OHAI Hedge Fund Activity: Q2 2018 in Review

29 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in OHA Investment Corporation (OHAI) for Q2 2018, worth a combined $8.97M — up 14% from $7.85M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new OHAI positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was TCW Group, adding an estimated $313K. The largest seller was Wells Fargo, cutting an estimated $222K.

  • 29 institutional investors held OHA Investment Corporation (OHAI) as of Q2 2018, up from 26 in Q1 2018.
  • Funds reported $8.97M of OHA Investment Corporation stock for Q2 2018, up 14% quarter-over-quarter.
  • 4 funds opened new OHA Investment Corporation positions in Q2 2018 and 1 closed out, a net change of +3 holders.
  • The largest OHA Investment Corporation buyer in Q2 2018 was TCW Group, an estimated $313K added.
  • The largest OHA Investment Corporation seller in Q2 2018 was Wells Fargo, an estimated $222K sold.

Based on aggregated 13F filings for Q2 2018.