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Oaktree Specialty Lending
OCSL

Overview Fund Activity

200 hedge funds and large institutions have $621M invested in Oaktree Specialty Lending in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
26
Increased
82
Reduced
57
Closed
14
Calls
$1.17M
Puts
$1K
Net Calls
+$1.17M
Net Calls Change
+$618K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$28.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12.4M
5
OCM
5
Oaktree Capital Management
California
$37M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
PMG
2
Private Management Group
California
$26.8M
3
RCM
3
Rivernorth Capital Management
Florida
$2.14M
4
TG
4
TCW Group
California
$492K
5
AM
5
Ares Management
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BZWA
26
Blue Zone Wealth Advisors
California
$7.03M -$67.7K -3,063 -1%
Citadel Advisors
27
Citadel Advisors
Florida
$6.69M +$1.62M +73,384 +32%
AAM
28
Advisors Asset Management
Colorado
$6.59M -$227K -10,278 -3%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$6.46M +$147K +6,655 +2%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.46M +$21.3K +963 +0.3%
NWM
31
Nicola Wealth Management
British Columbia, Canada
$6.09M – – –
ECM
32
Evergreen Capital Management
Washington
$6.08M +$162K +7,327 +3%
RWM
33
Rezny Wealth Management
Florida
$5.79M +$1.32M +59,875 +30%
KCM
34
Kennedy Capital Management
Missouri
$5.41M -$3.77M -170,376 -41%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.1M +$4.56M +206,224 +848%
UBS Group
36
UBS Group
Switzerland
$4.97M -$1.42M -64,088 -22%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$4.84M +$1.54M +69,509 +47%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$4.6M +$3.05M +138,032 +197%
Wells Fargo
39
Wells Fargo
California
$4.09M +$380K +17,207 +10%
MCM
40
McKinley Capital Management
Alaska
$4.06M +$35.2K +1,591 +0.9%
EP
41
EPIQ Partners
Minnesota
$3.84M +$52.3K +2,366 +1%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$3.82M +$845K +38,192 +28%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$3.59M +$349K +15,796 +11%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$3.19M -$3.14M -141,627 -50%
CIC
45
Carnegie Investment Counsel
Ohio
$3.11M +$7.36K +333 +0.2%
TIM
46
Triad Investment Management
California
$3.06M -$856K -38,726 -22%
CP
47
Clayton Partners
California
$3.06M -$770K -34,814 -20%
GF
48
Gabelli Funds
New York
$2.95M -$458K -20,720 -13%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$2.85M +$1.68M +75,977 +143%
DnB Asset Management
50
DnB Asset Management
Norway
$2.5M -$225K -10,197 -8%
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