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Oaktree Specialty Lending
OCSL

Overview Fund Activity

171 hedge funds and large institutions have $539M invested in Oaktree Specialty Lending in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
41
Increased
73
Reduced
30
Closed
12
Calls
$1.77M
Puts
$145K
Net Calls
+$1.63M
Net Calls Change
+$1.64M

Top Buyers

1
AM
1
Ares Management
California
$25.4M
2
LC
2
Lindbrook Capital
California
$11.9M
3
PMG
3
Private Management Group
California
$37.5M
4
CS
4
Credit Suisse
Switzerland
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
SCM
1
Springhouse Capital Management
Connecticut
$3.29M
2
SFA
2
Sequoia Financial Advisors
Ohio
$181K
3
TG
3
TCW Group
California
$7.71M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$585K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$6.05M 975,699 +30,139 +3%
RJA
27
Raymond James & Associates
Florida
$6.04M 973,775 -52,468 -5%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$5.95M 960,138 -57,790 -6%
PGH
29
Partners Group Holding
Switzerland
$5.62M 905,859 -20,275 -2%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.42M 873,464 +35,702 +4%
BZWA
31
Blue Zone Wealth Advisors
California
$5.37M 865,629 +309,205 +56%
Wells Fargo
32
Wells Fargo
California
$5.05M 814,637 +37,892 +5%
AAM
33
Advisors Asset Management
Colorado
$4.94M 796,287 +300,293 +61%
Two Sigma Investments
34
Two Sigma Investments
New York
$4.89M 788,852 -148,050 -16%
SCM
35
Solas Capital Management
Connecticut
$4.89M 788,387 – –
KTA
36
Keeley-Teton Advisors
Illinois
$4.46M 719,790 +42,403 +6%
CP
37
Clayton Partners
California
$4.46M 719,903 +719,903 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$4.38M 706,900 -201,900 -22%
BlackRock
39
BlackRock
New York
$4.06M 654,322 -182,839 -22%
NWM
40
Nicola Wealth Management
British Columbia, Canada
$3.91M 630,000 +630,000 New
UBS Group
41
UBS Group
Switzerland
$3.82M 616,562 +375,959 +156%
AL
42
Arnhold LLC
New York
$3.72M 600,540 -60,000 -9%
MCM
43
McKinley Capital Management
Alaska
$3.35M 540,513 -26,351 -5%
SCM
44
Springhouse Capital Management
Connecticut
$3.29M 529,816 -733,137 -58%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$2.84M 455,321 – –
GF
46
Gabelli Funds
New York
$2.7M 436,107 +8,371 +2%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$2.48M 400,114 -92,882 -19%
HCM
48
Highlander Capital Management
New Jersey
$2.1M 338,601 +5,604 +2%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.92M 309,674 +38,422 +14%
OCM
50
Oaktree Capital Management
California
$1.71M 276,000 – –
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