Oaktree Capital Group LLC (NYSE:OAK)

Data as of Oct 24
 +0.56 / +1.19%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $2.6 million shares of OAK during the quarter ended June 2014. This may signal that the smart money is gaining interest in this company as the 70.48% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Other institutional43.34%
Mutual fund holders27.76%
Individual stakeholders0.13%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014KJ HARRISON & PARTNERS, INC.  Bought 12.6 Thousand shares of Oaktree Capital Group LLC
9/30/2014HOLBERG FONDSFORVALTNING AS  Bought 10.0 Thousand shares of Oaktree Capital Group LLC
9/30/2014LOCUST WOOD CAPITAL ADVISERS LLC  Bought 8.1 Thousand shares of Oaktree Capital Group LLC

Top 10 Owners of Oaktree Capital Group LLC

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...11.34%4,929,751251,910,276-395,257-7.42%
Wellington Management Co. LLP6.60%2,867,725146,540,748+95,755+3.45%
Hawkins Capital LP5.37%2,332,915119,211,95700.00%
BAMCO, Inc.4.30%1,870,21795,568,089+8,600+0.46%
Findlay Park Partners LLP2.71%1,180,00060,298,00000.00%
Waddell & Reed Investment Managem...2.67%1,161,99759,378,047+22,330+1.96%
Horizon Asset Management LLC2.27%985,79850,374,278-154,637-13.56%
Morgan Stanley Smith Barney LLC2.21%961,24649,119,671+76,411+8.64%
Farallon Capital Management LLC1.93%840,00042,924,00000.00%
Neuberger Berman LLC1.75%760,73738,873,661+68,743+9.93%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Contrafund4.53%1,969,172100,624,689+57,200+2.99%
Baron Growth Fund2.80%1,216,43862,159,982+48,604+4.16%
Fidelity Advisor New Insights Fun...2.58%1,120,57657,261,434+14,700+1.33%
Ivy Mid Cap Growth Fund1.49%646,05033,013,15500.00%
Harbour Growth & Income Fund1.07%465,60023,792,160+465,600--
Fidelity Financials Central Inves...0.92%400,00020,440,00000.00%
Fidelity VIP - Contrafund Portfol...0.76%331,13416,920,94700.00%
Transamerica Income & Growth0.69%301,90915,427,550+55,800+22.67%
Fidelity Balanced Fund0.66%286,69714,650,21700.00%
American Funds Insurance Series -...0.66%285,00014,563,50000.00%

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