OCSL icon

Oaktree Specialty Lending
OCSL

Overview Fund Activity

199 hedge funds and large institutions have $472M invested in Oaktree Specialty Lending in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 31 closing their positions.

Holders
199
Holders Change
-14
Holders Change %
-6.57%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
19
Increased
79
Reduced
60
Closed
31
Calls
$238K
Puts
$3K
Net Calls
+$235K
Net Calls Change
+$66K

Top Buyers

1
LC
1
Lindbrook Capital
California
$24.9M
2
C
2
Cliffwater
California
$10.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$22.1M
4
BlackRock
4
BlackRock
New York
$8.1M
5
AWA
5
Arete Wealth Advisors
Illinois
$668K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.22M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$8.31M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.58M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.64M
5
RCM
5
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Rezny Wealth Management
Florida
$4.79M +$83.4K +4,633 +2%
RVPG
27
Relative Value Partners Group
$4.48M -$1.76M -97,518 -28%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$4.42M -$894K -49,686 -17%
MC
29
Muzinich & Co
New York
$4.42M -$894K -49,686 -17%
Wells Fargo
30
Wells Fargo
California
$4.28M +$502K +27,869 +13%
Millennium Management
31
Millennium Management
New York
$4.22M -$7.06M -392,142 -63%
ZCA
32
Zeke Capital Advisors
Pennsylvania
$4.18M – – –
IAA
33
Independent Advisor Alliance
North Carolina
$4.18M -$630K -34,976 -13%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$3.94M -$132K -7,361 -3%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$3.81M +$333K +18,486 +10%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$3.79M +$42.4K +2,357 +1%
Citadel Advisors
37
Citadel Advisors
Florida
$3.64M -$3.8M -211,292 -51%
EP
38
EPIQ Partners
Minnesota
$3.56M +$321K +17,834 +10%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$3.51M +$209K +11,591 +6%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$3.32M -$107K -5,952 -3%
MCM
41
McKinley Capital Management
Alaska
$3.25M -$75.6K -4,200 -2%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$3.22M +$623K +34,621 +24%
BZWA
43
Blue Zone Wealth Advisors
California
$2.76M +$18.8K +1,046 +0.7%
CP
44
Clayton Partners
California
$2.65M +$163K +9,065 +7%
GF
45
Gabelli Funds
New York
$2.51M +$60.6K +3,369 +2%
CIC
46
Carnegie Investment Counsel
Ohio
$2.49M -$51K -2,833 -2%
NWM
47
Nicola Wealth Management
British Columbia, Canada
$2.41M -$2.55M -141,667 -51%
TIM
48
Triad Investment Management
California
$2.05M +$207K +11,510 +11%
DnB Asset Management
49
DnB Asset Management
Norway
$1.84M -$147K -8,143 -7%
HCM
50
Highlander Capital Management
New Jersey
$1.61M -$15.1K -841 -0.9%
1
2
3 4 5