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Oaktree Specialty Lending
OCSL

Overview Fund Activity

215 hedge funds and large institutions have $541M invested in Oaktree Specialty Lending in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 47 reducing their positions, and 23 closing their positions.

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
93
Reduced
47
Closed
23
Calls
$460K
Puts
$291K
Net Calls
+$169K
Net Calls Change
-$996K

Top Buyers

1
LC
1
Lindbrook Capital
California
$24.2M
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$4.57M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$15.4M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$14.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.12M

Top Sellers

1
CF
1
Centaurus Financial
California
$287K
2
VanEck Associates
2
VanEck Associates
New York
$14.3M
3
Millennium Management
3
Millennium Management
New York
$12.3M
4
AM
4
Ares Management
California
$24.2M
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MC
26
Muzinich & Co
New York
$5.8M 884,947 +7,958 +0.9%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$5.8M 884,947 +7,958 +0.9%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.74M 876,354 – –
ECM
29
Evergreen Capital Management
Washington
$5.65M 862,534 +38,210 +5%
NWM
30
Nicola Wealth Management
British Columbia, Canada
$5.42M 826,700 – –
IAA
31
Independent Advisor Alliance
North Carolina
$5.25M 801,544 -218,178 -21%
RWM
32
Rezny Wealth Management
Florida
$5.14M 784,436 -1,842 -0.2%
AAM
33
Advisors Asset Management
Colorado
$4.98M 759,778 -133,724 -15%
ZCA
34
Zeke Capital Advisors
Pennsylvania
$4.57M 697,246 +697,246 New
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$4.44M 678,025 +21,531 +3%
Wells Fargo
36
Wells Fargo
California
$4.12M 629,433 +74,495 +13%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$4.09M 623,749 -900 -0.1%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$3.8M 579,570 +61,319 +12%
Aberdeen Group
39
Aberdeen Group
United Kingdom
$3.72M 571,591 +140,025 +32%
MCM
40
McKinley Capital Management
Alaska
$3.63M 554,490 +4,002 +0.7%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$3.6M 549,549 +61,879 +13%
EP
42
EPIQ Partners
Minnesota
$3.54M 540,100 +19,500 +4%
RCM
43
Rivernorth Capital Management
Florida
$3M 462,553 +173,627 +60%
BZWA
44
Blue Zone Wealth Advisors
California
$2.99M 457,025 -497,377 -52%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$2.84M 432,787 +45,494 +12%
CIC
46
Carnegie Investment Counsel
Ohio
$2.78M 424,000 +1,500 +0.4%
CP
47
Clayton Partners
California
$2.71M 414,268 -316 -0.1%
GF
48
Gabelli Funds
New York
$2.68M 408,719 +8,719 +2%
DnB Asset Management
49
DnB Asset Management
Norway
$2.17M 331,411 -8,236 -2%
TIM
50
Triad Investment Management
California
$2.01M 306,453 -109,141 -26%
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