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OAK

OAK 13F Holdings Overview

Oaktree Capital Group LLC

+$993.0K

Net Activity

Data as of: 2022-03-31

Institutions Holding

1

Popularity Rank

#22996

Avg Weight

0.08%

Total Value

$993.0K

Ownership Trend

1 institutions currently hold OAK, with 0 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2022)

Neutral

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

AW
Arete Wealth Advisors, LLC
$993.0K

Top 5 by Conviction

AW
Arete Wealth Advisors, LLC
0.08%
View all 1 holding institutions

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$0.0

Total Sell Value

New buy0
Trim0
Add0
Sold out0

0

Net Buyers

0

Net Sellers

Smart Money Convergence

OAK does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2022-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/OAK

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

674001201

FAQ

Who are the top institutional investors holding OAKTREE CAPITAL GROUP LLC (OAK)?
Major stakeholders currently include Arete Wealth Advisors, LLC ($993.0K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in OAK.
What is the overall institutional sentiment toward OAK recently?
Institutional sentiment appears Neutral. During the most recent reporting quarter, the stock experienced no significant net capital flow from tracked managers.
Which institutions have been selling or reducing their OAK positions?
In the latest period, no tracked funds trimmed or exited their positions in OAK.
Are there any notable investors adding OAK to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in OAK during the last reporting period.

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