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Oaktree Capital Group LLC (NYSE:OAK)

Delayed Data
As of May 25
 +0.26 / +0.57%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $760.0 thousand shares of OAK during the quarter ended March 2016. This may signal that the smart money is gaining interest in this company as the 58.63% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Mutual fund holders32.17%
Other institutional26.46%
Individual stakeholders2.08%

Largest Quarterly Institutional

Latest Institutional Activity

3/31/2016INVESCO CANADA LTD.  Bought 1.1 Million shares of Oaktree Capital Group LLC
3/31/2016MERRILL LYNCH, PIERCE, FENNER & ...  Bought 450.2 Thousand shares of Oaktree Capital Group LLC
3/31/2016ROYCE & ASSOCIATES LLC  Bought 238.6 Thousand shares of Oaktree Capital Group LLC

Top 10 Owners of Oaktree Capital Group LLC

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...9.14%5,657,059273,292,520-610,400-9.74%
Invesco Canada Ltd.4.38%2,711,555130,995,222+1,098,683+68.12%
BAMCO, Inc.3.40%2,103,407101,615,59200.00%
Merrill Lynch, Pierce, Fenner & S...3.14%1,945,02893,964,303+450,185+30.12%
T. Rowe Price Associates, Inc.2.87%1,775,90085,793,729+2,800+0.16%
Wellington Management Co. LLP2.42%1,501,53372,539,059+172,376+12.97%
Waddell & Reed Investment Managem...2.03%1,255,96160,675,476-157,963-11.17%
Morgan Stanley Smith Barney LLC1.93%1,195,51957,755,523-69,060-5.46%
JPMorgan Investment Management, I...1.87%1,160,44356,061,001+190,351+19.62%
Gluskin Sheff + Associates, Inc. ...1.61%999,42648,282,270-400,952-28.63%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Contrafund3.88%2,399,772115,932,98500.00%
Baron Growth Fund2.39%1,479,01971,451,408+98,047+7.10%
T Rowe Price Mid Cap Growth Fund1.90%1,175,00056,764,25000.00%
Fidelity Advisor New Insights Fun...1.68%1,040,77650,279,889-249,400-19.33%
Trimark Income Growth Fund1.63%1,007,40848,667,880+698,165+225.77%
BL - Global Flexible (EUR)1.21%750,00036,232,50000.00%
Ivy Mid Cap Growth Fund1.02%630,19430,444,672-153,858-19.62%
Harbour Growth & Income Fund1.01%622,73530,084,328-229,665-26.94%
JPMorgan Mid Cap Growth Fund0.85%525,60025,391,736+108,100+25.89%
Principal Investors - Small Mid C...0.79%486,51423,503,491+64,412+15.26%