Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OFS CAP CORP (OFS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
34%

Smart Money Signals — OFS

Based on 31 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OFS 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.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
31 funds currently hold this stock — 84% of the 3.0-year high of 37 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold OFS compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 34% buying

10 buying19 selling
Last quarter: 19 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 1 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 23% medium ■ 3% new
23 out of 31 hedge funds have held OFS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -8%, value -44%

Value
-44%
Shares
-8%
Last quarter: funds added -8% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

3 → 4 → 7 → 1 → 5 new funds/Q
New funds entering each quarter: 4 → 7 → 1 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 84% of holders stayed 2+ years

■ 84% veterans ■ 6% 1-2yr ■ 10% new
Of 31 current holders: 26 (84%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
7 of 31 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — OFS

In 2025 Q4, 10 hedge funds were net buyers of OFS (5 opened a new position, 5 added to an existing one), while 19 reduced or exited (15 trimmed, 4 sold completely) — a 34% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 31.

Hedge Fund Ownership: OFS

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

Market Analysis: OFS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OFS

-- --

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

Is It Too Late to Buy OFS CAP CORP (OFS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OFS 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 · 51d ago
OFS
-6.1%
XLF
+4.6%

OFS outperformed XLF by -10.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
OFS
-4.0%
XLF
+1.1%

Since the filing became public, OFS outperformed XLF by -5.1% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: OFS
32 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 32 -
13F Shares 929K 1M -16.84%
Total Value $3M $5M -37.43%
New Positions 9 5 +4
Increased Positions 6 5 +1
Closed Positions 9 4 +5
Reduced Positions 10 15 -5
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OFS

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:
Top 25 institutional holders of OFS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Investment Advisers, LLC 0.09% 92,665 $329K
2 LGT Financial Advisors LLC 0.06% 3,085 $11K
3 Bulldog Investors, LLP 0.05% 57,639 $205K
4 Prota Financial, LLC 0.04% 12,950 $62K
5 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% 109,948 $377K
6 SOA Wealth Advisors, LLC. 0.01% 19,672 $70K
7 Arkadios Wealth Advisors 0.00% 35,788 $127K
8 Vident Advisory, LLC 0.00% 49,237 $175K
9 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 61,181 $217K
10 XTX Topco Ltd 0.00% 16,641 $59K
11 TWO SIGMA ADVISERS, LP 0.00% 109,300 $520K
12 RITHOLTZ WEALTH MANAGEMENT 0.00% 11,842 $42K
13 Triumph Capital Management 0.00% 500 $2K
14 MARSHALL WACE, LLP 0.00% 75,111 $267K
15 &PARTNERS 0.00% 13,500 $48K
16 Sanctuary Advisors, LLC 0.00% 12,102 $43K
17 NBC SECURITIES, INC. 0.00% 809 $3K
18 Squarepoint Ops LLC 0.00% 50,322 $179K
19 Cambridge Investment Research Advisors, Inc. 0.00% 15,040 —
20 TWO SIGMA INVESTMENTS, LP 0.00% 44,006 $156K
21 Janney Montgomery Scott LLC 0.00% 13,250 —
22 UBS Group AG 0.00% 21,760 $77K
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 26,200 $93K
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 23,299 $83K
25 MORGAN STANLEY 0.00% 39,563 $140K
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 CAP CORP (OFS)

What does the Smart Money Trend signal show for OFS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OFS 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 OFS?

Heavy selling pressure — only 34% buying: Last quarter: 19 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OFS holders?

Smaller funds dominant — 17% AUM from top-100: 7 of 31 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OFS?

74% of holders stayed for 2+ years: 23 out of 31 hedge funds have held OFS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy OFS CAP CORP (OFS) following the 2026 Q1 hedge fund 13F filings?

As of today, OFS has moved -4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -5.1%. Since the quarter end (March 31, 2026), OFS has gained -6.1% vs +4.6% 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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