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Oaktree Specialty Lending
OCSL

Overview Fund Activity

189 hedge funds and large institutions have $638M invested in Oaktree Specialty Lending in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
2.92%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
40
Increased
70
Reduced
46
Closed
24
Calls
$553K
Puts
$6K
Net Calls
+$547K
Net Calls Change
+$255K

Top Buyers

1
Invesco
1
Invesco
Georgia
$14M
2
Millennium Management
2
Millennium Management
New York
$21.5M
3
WIM
3
Waverton Investment Management
United Kingdom
$15.1M
4
AM
4
Ares Management
California
$41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.12M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$28.2M
2
RCM
2
Rivernorth Capital Management
Florida
$6.79M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
PMG
4
Private Management Group
California
$37.6M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$7.68M -$308K -13,766 -4%
C
27
Cliffwater
California
$7.49M +$339K +15,130 +5%
BZWA
28
Blue Zone Wealth Advisors
California
$7.19M +$143K +6,399 +2%
AAM
29
Advisors Asset Management
Colorado
$6.9M +$317K +14,178 +5%
RCM
30
Rivernorth Capital Management
Florida
$6.79M -$15.8M -705,735 -70%
UBS Group
31
UBS Group
Switzerland
$6.46M +$508K +22,685 +9%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$6.39M -$510K -22,788 -7%
MC
33
Muzinich & Co
New York
$6.39M -$510K -22,788 -7%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$6.39M -$63.1K -2,821 -1%
NWM
35
Nicola Wealth Management
British Columbia, Canada
$6.19M +$424K +18,900 +7%
ECM
36
Evergreen Capital Management
Washington
$5.99M +$247K +11,018 +4%
Citadel Advisors
37
Citadel Advisors
Florida
$5.12M +$2.86M +127,810 +126%
TG
38
TCW Group
California
$4.91M -$63.1K -2,818 -1%
RWM
39
Rezny Wealth Management
Florida
$4.53M +$137K +6,137 +3%
RJA
40
Raymond James & Associates
Florida
$4.48M -$2.54M -113,406 -36%
MCM
41
McKinley Capital Management
Alaska
$4.07M -$33.2K -1,482 -0.8%
CP
42
Clayton Partners
California
$3.87M +$50.7K +2,266 +1%
EP
43
EPIQ Partners
Minnesota
$3.83M -$701K -31,333 -15%
Wells Fargo
44
Wells Fargo
California
$3.76M +$589K +26,306 +19%
GF
45
Gabelli Funds
New York
$3.45M +$68.2K +3,047 +2%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$3.34M +$3.34M +149,322 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$3.29M -$136K -6,083 -4%
CIC
48
Carnegie Investment Counsel
Ohio
$3.14M +$645K +28,833 +26%
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$3.01M +$917K +40,981 +44%
TIM
50
Triad Investment Management
California
$2.94M +$2.94M +177,257 New
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