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Oaktree Capital Group LLC (NYSE:OAK)

Delayed Data
As of Mar 29
 -0.15 / -0.33%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $1.2 million shares of OAK during the quarter ended December 2016. This may signal that the smart money is gaining interest in this company as the 54.87% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Mutual fund holders30.60%
Other institutional24.27%
Individual stakeholders1.85%

Largest Quarterly Institutional

Latest Institutional Activity

12/31/2016NEW MOUNTAIN VANTAGE ADVISERS LL...  Bought 873.8 Thousand shares of Oaktree Capital Group LLC
12/31/2016CITIGROUP GLOBAL MARKETS, INC. (...  Bought 664.9 Thousand shares of Oaktree Capital Group LLC
12/31/2016MLP INVESTMENT HOLDINGS, INC.  Bought 603.5 Thousand shares of Oaktree Capital Group LLC

Top 10 Owners of Oaktree Capital Group LLC

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...7.31%4,601,224205,674,713-1,014,776-18.07%
Invesco Canada Ltd.4.32%2,718,580121,520,526-93,339-3.32%
BAMCO, Inc.3.24%2,035,81991,001,109-45,103-2.17%
Merrill Lynch, Pierce, Fenner & S...2.65%1,666,03974,471,943-392,317-19.06%
T. Rowe Price Associates, Inc.2.48%1,556,90069,593,430-222,000-12.48%
Waddell & Reed Investment Managem...1.93%1,212,06954,179,484+17,874+1.50%
JPMorgan Investment Management, I...1.92%1,210,77054,121,419+3,276+0.27%
Morgan Stanley Smith Barney LLC (...1.61%1,010,71845,179,095-268,062-20.96%
Global Endowment Management LP1.56%982,34043,910,598+270,000+37.90%
Edge Asset Management, Inc.1.45%912,46940,787,364+206,582+29.27%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Contrafund3.81%2,399,772107,269,80800.00%
Baron Growth Fund2.37%1,493,33366,751,985+87,673+6.24%
Trimark Income Growth Fund2.06%1,296,29157,944,208+288,883+28.68%
T Rowe Price Mid Cap Growth Fund1.59%998,04144,612,433-176,959-15.06%
Principal Investors - Small Mid C...1.39%876,47739,178,522+197,226+29.04%
BL - Global Flexible (EUR)1.14%720,00032,184,00000.00%
Ivy Mid Cap Growth Fund0.94%588,58826,309,884-12,700-2.11%
JPMorgan Mid Cap Growth Fund0.89%557,10024,902,37000.00%
Thornburg Value Fund0.70%441,63419,741,04000.00%
Trimark Canadian Endeavour Fund0.65%409,60118,309,165+78,507+23.71%