OCSL icon

Oaktree Specialty Lending
OCSL

Overview Fund Activity

143 hedge funds and large institutions have $418M invested in Oaktree Specialty Lending in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+12
Holders Change %
+9.16%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
25
Increased
55
Reduced
36
Closed
11
Calls
$187K
Puts
$202K
Net Calls
-$15K
Net Calls Change
-$260K

Top Buyers

1
AM
1
Ares Management
California
$11M
2
BZWA
2
Blue Zone Wealth Advisors
California
$3.1M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$2.75M
4
CAM
4
Claret Asset Management
Quebec, Canada
$11.7M
5
VanEck Associates
5
VanEck Associates
New York
$10.7M

Top Sellers

1
SCM
1
Springhouse Capital Management
Connecticut
$7.04M
2
RCM
2
Radcliffe Capital Management
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$1.34M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.42M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$5.27M +$329K +19,690 +7%
Two Sigma Investments
27
Two Sigma Investments
New York
$5.22M +$1.02M +60,834 +24%
PGH
28
Partners Group Holding
Switzerland
$5.16M -$59.1K -3,539 -1%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$5.06M +$345K +20,666 +7%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.67M – – –
BlackRock
31
BlackRock
New York
$4.66M +$59.3K +3,548 +1%
SCM
32
Solas Capital Management
Connecticut
$4.39M – – –
Wells Fargo
33
Wells Fargo
California
$4.33M -$813K -48,688 -16%
TIM
34
Triad Investment Management
California
$3.89M -$201K -12,043 -5%
KTA
35
Keeley-Teton Advisors
Illinois
$3.77M -$164K -9,790 -4%
AL
36
Arnhold LLC
New York
$3.68M – – –
CS
37
Credit Suisse
Switzerland
$3.37M +$134K +8,033 +4%
KBC Group
38
KBC Group
Belgium
$3.3M – – –
MCM
39
McKinley Capital Management
Alaska
$3.16M -$135K -8,085 -4%
BZWA
40
Blue Zone Wealth Advisors
California
$3.1M +$3.1M +185,475 New
IAA
41
Independent Advisor Alliance
North Carolina
$2.76M -$54.4K -3,256 -2%
AAM
42
Advisors Asset Management
Colorado
$2.76M +$246K +14,719 +10%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$2.75M +$2.75M +164,332 New
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$2.54M – – –
AC
45
Almitas Capital
California
$2.42M +$979K +58,573 +68%
GF
46
Gabelli Funds
New York
$2.38M +$50.1K +2,997 +2%
SFA
47
Sequoia Financial Advisors
Ohio
$2.36M +$310K +18,581 +15%
HCM
48
Highlander Capital Management
New Jersey
$1.86M +$15.1K +902 +0.8%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.7M +$220K +13,165 +15%
AR
50
Advisory Research
Illinois
$1.65M -$529K -31,654 -24%
1
2
3 4 5