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OHAI

OHA Investment Corporation
OHAI

Delisted

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

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33 hedge funds and large institutions have $7.89M invested in OHA Investment Corporation in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

22% more funds holding

Funds holding: 27 → 33 (+6)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

18% less capital invested

Capital invested by funds: $9.59M → $7.89M (-$1.7M)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAM
Deltec Asset Management
New York
+$240K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$64K
3
AWM
Altium Wealth Management
New York
+$54.4K
4
FCMT
Founders Capital Management (Texas)
Texas
+$7.82K
5
Citadel Advisors
Citadel Advisors
Florida
+$4.57K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$641K
2
TG
TCW Group
California
-$119K
3
HK
Horizon Kinetics
New York
-$10.7K
4
UBS Group
UBS Group
Switzerland
-$7.95K
5
CWA
Clarus Wealth Advisors
Arizona
-$3.55K
Name Holding Trade Value Shares
Change 		Change in
Stake
TG
1
TCW Group
California
$1.83M -$119K -91,090 -5%
RCM
2
Rivernorth Capital Management
Florida
$1.64M -$641K -491,700 -23%
CCM
3
Callodine Capital Management
Massachusetts
$1.02M +$1.32M +1,010,000 New
FM
4
Fondren Management
Texas
$606K – – –
SC
5
Southside Capital
Florida
$529K +$605K +464,204 New
DAM
6
Deltec Asset Management
New York
$433K +$240K +184,140 +75%
AC
7
Almitas Capital
California
$308K +$397K +304,671 New
TP
8
Truvvo Partners
New York
$275K – – –
KCM
9
Kennedy Capital Management
Missouri
$256K – – –
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$191K +$1.8K +1,379 +0.7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$180K +$64K +49,090 +38%
JP Morgan Chase
12
JP Morgan Chase
New York
$131K – – –
AWM
13
Altium Wealth Management
New York
$115K +$54.4K +41,747 +58%
HCP
14
Holt Capital Partners
Texas
$108K – – –
RA
15
Royce & Associates
New York
$60K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$60K +$411 +315 +0.5%
HK
17
Horizon Kinetics
New York
$40K -$10.7K -8,211 -17%
Creative Planning
18
Creative Planning
Kansas
$26K – – –
UR
19
USCA RIA
Texas
$17K – – –
Citadel Advisors
20
Citadel Advisors
Florida
$15K +$4.57K +3,503 +31%
TSS
21
Two Sigma Securities
New York
$13K -$1.4K -1,077 -8%
CWA
22
Clarus Wealth Advisors
Arizona
$10K -$3.55K -2,722 -21%
Wells Fargo
23
Wells Fargo
California
$10K -$2.11K -1,620 -15%
FCMT
24
Founders Capital Management (Texas)
Texas
$6K +$7.82K +6,000 New
Morgan Stanley
25
Morgan Stanley
New York
$4K – – –
1
2

OHAI Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in OHA Investment Corporation (OHAI) for Q4 2018, worth a combined $7.89M — down 18% from $9.59M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OHAI positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Deltec Asset Management, adding an estimated $240K. The largest seller was Rivernorth Capital Management, cutting an estimated $641K.

  • 33 institutional investors held OHA Investment Corporation (OHAI) as of Q4 2018, up from 27 in Q3 2018.
  • Funds reported $7.89M of OHA Investment Corporation stock for Q4 2018, down 18% quarter-over-quarter.
  • 7 funds opened new OHA Investment Corporation positions in Q4 2018 and 1 closed out, a net change of +6 holders.
  • The largest OHA Investment Corporation buyer in Q4 2018 was Deltec Asset Management, an estimated $240K added.
  • The largest OHA Investment Corporation seller in Q4 2018 was Rivernorth Capital Management, an estimated $641K sold.

Based on aggregated 13F filings for Q4 2018.