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OCA Acquisition Corp.

OCAXDelisted Sep 20, 2024
Industry
Blank Checks
SEC CIK
0001820175

OCA Acquisition Corp. was delisted on Sep 20, 2024; its insiders filed their last Form 4 on Jan 16, 2024; 17 institutions reported holding it in 13F filings for Q2 2024, worth $31.0M in total; no superinvestor held it.

13F holders, Q4 2023

Institutional positions in OCA Acquisition Corp. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
23
+1 vs. Q3 2023
Shares held
2.83M
−826.9K (−22.6%) vs. Q3 2023
Total value
$30.6M
−$8.35M (−21.4%) vs. Q3 2023
New holders
5
4 more added
Sold out
4
3 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OCAX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 23 institutions
Q1 2021: 33 institutionsQ2 2021: 46 institutionsQ3 2021: 52 institutionsQ4 2021: 52 institutionsQ1 2022: 53 institutionsQ2 2022: 52 institutionsQ3 2022: 55 institutionsQ4 2022: 59 institutionsQ1 2023: 18 institutionsQ2 2023: 19 institutionsQ3 2023: 22 institutionsQ4 2023: 23 institutionsQ1 2024: 20 institutionsQ2 2024: 17 institutionsQ3 2024: 4 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2023: $30.6M
Q1 2021: $64.8MQ2 2021: $109.9MQ3 2021: $115.7MQ4 2021: $119.7MQ1 2022: $129.6MQ2 2022: $133.1MQ3 2022: $139.1MQ4 2022: $142.0MQ1 2023: $38.7MQ2 2023: $39.5MQ3 2023: $38.9MQ4 2023: $30.6MQ1 2024: $29.6MQ2 2024: $31.0MQ3 2024: $11.1MQ4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding OCAX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20244$11.1M
Q2 202417$31.0M
Q1 202420$29.6M
Q4 202323$30.6M
Q3 202322$38.9M
Q2 202319$39.5M
Q1 202318$38.7M
Q4 202259$142.0M
Q3 202255$139.1M
Q2 202252$133.1M
Q1 202253$129.6M
Q4 202152$119.7M
Q3 202152$115.7M
Q2 202146$109.9M
Q1 202133$64.8M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding OCA Acquisition Corp.; share changes are against Q3 2023.

Institutions holding OCAX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Karpus Management, Inc.709,603$7.66M0.23%+33,038+4.9%Added
Meteora Capital, LLC380,000$4.10M0.70%+345,000+985.7%Added
Periscope Capital Inc.332,776$3.60M0.61%00.0%Unchanged
Berkley W R Corp191,933$2.07M0.15%+14,914+8.4%Added
Rivernorth Capital Management, LLC182,474$1.97M0.09%00.0%Unchanged
Westchester Capital Management, LLC150,000$1.62M0.07%00.0%Unchanged
Crystalline Management Inc.148,110$1.60M2.03%00.0%Unchanged
Walleye Capital LLC128,217$1.38M0.02%00.0%Unchanged
Kim, LLC100,100$1.08M0.11%00.0%Unchanged
Clear Street LLC100,000$1.08M0.05%−45,849−31.4%Reduced
Walleye Trading LLC80,000$863.2K0.01%00.0%Unchanged
Spartan Fund Management Inc.69,954$754.8K0.93%+51,865+286.7%Added
Sea Otter Advisors LLC67,028$723.2K0.69%−300,500−81.8%Reduced
Exos TFP Holdings LLC49,000$528.7K0.33%00.0%Unchanged
The PNC Financial Services Group, Inc.48,500$523.3K0.00%−26,160−35.0%Reduced
Gabelli Funds LLC30,528$329.4K0.00%00.0%Unchanged
Moore Capital Management, LP25,000$269.8K0.01%00.0%Unchanged
Wellspring Financial Advisors, LLC15,300$165.1K0.04%00.0%Unchanged
TrueMark Investments, LLC13,677$147.6K0.15%+13,677New
Virtu Financial LLC12,034$130.0K0.01%+12,034New
Longfellow Investment Management Co LLC452$4.88K0.00%+452New
UBS Group AG150$1.62K0.00%+150New
Tower Research Capital LLC (TRC)30$3240.00%+30New
Owl Creek Asset Management, L.P.0$00.00%−600,000−100.0%Sold out
Mizuho Securities USA LLC0$00.00%−223,825−100.0%Sold out
Cowen and Company, LLC0$00.00%−100,000−100.0%Sold out
Deutsche Bank AG0$00.00%−1,700−100.0%Sold out