Oaktree Capital Group LLC (NYSE:OAK)

54.64
Data as of Apr 17
 +0.30 / +0.55%
Today’s Change
48.95
Today|||52-Week Range
62.30
-7.14%
Year-to-Date
Institutional investors purchased a net $809.5 thousand shares of OAK during the quarter ended December 2013. This may signal that the smart money is gaining interest in this company as the 64.86% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Other institutional34.29%
Mutual fund holders30.57%
Individual stakeholders0.13%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2014DAVID LERNER ASSOCIATES, INC.  Bought 7.3 Thousand shares of Oaktree Capital Group LLC
3/31/2014BB&T SECURITIES LLC  Bought 4.5 Thousand shares of Oaktree Capital Group LLC
2/28/2014DANSKE BANK A/S (INVESTMENT MANA...  Bought 2.9 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...11.44%4,971,088289,118,478+275,636+5.87%
Epoch Investment Partners, Inc.5.78%2,511,242146,053,835-113,008-4.31%
Hawkins Capital LP5.75%2,500,000145,400,00000.00%
BAMCO, Inc.4.28%1,858,547108,093,094+38,850+2.13%
Davis Selected Advisers LP3.14%1,363,70479,313,025+21,945+1.64%
Findlay Park Partners LLP2.71%1,180,00068,628,80000.00%
Waddell & Reed Investment Managem...2.63%1,142,65766,456,931+155,307+15.73%
Farallon Capital Management LLC2.13%925,00053,798,00000.00%
Horizon Asset Management LLC2.12%921,30453,583,041+39,270+4.45%
TD Asset Management, Inc.2.10%911,98953,041,280-132,675-12.70%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Contrafund4.40%1,911,972111,200,29200.00%
Baron Growth Fund2.93%1,272,60474,014,649+108,134+9.29%
Fidelity Advisor New Insights Fun...2.54%1,105,87664,317,748+233,300+26.74%
TD Global Growth Fund1.73%752,26243,751,558+594,262+376.12%
Fidelity VIP - Contrafund Portfol...1.68%731,87442,565,792+175,400+31.52%
Fidelity Balanced Fund1.54%668,85038,900,316+167,900+33.52%
Ivy Mid Cap Growth Fund1.49%646,05037,574,26800.00%
Clipper Fund1.42%618,60935,978,29900.00%
Davis Financial Fund1.24%537,60031,266,81600.00%
American Funds Insurance Series -...0.66%285,00016,575,60000.00%

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