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Oaktree Specialty Lending
OCSL

Overview Fund Activity

181 hedge funds and large institutions have $541M invested in Oaktree Specialty Lending in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
73
Reduced
52
Closed
22
Calls
$2.44M
Puts
$468K
Net Calls
+$1.97M
Net Calls Change
+$1.54M

Top Buyers

1
PA
1
Pinnacle Associates
New York
$11.2M
2
UBS Group
2
UBS Group
Switzerland
$9.01M
3
OCM
3
Oaktree Capital Management
California
$36M
4
VanEck Associates
4
VanEck Associates
New York
$23.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.9M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$8.68M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$20.8M
4
C
4
Cliffwater
California
$6.83M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Rezny Wealth Management
Florida
$5.28M +$164K +8,430 +3%
GCM
27
Greenland Capital Management
New York
$5.15M +$514K +26,476 +11%
Wells Fargo
28
Wells Fargo
California
$5.06M +$253K +13,045 +5%
MC
29
Muzinich & Co
New York
$4.45M -$138K -7,126 -3%
AAM
30
Advisors Asset Management
Colorado
$4.43M -$812K -41,813 -15%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$4.34M -$191K -9,826 -4%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$4.23M -$211K -10,855 -5%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$4.12M +$282K +14,509 +7%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$3.95M -$431K -22,158 -10%
EP
35
EPIQ Partners
Minnesota
$3.9M -$15.2K -781 -0.4%
Millennium Management
36
Millennium Management
New York
$3.9M -$5.98M -308,008 -61%
Bank of America
37
Bank of America
North Carolina
$3.8M -$277K -14,239 -7%
IAA
38
Independent Advisor Alliance
North Carolina
$3.64M -$54.4K -2,802 -1%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$3.53M -$723K -37,210 -17%
MCM
40
McKinley Capital Management
Alaska
$3.35M -$3.23K -166 -0.1%
Goldman Sachs
41
Goldman Sachs
New York
$3.3M +$2.91M +149,689 +744%
GF
42
Gabelli Funds
New York
$3M +$84.7K +4,361 +3%
BI
43
Bramshill Investments
Florida
$2.97M +$1.4M +72,128 +89%
CP
44
Clayton Partners
California
$2.94M -$20.8K -1,068 -0.7%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$2.75M +$2.75M +141,389 New
TG
46
TCW Group
California
$2.74M +$1.57M +81,056 +135%
CIC
47
Carnegie Investment Counsel
Ohio
$2.69M -$12K -616 -0.4%
CCM
48
Condor Capital Management
New Jersey
$2.28M +$277K +14,260 +14%
TIM
49
Triad Investment Management
California
$2.24M -$1.46K -75 -0.1%
KCM
50
Kennedy Capital Management
Missouri
$2.24M – – –
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