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Oaktree Specialty Lending
OCSL

Overview Fund Activity

204 hedge funds and large institutions have $654M invested in Oaktree Specialty Lending in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
204
Holders Change
+18
Holders Change %
+9.68%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
90
Reduced
44
Closed
18
Calls
$3.19M
Puts
$1.44M
Net Calls
+$1.75M
Net Calls Change
-$692K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$15M
3
TFA
3
Trinity Financial Advisors
Ohio
$9.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.2M
5
Millennium Management
5
Millennium Management
New York
$8.58M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$1.47M
2
Goldman Sachs
2
Goldman Sachs
New York
$519K
3
LC
3
Lindbrook Capital
California
$15.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$881K
5
PGH
5
Partners Group Holding
Switzerland
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$6.11M +$51.6K +2,525 +0.9%
C
27
Cliffwater
California
$5.76M -$1.58M -77,607 -22%
BlackRock
28
BlackRock
New York
$5.6M +$30.4K +1,490 +0.5%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.44M – – –
RWM
30
Rezny Wealth Management
Florida
$5.39M -$105K -5,125 -2%
TWM
31
TMD Wealth Management
Arizona
$4.92M +$524K +25,673 +12%
MC
32
Muzinich & Co
New York
$4.92M +$451K +22,081 +10%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$4.74M +$2.86M +139,881 +152%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$4.71M +$358K +17,538 +8%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$4.71M +$609K +29,847 +15%
CIC
36
Carnegie Investment Counsel
Ohio
$4.55M +$115K +5,608 +3%
AAM
37
Advisors Asset Management
Colorado
$4.29M -$710K -34,772 -14%
ACM
38
Advisors Capital Management
New Jersey
$4.29M -$406K -19,898 -9%
EP
39
EPIQ Partners
Minnesota
$4.15M +$21.1K +1,035 +0.5%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$4.13M -$296K -14,509 -7%
IAA
41
Independent Advisor Alliance
North Carolina
$3.72M -$49.6K -2,430 -1%
Citadel Advisors
42
Citadel Advisors
Florida
$3.64M +$3.63M +177,653 +33,331%
MCM
43
McKinley Capital Management
Alaska
$3.4M -$3K -147 -0.1%
GF
44
Gabelli Funds
New York
$3.33M +$91.1K +4,459 +3%
SAM
45
Simplify Asset Management
Nevada
$3.3M -$534K -26,145 -14%
HighTower Advisors
46
HighTower Advisors
Illinois
$3.08M +$428K +20,974 +16%
CCM
47
Condor Capital Management
New Jersey
$3.01M +$272K +13,320 +10%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$2.81M +$30K +1,470 +1%
BPA
49
Beacon Pointe Advisors
California
$2.74M +$532K +26,042 +24%
TIM
50
Triad Investment Management
California
$2.73M +$162K +7,912 +6%
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