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Oaktree Capital Group LLC (NYSE:OAK)

Delayed Data
As of Oct 21
 +0.15 / +0.37%
Today’s Change
Today|||52-Week Range
Relative to its peers, OAK does not have very much institutional sponsorship. The 57.12% of shares outstanding held by institutional investors is among the least of any stock in the Investment Managers industry.
Mutual fund holders31.30%
Other institutional25.83%
Individual stakeholders1.98%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2016BMO ASSET MANAGEMENT CORP.  Bought 24.0 Thousand shares of Oaktree Capital Group LLC
9/30/2016GOSS WEALTH MANAGEMENT LLC  Bought 23.8 Thousand shares of Oaktree Capital Group LLC
9/30/2016SIMPLEX TRADING LLC  Bought 13.1 Thousand shares of Oaktree Capital Group LLC

Top 10 Owners of Oaktree Capital Group LLC

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...9.04%5,657,059239,859,30200.00%
Invesco Canada Ltd.4.26%2,667,555113,104,332-44,000-1.62%
BAMCO, Inc.3.32%2,079,93488,189,202-23,473-1.12%
Merrill Lynch, Pierce, Fenner & S...3.13%1,959,92883,100,947+14,900+0.77%
T. Rowe Price Associates, Inc.2.84%1,778,40075,404,160+2,500+0.14%
Waddell & Reed Investment Managem...1.93%1,209,75551,293,612-46,206-3.68%
JPMorgan Investment Management, I...1.93%1,207,30151,189,562+46,858+4.04%
Morgan Stanley Smith Barney LLC (...1.88%1,175,85949,856,422-19,660-1.64%
Gluskin Sheff + Associates, Inc. ...1.55%969,43041,103,832-29,996-3.00%
The Boston Company Asset Manageme...1.51%942,39639,957,590+161,196+20.63%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Contrafund3.84%2,399,772101,750,33300.00%
Baron Growth Fund2.38%1,489,27663,145,302+10,257+0.69%
T Rowe Price Mid Cap Growth Fund1.88%1,175,00049,820,00000.00%
Fidelity Advisor New Insights Fun...1.66%1,040,77644,128,90200.00%
Trimark Income Growth Fund1.61%1,007,40842,714,099+698,165+225.77%
BL - Global Flexible (EUR)1.15%720,00030,528,00000.00%
Ivy Mid Cap Growth Fund0.98%615,03826,077,611-15,156-2.40%
JPMorgan Mid Cap Growth Fund0.89%557,10023,621,04000.00%
Principal Investors - Small Mid C...0.78%486,51420,628,19400.00%
Thornburg Value Fund0.71%441,63418,725,28200.00%