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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $570M invested in Oaktree Specialty Lending in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
21
Increased
73
Reduced
53
Closed
15
Calls
$2.76M
Puts
$324K
Net Calls
+$2.44M
Net Calls Change
+$472K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.9M
2
TFA
2
Trinity Financial Advisors
Ohio
$4.73M
3
ACM
3
Advisors Capital Management
New Jersey
$4.63M
4
TWM
4
TMD Wealth Management
Arizona
$4.33M
5
SAM
5
Simplify Asset Management
Nevada
$3.78M

Top Sellers

1
LC
1
Lindbrook Capital
California
$19.1M
2
GCM
2
Greenland Capital Management
New York
$489K
3
PMG
3
Private Management Group
California
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$946K
5
CP
5
Clayton Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Rezny Wealth Management
Florida
$5.42M -$51.9K -2,579 -0.9%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.36M -$499K -24,790 -9%
AAM
28
Advisors Asset Management
Colorado
$4.93M +$334K +16,591 +7%
Goldman Sachs
29
Goldman Sachs
New York
$4.81M +$1.39M +69,138 +41%
TFA
30
Trinity Financial Advisors
Ohio
$4.73M +$4.73M +235,176 New
ACM
31
Advisors Capital Management
New Jersey
$4.63M +$4.63M +229,912 New
Millennium Management
32
Millennium Management
New York
$4.61M +$576K +28,616 +14%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4.46M +$2.26M +112,177 +103%
MC
34
Muzinich & Co
New York
$4.4M -$204K -10,119 -4%
CIC
35
Carnegie Investment Counsel
Ohio
$4.37M +$1.59M +78,824 +57%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$4.36M +$89.9K +4,469 +2%
TWM
37
TMD Wealth Management
Arizona
$4.33M +$4.33M +215,163 New
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$4.29M -$204K -10,119 -5%
EP
39
EPIQ Partners
Minnesota
$4.07M +$24.5K +1,218 +0.6%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$4.06M -$28.2K -1,400 -0.7%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$4.04M -$346K -17,209 -8%
SAM
42
Simplify Asset Management
Nevada
$3.78M +$3.78M +187,655 New
IAA
43
Independent Advisor Alliance
North Carolina
$3.72M -$52K -2,586 -1%
MCM
44
McKinley Capital Management
Alaska
$3.36M -$116K -5,788 -3%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$3.21M -$442K -21,977 -12%
GF
46
Gabelli Funds
New York
$3.19M +$87.1K +4,330 +3%
BI
47
Bramshill Investments
Florida
$2.82M -$255K -12,653 -8%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$2.74M -$108K -5,349 -4%
CCM
49
Condor Capital Management
New Jersey
$2.7M +$339K +16,834 +14%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.62M +$962K +47,790 +58%
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