OCA Acquisition Corp. - Class A Common Stock, par value $0.0001 per share (OCAX)

CUSIP: 670865104

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Shares outstanding
3,298,381
Total 13F shares
2,769,105
Share change
+36,148
Total reported value
$31,008,523
Price per share
$11.20
Number of holders
17
Value change
+$496,863
Number of buys
5
Number of sells
5

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Quarterly Holders Quick Answers

What is CUSIP 670865104?
CUSIP 670865104 identifies OCAX - OCA Acquisition Corp. - Class A Common Stock, par value $0.0001 per share in SEC institutional holdings data.

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Top shareholders of OCAX - OCA Acquisition Corp. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Karpus Management, Inc.
13F
Company
21%
690,870
$7,475,213 31 Mar 2024
13F
METEORA CAPITAL, LLC
13F
Company
12%
379,999
$4,111,589 31 Mar 2024
13F
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
mixed-class rows
314,382
mixed-class rows
$3,383,651 31 Mar 2024
13F
Crystalline Management Inc.
13F
Company
5.8%
192,110
$2,078,630 31 Mar 2024
13F
BERKLEY W R CORP
13F
Company
5.8%
191,933
$2,076,715 31 Mar 2024
13F
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
5.1%
168,797
$1,826,384 31 Mar 2024
13F
FIR TREE CAPITAL MANAGEMENT LP
13F
Company
5.1%
166,744
$1,804,170 31 Mar 2024
13F
Westchester Capital Management, LLC
13F
Company
4.5%
150,000
$1,623,000 31 Mar 2024
13F
Walleye Capital LLC
13F
Company
mixed-class rows
188,617
mixed-class rows
$1,391,989 31 Mar 2024
13F
Owl Creek Asset Management, L.P.
3/4/5
10%+ Owner
class O/S missing
104,691
$1,129,616 20 Dec 2023
Walleye Trading LLC
13F
Company
mixed-class rows
120,000
mixed-class rows
$868,700 31 Mar 2024
13F
COWEN AND COMPANY, LLC
13F
Company
mixed-class rows
133,256
mixed-class rows
$683,408 31 Mar 2024
13F
Segantii Capital Management Ltd
13F
Company
class O/S missing
50,000
$541,000 31 Mar 2024
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
1.5%
48,500
$524,770 31 Mar 2024
13F
MIZUHO SECURITIES USA LLC
13F
Company
1.4%
46,271
$497,413 31 Mar 2024
13F
Spartan Fund Management Inc.
13F
Company
1.3%
43,203
$467,456 31 Mar 2024
13F
MOORE CAPITAL MANAGEMENT, LP
13F
Company
mixed-class rows
37,500
mixed-class rows
$271,293 31 Mar 2024
13F
Virtu Financial LLC
13F
Company
0.69%
22,850
$247,000 31 Mar 2024
13F
Wellspring Financial Advisors, LLC
13F
Company
0.46%
15,300
$165,546 31 Mar 2024
13F
CLEAR STREET LLC
13F
Company
mixed-class rows
41,291
mixed-class rows
$92,276 31 Mar 2024
13F
PERISCOPE CAPITAL INC.
13F
Company
class O/S missing
299,700
$23,227 31 Mar 2024
13F
ARISTEIA CAPITAL, L.L.C.
13F
Company
class O/S missing
228,871
$17,738 31 Mar 2024
13F
Polar Asset Management Partners Inc.
13F
Company
class O/S missing
195,277
$15,134 31 Mar 2024
13F
Sage Rock Capital Management LP
13F
Company
class O/S missing
150,000
$11,625 31 Mar 2024
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
109,167
$8,460 31 Mar 2024
13F
PEAK6 Investments LLC
13F
Company
class O/S missing
103,657
$8,033 31 Mar 2024
13F
KIM, LLC
13F
Company
class O/S missing
100,000
$7,750 31 Mar 2024
13F
AQR Arbitrage LLC
13F
Company
class O/S missing
95,769
$7,422 31 Mar 2024
13F
JANE STREET GROUP, LLC
13F
Company
class O/S missing
85,282
$6,609 31 Mar 2024
13F
TENOR CAPITAL MANAGEMENT Co., L.P.
13F
Company
class O/S missing
50,000
$3,875 31 Mar 2024
13F
Context Capital Management, LLC
13F
Company
class O/S missing
49,985
$3,874 31 Mar 2024
13F
Privium Fund Management B.V.
13F
Company
class O/S missing
28,853
$2,236 31 Mar 2024
13F
D. E. Shaw & Co., Inc.
13F
Company
class O/S missing
32,284
$2,047 31 Mar 2024
13F
HRT FINANCIAL LP
13F
Company
class O/S missing
32,084
$2,000 31 Mar 2024
13F
WHITEBOX ADVISORS LLC
13F
Company
class O/S missing
22,724
$1,761 31 Mar 2024
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
class O/S missing
20,407
$1,582 31 Mar 2024
13F
GABELLI & Co INVESTMENT ADVISERS, INC.
13F
Company
class O/S missing
19,050
$1,476 31 Mar 2024
13F
GABELLI FUNDS LLC
13F
Company
class O/S missing
18,450
$1,430 31 Mar 2024
13F
NOMURA HOLDINGS INC
13F
Company
class O/S missing
22,295
$1,405 31 Mar 2024
13F
FLOW TRADERS U.S. LLC
13F
Company
class O/S missing
13,254
$1,000 31 Mar 2024
13F
UBS Group AG
13F
Company
0%
78
$844 31 Mar 2024
13F
Schonfeld Strategic Advisors LLC
13F
Company
class O/S missing
10,000
$775 31 Mar 2024
13F
Tower Research Capital LLC (TRC)
13F
Company
0%
52
$563 31 Mar 2024
13F
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
13F
Company
class O/S missing
439
$34 31 Mar 2024
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
100
$8 31 Mar 2024
13F
OCA Acquisition Holdings LLC
3/4/5
10%+ Owner
mixed-class rows
3,737,500
mixed-class rows
11 Jan 2024

Institutional Holders of OCA Acquisition Corp. - Class A Common Stock, par value $0.0001 per share (OCAX) as of Q2 2024

As of 30 Jun 2024, OCA Acquisition Corp. - Class A Common Stock, par value $0.0001 per share (OCAX) was held by 17 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,769,105 shares. The largest 10 holders included Karpus Management, Inc., WOLVERINE ASSET MANAGEMENT LLC, COWEN AND COMPANY, LLC, METEORA CAPITAL, LLC, Crystalline Management Inc., BERKLEY W R CORP, RIVERNORTH CAPITAL MANAGEMENT, LLC, Westchester Capital Management, LLC, Walleye Capital LLC, and CLEAR STREET LLC. This page lists 17 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
20
Q2 2024 holders
17
Holder diff
-3
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.