Oaktree Capital Group LLC (NYSE:OAK)

50.10
Data as of 4:02pm ET
 +0.39 / +0.78%
Today’s Change
47.36
Today|||52-Week Range
62.30
-14.85%
Year-to-Date
Institutional investors purchased a net $5.2 million shares of OAK during the quarter ended March 2014. This may signal that the smart money is gaining interest in this company as the 76.76% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Other institutional46.69%
Mutual fund holders30.08%
Individual stakeholders0.13%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014GLUSKIN, SHEFF + ASSOCIATES, INC...  Bought 422.7 Thousand shares of Oaktree Capital Group LLC
6/30/2014CLEAR HARBOR ASSET MANAGEMENT LL...  Bought 72.1 Thousand shares of Oaktree Capital Group LLC
6/30/2014HILTON CAPITAL MANAGEMENT LLC  Bought 71.9 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...13.28%5,771,908288,537,681+800,820+16.11%
Wellington Management Co. LLP6.38%2,771,970138,570,780+2,703,751+3,963.34%
Epoch Investment Partners, Inc.5.98%2,599,800129,964,002+88,558+3.53%
Hawkins Capital LP5.37%2,332,915116,622,421-167,085-6.68%
Merrill Lynch, Pierce, Fenner & S...4.51%1,958,59197,909,964+1,395,070+247.56%
BAMCO, Inc.4.28%1,861,61793,062,234+3,070+0.17%
Findlay Park Partners LLP2.71%1,180,00058,988,20000.00%
Horizon Asset Management LLC2.62%1,140,43557,010,346+219,131+23.78%
Waddell & Reed Investment Managem...2.62%1,139,66756,971,953-2,990-0.26%
Morgan Stanley Smith Barney LLC2.04%884,83544,232,902+52,342+6.29%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Contrafund4.40%1,911,97295,579,48000.00%
Baron Growth Fund2.69%1,167,83458,380,022+2,772+0.24%
Fidelity Advisor New Insights Fun...2.54%1,105,87655,282,74100.00%
Fidelity VIP - Contrafund Portfol...1.74%758,07437,896,119-38,200-4.80%
TD Global Growth Fund1.73%752,26237,605,577+594,262+376.12%
Fidelity Balanced Fund1.51%655,85032,785,942-33,000-4.79%
Ivy Mid Cap Growth Fund1.49%646,05032,296,04000.00%
Harbour Growth & Income Fund1.07%465,60023,275,344+465,600--
Fidelity Financials Central Inves...0.92%400,00019,996,000+125,000+45.45%
American Funds Insurance Series -...0.66%285,00014,247,15000.00%

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