Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ofs Credit Company Inc (OCCI)

34 + Investors. Track Smart Money conviction in OCCI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — OCCI

Based on 34 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OCCI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
34 hedge funds hold OCCI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

20 buying11 selling
Last quarter: 20 funds were net buyers (11 opened a brand new position + 9 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 21% conviction (2yr+) ■ 29% medium ■ 50% new
Only 7 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

12 → 9 → 7 → 9 → 11 new funds/Q
New funds entering each quarter: 9 → 7 → 9 → 11. A growing number of institutions are discovering OCCI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 59% of holders entered in last year

■ 29% veterans ■ 12% 1-2yr ■ 59% new
Of 34 current holders: 20 (59%) entered in the past year, only 10 (29%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
7 of 34 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OCCI

In 2026 Q2, 20 hedge funds were net buyers of OCCI (11 opened a new position, 9 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 35% of total institutional value in OCCI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: OCCI

How many hedge funds hold OCCI — quarterly history vs. share price
Quarterly hedge fund ownership of OCCI vs. share price

Market Analysis: OCCI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCCI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: OCCI
2026 Q3 Stats Unlock in 48 days 34 + Investors

Track Smart Money conviction in OCCI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 34 26 30.77%
13F Shares 1M 1M -5.66%
Total Value $3M $4M -16.28%
New Positions 11 9 +2
Increased Positions 9 8 +1
Closed Positions 3 10 -7
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCCI

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Financial Highlights

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Institutional Holders (2026 Q2)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OCCI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OCCI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Investment Advisers, LLC 0.23% 392,323 $1.0M
2 Advisory Solutions Group, LLC 0.02% 19,132 $49K
3 Meridian Wealth Management, LLC 0.01% 108,600 $278K
4 Two Sigma Securities, LLC 0.00% 15,569 $40K
5 NFSG Corp 0.00% 5,835 $15K
6 Kestra Advisory Services, LLC 0.00% 112,856 $289K
7 One Capital Management, LLC 0.00% 10,935 $32K
8 Compass Financial Management LLC 0.00% 2,775 $7K
9 WPG Advisers, LLC 0.00% 493 $1K
10 Boothbay Fund Management, LLC 0.00% 14,638 $37K
11 Prospera Financial Services Inc 0.00% 12,722 $33K
12 Highline Wealth Partners LLC 0.00% 500 $1K
13 Pinnacle Wealth Planning Services, Inc. 0.00% 790 $2K
14 Private Advisor Group, LLC 0.00% 12,419 $32K
15 Hrt Financial LP 0.00% 23,724 $60K
16 Global Retirement Partners, LLC 0.00% 2,658 $7K
17 Cresset Asset Management, LLC 0.00% 10,774 $28K
18 Morgan Stanley 0.00% 343,451 $879K
19 Cetera Investment Advisers 0.00% 19,688 $50K
20 NewEdge Advisors, LLC 0.00% 5,713 $15K
21 LPL Financial LLC 0.00% 50,978 $131K
22 Jane Street Group, LLC 0.00% 62,337 $160K
23 Citadel Advisors LLC 0.00% 41,801 $107K
24 Osaic Holdings, INC. 0.00% 3,948 $10K
25 Harbour Investments, INC. 0.00% 270 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ofs Credit Company Inc (OCCI)

What does the Smart Money Trend signal show for OCCI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OCCI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OCCI?

More buyers than sellers — 65% buying: Last quarter: 20 funds were net buyers (11 opened a brand new position + 9 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OCCI holders?

Strong quality — 35% AUM from major funds: 7 of 34 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OCCI?

Mostly new holders — 50% entered in last year: Only 7 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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