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Oaktree Specialty Lending
OCSL

Overview Fund Activity

184 hedge funds and large institutions have $512M invested in Oaktree Specialty Lending in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 54 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-13
Holders Change %
-6.6%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
47
Increased
75
Reduced
54
Closed
59
Calls
$2.05M
Puts
$1.62M
Net Calls
+$432K
Net Calls Change
-$17K

Top Buyers

1
PGH
Partners Group Holding
Switzerland
+$13M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$9.61M
3
Morgan Stanley
Morgan Stanley
New York
+$8.83M
4
ECM
Evergreen Capital Management
Washington
+$5.98M
5
VanEck Associates
VanEck Associates
New York
+$5.04M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.31M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.2M
3
C
Cliffwater
California
-$4.04M
4
WIM
Waverton Investment Management
United Kingdom
-$3.84M
5
BZWA
Blue Zone Wealth Advisors
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
226
Freestone Capital Holdings
Washington
– -$81.3K -3,945 Closed
SI
227
Stephens Inc
Arkansas
– -$79.7K -3,869 Closed
SOS
228
Silver Oak Securities
Tennessee
– -$76K -3,683 Closed
FHC
229
First Heartland Consultants
Missouri
– -$75.7K -3,671 Closed
SAM
230
Seelaus Asset Management
New Jersey
– -$75K -3,626 Closed
OIA
231
OneDigital Investment Advisors
Kansas
– -$71.9K -3,487 Closed
GAM
232
Gotham Asset Management
New York
– -$70.8K -3,435 Closed
CA
233
Cetera Advisors
Colorado
– -$70.6K -3,424 Closed
KPWS
234
Kestra Private Wealth Services
Texas
– -$69K -3,348 Closed
WIM
235
WealthPlan Investment Management
Nebraska
– -$201K -3,333 Closed
CP
236
Castleview Partners
Texas
– -$64.2K -3,114 Closed
ATC
237
Adirondack Trust Company
New York
– -$59.3K -2,878 Closed
SIS
238
Sound Income Strategies
Florida
– -$37.3K -1,809 Closed
SWM
239
Spire Wealth Management
Virginia
– -$33K -1,581 Closed
CFGS
240
Concourse Financial Group Securities
Alabama
– -$19.3K -938 Closed
USCWA
241
U.S. Capital Wealth Advisors
Texas
– -$18.5K -896 Closed
FCA
242
Fortis Capital Advisors
Kansas
– -$15.1K -733 Closed
Simplex Trading
243
Simplex Trading
Illinois
– -$6K -333 Closed
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