Oaktree Capital Group LLC (NYSE:OAK)

52.52
Delayed Data
As of Apr 17
 -0.80 / -1.50%
Today’s Change
45.30
Today|||52-Week Range
57.07
+1.33%
Year-to-Date
Institutional investors purchased a net $1.1 million shares of OAK during the quarter ended December 2014. This may signal that the smart money is gaining interest in this company as the 73.99% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Other institutional40.49%
Mutual fund holders33.50%
Individual stakeholders0.18%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015TEXAS YALE CAPITAL CORP.  Bought 23.0 Thousand shares of Oaktree Capital Group LLC
3/31/2015CREATIVE PLANNING, INC.  Bought 11.3 Thousand shares of Oaktree Capital Group LLC
3/31/2015BALTIMORE-WASHINGTON FINANCIAL A...  Bought 9.8 Thousand shares of Oaktree Capital Group LLC

Top 10 Owners of Oaktree Capital Group LLC

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Management & Research Co...13.47%5,894,215304,495,147+610,056+11.55%
Wellington Management Co. LLP5.69%2,489,196128,591,865-313,971-11.20%
Hawkins Capital LP5.33%2,332,915120,518,38900.00%
BAMCO, Inc.4.23%1,852,85395,718,386-7,275-0.39%
Findlay Park Partners LLP3.51%1,536,00079,349,76000.00%
Merrill Lynch, Pierce, Fenner & S...3.17%1,386,79371,641,726+904,169+187.34%
Waddell & Reed Investment Managem...2.70%1,181,55961,039,338+12,838+1.10%
CI Investments, Inc.1.98%865,10044,691,066+135,000+18.49%
Gluskin Sheff + Associates, Inc. ...1.82%796,63441,154,112+211,665+36.18%
Neuberger Berman LLC1.70%743,34838,401,358-12,031-1.59%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Contrafund5.00%2,188,172113,040,96600.00%
Baron Growth Fund3.30%1,442,50974,520,015+192,268+15.38%
Fidelity Advisor New Insights Fun...2.70%1,183,07661,117,70600.00%
Ivy Mid Cap Growth Fund1.48%649,73833,565,465+3,688+0.57%
Harbour Growth & Income Fund1.43%627,40032,411,484+161,800+34.75%
Fidelity Financials Central Inves...1.14%500,00025,830,000+59,500+13.51%
Principal Investors - Small Mid C...0.87%379,36419,597,944+379,364--
Transamerica Income & Growth0.81%353,70918,272,60700.00%
Fidelity VIP - Contrafund Portfol...0.76%331,13417,106,38200.00%
BL - Global Flexible (EUR)0.69%300,00015,498,00000.00%

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