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OHAI

OHA Investment Corporation
OHAI

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TG
TCW Group
California
+$656K
2
KCM
Kennedy Capital Management
Missouri
+$109K
3
TSS
Two Sigma Securities
New York
+$21.4K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$15.2K
5
UBS Group
UBS Group
Switzerland
+$12K

Top Sellers

1
BRF
B. Riley Financial
California
-$71K
2
UR
USCA RIA
Texas
-$53.6K
3
CWA
Clarus Wealth Advisors
Arizona
-$48.9K
4
NFG
Next Financial Group
Texas
-$17K
5
Citadel Advisors
Citadel Advisors
Florida
-$11.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$3.25M – – –
TG
2
TCW Group
California
$2.88M +$656K +431,688 +29%
FM
3
Fondren Management
Texas
$915K – – –
TP
4
Truvvo Partners
New York
$413K – – –
KCM
5
Kennedy Capital Management
Missouri
$387K +$109K +71,586 +39%
DAM
6
Deltec Asset Management
New York
$373K – – –
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$286K +$4.36K +2,867 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$197K +$15.2K +10,024 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$196K +$2.71K +1,781 +1%
HCP
10
Holt Capital Partners
Texas
$162K – – –
AWM
11
Altium Wealth Management
New York
$111K – – –
RA
12
Royce & Associates
New York
$91K – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$90K -$4.86K -3,195 -5%
HK
14
Horizon Kinetics
New York
$74K – – –
Creative Planning
15
Creative Planning
Kansas
$40K +$1.52K +1,000 +4%
UR
16
USCA RIA
Texas
$25K -$53.6K -35,246 -68%
TSS
17
Two Sigma Securities
New York
$21K +$21.4K +14,084 New
CWA
18
Clarus Wealth Advisors
Arizona
$20K -$48.9K -32,185 -71%
Citadel Advisors
19
Citadel Advisors
Florida
$17K -$11.1K -7,324 -40%
Wells Fargo
20
Wells Fargo
California
$17K -$36 -24 -0.2%
UBS Group
21
UBS Group
Switzerland
$13K +$12K +7,877 +2,057%
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 – – –
BRF
25
B. Riley Financial
California
– -$71K -46,800 Closed
1
2

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.