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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $589M invested in Oaktree Specialty Lending in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 37 closing their positions.

Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
29
Increased
73
Reduced
55
Closed
37
Calls
$3.53M
Puts
$2.67M
Net Calls
+$865K
Net Calls Change
-$883K

Top Buyers

1
MW
1
Melia Wealth
Oklahoma
$13.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CM
3
Cercano Management
Washington
$8.66M
4
AM
4
Ares Management
California
$29.7M
5
TWM
5
TMD Wealth Management
Arizona
$9.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.91M
3
Millennium Management
3
Millennium Management
New York
$2.17M
4
PGH
4
Partners Group Holding
Switzerland
$9.54M
5
RWM
5
Rezny Wealth Management
Florida
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$5.82M -$144K -7,312 -2%
UBS Group
27
UBS Group
Switzerland
$5.8M -$751K -38,182 -11%
BlackRock
28
BlackRock
New York
$5.44M +$47.9K +2,438 +0.9%
ECM
29
Evergreen Capital Management
Washington
$5.34M -$1.15M -58,499 -18%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.24M – – –
RWM
31
Rezny Wealth Management
Florida
$5.09M -$5.39M -264,023 Closed
MC
32
Muzinich & Co
New York
$4.92M – – –
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$4.7M -$1.17M -59,728 -20%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$4.57M +$33.9K +1,726 +0.7%
AAM
35
Advisors Asset Management
Colorado
$4.35M +$220K +11,211 +5%
CIC
36
Carnegie Investment Counsel
Ohio
$4.24M -$147K -7,467 -3%
ACM
37
Advisors Capital Management
New Jersey
$4.17M +$36.1K +1,836 +0.9%
SWP
38
Significant Wealth Partners
Illinois
$4.01M +$2.75M +139,881 +218%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$3.67M -$885K -45,005 -19%
TIM
40
Triad Investment Management
California
$3.64M +$1.01M +51,369 +38%
IAA
41
Independent Advisor Alliance
North Carolina
$3.63M +$49.1K +2,497 +1%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$3.47M -$1.07M -54,529 -24%
BPA
43
Beacon Pointe Advisors
California
$3.44M +$807K +41,058 +31%
HighTower Advisors
44
HighTower Advisors
Illinois
$3.38M +$408K +20,754 +14%
GF
45
Gabelli Funds
New York
$3.31M +$101K +5,155 +3%
MCM
46
McKinley Capital Management
Alaska
$3.21M -$68.5K -3,484 -2%
CCM
47
Condor Capital Management
New Jersey
$3.18M +$285K +14,515 +10%
C
48
Cliffwater
California
$2.72M -$2.82M -143,573 -51%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$2.64M -$59.5K -3,025 -2%
LPL Financial
50
LPL Financial
California
$2.63M +$418K +21,241 +19%
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