Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ofs Credit Company Inc (OCCI)

26 + 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
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — OCCI

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
26 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 57% buying

17 buying13 selling
Last quarter: 17 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 9 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 46% entered in last year

■ 23% conviction (2yr+) ■ 31% medium ■ 46% new
Only 6 funds (23%) 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.
💎

Buying through price weakness — shares +21%, value -29%

Value
-28%
Shares
+20%
Last quarter: funds added +21% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

6 → 12 → 9 → 6 → 9 new funds/Q
New funds entering each quarter: 12 → 9 → 6 → 9. OCCI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 58% of holders entered in last year

■ 31% veterans ■ 12% 1-2yr ■ 58% new
Of 26 current holders: 15 (58%) entered in the past year, only 8 (31%) 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.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
8 of 26 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in OCCI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q1, 17 hedge funds were net buyers of OCCI (9 opened a new position, 8 added to an existing one), while 13 reduced or exited (4 trimmed, 9 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 44% of total institutional value in OCCI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 26.

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

-- --

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

Is It Too Late to Buy Ofs Credit Company Inc (OCCI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OCCI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
OCCI
-11.2%
XLF
+8.8%

OCCI outperformed XLF by -20.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
OCCI
-30.1%
XLF
+5.1%

Since the filing became public, OCCI outperformed XLF by -35.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 26 -
13F Shares 1M 1M 20.7%
Total Value $4M $6M -28.58%
New Positions 9 6 +3
Increased Positions 8 7 +1
Closed Positions 9 5 +4
Reduced Positions 4 6 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCCI

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

26 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Investment Advisers, LLC 0.37% 462,155 $1.3M
2 Meridian Wealth Management, LLC 0.01% 108,600 $314K
3 XTX Topco Ltd 0.00% 41,811 $121K
4 NFSG Corp 0.00% 2,656 $8K
5 WPG Advisers, LLC 0.00% 589 $2K
6 Kestra Advisory Services, LLC 0.00% 92,856 $268K
7 One Capital Management, LLC 0.00% 10,935 $32K
8 Prospera Financial Services Inc 0.00% 12,613 $36K
9 Highline Wealth Partners LLC 0.00% 500 $1K
10 Pinnacle Wealth Planning Services, Inc. 0.00% 962 $3K
11 Cresset Asset Management, LLC 0.00% 10,223 $30K
12 Morgan Stanley 0.00% 383,185 $1.1M
13 Commonwealth Equity Services, LLC 0.00% 12,843 $37K
14 LPL Financial LLC 0.00% 45,776 $132K
15 Jane Street Group, LLC 0.00% 92,776 $268K
16 UBS Group AG 0.00% 60,461 $175K
17 Harbour Investments, INC. 0.00% 256 —
18 Osaic Holdings, INC. 0.00% 2,640 $8K
19 Northwestern Mutual Wealth Management Co 0.00% 4,542 $13K
20 Susquehanna International Group, LLP 0.00% 13,008 $38K
21 Allworth Financial LP 0.00% 302 —
22 BNP Paribas Financial Markets 0.00% 1,992 $6K
23 Fifth Third Bancorp 0.00% 41 —
24 National Bank of Canada /Fi/ 0.00% 10 —
25 Wells Fargo & Company/Mn 0.00% 1 —
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for OCCI?

Slight buying edge — 57% buying: Last quarter: 17 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OCCI holders?

Elite ownership — 44% AUM from top-100 funds: 8 of 26 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in OCCI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OCCI?

Mostly new holders — 46% entered in last year: Only 6 funds (23%) 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.

Is it too late to buy Ofs Credit Company Inc (OCCI) following the 2026 Q1 hedge fund 13F filings?

As of today, OCCI has moved -30.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -35.2%. Since the quarter end (March 31, 2026), OCCI has gained -11.2% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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