Oaktree Capital Group LLC (NYSE:OAK)

39.85
Delayed Data
As of May 25
 -0.05 / -0.13%
Today’s Change
38.80
Today|||52-Week Range
48.50
-5.34%
Year-to-Date
Institutional investors purchased a net $5.7 million shares of OAK during the quarter ended March 2018. This may signal that the smart money is gaining interest in this company as the 60.04% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Mutual fund holders31.17%
Other institutional28.87%
Individual stakeholders1.99%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018ARIEL INVESTMENTS LLC  Bought 1.6 Million shares of Oaktree Capital Group LLC
3/31/2018ARTISAN PARTNERS LP  Bought 1.1 Million shares of Oaktree Capital Group LLC
3/31/2018DAVIS SELECTED ADVISERS LP  Bought 913.5 Thousand shares of Oaktree Capital Group LLC

Top 10 Owners of Oaktree Capital Group LLC

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Capital Research & Management Co....5.25%3,688,000145,676,000+353,000+10.58%
Fidelity Management & Research Co...4.99%3,509,610138,629,595+121,340+3.58%
Invesco Canada Ltd.3.55%2,495,65798,578,452-595-0.02%
T. Rowe Price Associates, Inc.2.79%1,962,20777,507,177+172,827+9.66%
BAMCO, Inc.2.75%1,931,84576,307,878-21,760-1.11%
Ariel Investments LLC2.31%1,626,37364,241,734+1,626,373--
Mackenzie Financial Corp.2.25%1,584,48762,587,237+394,695+33.17%
Merrill Lynch, Pierce, Fenner & S...2.14%1,504,29059,419,455+95,338+6.77%
Waddell & Reed Investment Managem...1.90%1,337,25852,821,691+104,585+8.48%
Principal Global Investors LLC1.89%1,331,12352,579,359+74,820+5.96%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Insurance Series -...3.71%2,610,000103,095,000+2,610,000--
Fidelity Contrafund2.95%2,072,97381,882,434-2,824-0.14%
Baron Growth Fund1.99%1,395,45455,120,433-77,230-5.24%
Trimark Income Growth Fund1.82%1,281,32750,612,417-142,903-10.03%
T Rowe Price Mid Cap Growth Fund1.72%1,208,11847,720,661+208,118+20.81%
American Funds Insurance Series -...1.53%1,078,00042,581,000+1,078,000--
Principal Investors - Small Mid C...1.38%969,03338,276,804-41,541-4.11%
BL - Global Flexible (EUR)1.21%850,00033,575,000+100,000+13.33%
Thornburg Value Fund0.79%555,02121,923,330+113,387+25.67%
Ivy Mid Cap Growth Fund0.75%526,23720,786,36200.00%