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Oaktree Capital Group LLC (NYSE:OAK)

Delayed Data
As of Dec 15
 -0.05 / -0.12%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $1.2 million shares of OAK during the quarter ended September 2017. This may signal that the smart money is gaining interest in this company as the 57.41% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Other institutional29.05%
Mutual fund holders28.36%
Individual stakeholders2.10%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2017CAPITAL RESEARCH & MANAGEMENT CO...  Bought 1.1 Million shares of Oaktree Capital Group LLC
9/30/2017SHELTER MUTUAL INSURANCE CO. (IN...  Bought 191.0 Thousand shares of Oaktree Capital Group LLC
9/30/2017BURGUNDY ASSET MANAGEMENT LTD.  Bought 179.6 Thousand shares of Oaktree Capital Group LLC

Top 10 Owners of Oaktree Capital Group LLC

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...5.28%3,388,270155,182,766-9,800-0.29%
Invesco Canada Ltd.4.19%2,687,902123,105,912-2,026-0.08%
Capital Research & Management Co....3.98%2,555,192117,027,794+1,088,368+74.20%
BAMCO, Inc.3.04%1,953,60589,475,10900.00%
Merrill Lynch, Pierce, Fenner & S...2.50%1,604,02773,464,437-102,164-5.99%
T. Rowe Price Associates, Inc.2.48%1,592,04272,915,524+23,200+1.48%
JPMorgan Investment Management, I...2.14%1,373,98362,928,421+60,374+4.60%
Principal Global Investors LLC1.80%1,157,21553,000,447-2,638-0.23%
Waddell & Reed Investment Managem...1.77%1,135,96852,027,33400.00%
Morgan Stanley Smith Barney LLC (...1.61%1,032,74747,299,813+20,776+2.05%

Top 10 Mutual Funds Holding Oaktree Capital Group LLC

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Contrafund3.71%2,378,972108,956,918-1,400-0.06%
Baron Growth Fund2.23%1,428,48065,424,384-11,434-0.79%
Trimark Income Growth Fund2.22%1,424,23065,229,73400.00%
Principal Investors - Small Mid C...1.57%1,010,57446,284,28900.00%
T Rowe Price Mid Cap Growth Fund1.56%1,000,00045,800,00000.00%
BL - Global Flexible (EUR)1.14%730,00033,434,00000.00%
JPMorgan Mid Cap Growth Fund0.99%632,70028,977,660+11,400+1.83%
Ivy Mid Cap Growth Fund0.82%526,23724,101,65500.00%
Didner & Gerge Global0.72%460,00021,068,000+145,000+46.03%
Thornburg Value Fund0.69%441,63420,226,83700.00%