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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 hedge funds and large institutions have $445M invested in Oaktree Specialty Lending in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 33 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
65
Reduced
60
Closed
33
Calls
$1.54M
Puts
$1.37M
Net Calls
+$171K
Net Calls Change
-$2.54M

Top Buyers

1
PMG
1
Private Management Group
California
$23M
2
RCM
2
Rivernorth Capital Management
Florida
$6.6M
3
HCA
3
Harbor Capital Advisors
Illinois
$6.66M
4
CAM
4
Claret Asset Management
Quebec, Canada
$24.2M
5
AM
5
Ares Management
California
$32.3M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$0
2
CM
2
Cercano Management
Washington
$2.94M
3
UBS AM
3
UBS AM
Illinois
$0
4
ECM
4
Evergreen Capital Management
Washington
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
26
Advisors Asset Management
Colorado
$3.54M 217,321 +11,841 +6%
MC
27
Muzinich & Co
New York
$3.42M 209,678 +12,948 +7%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$3.31M 203,229 -22,554 -10%
UBS Group
29
UBS Group
Switzerland
$3.29M 201,635 -85,971 -30%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$3.27M 200,670 +13,883 +7%
PAIM
31
Punch & Associates Investment Management
Minnesota
$3.24M 198,764 -238,934 -55%
IAA
32
Independent Advisor Alliance
North Carolina
$3.21M 196,649 +12,684 +7%
CM
33
Cercano Management
Washington
$2.94M 180,413 -422,776 -70%
GF
34
Gabelli Funds
New York
$2.91M 178,302 +5,089 +3%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$2.85M 174,698 +174,698 New
DA
36
Denali Advisors
California
$2.58M 158,174 +158,174 New
UAG
37
United Advisor Group
Ohio
$2.54M 155,464 +19,665 +14%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.3M 141,077 -30,126 -18%
CLA
39
Carnegie Lake Advisors
New Jersey
$2.19M 134,375 +134,375 New
CIM
40
Confluence Investment Management
Missouri
$2.12M 129,721 +9,438 +8%
CIC
41
Carnegie Investment Counsel
Ohio
$2.09M 128,349 -100,183 -44%
AL
42
Arnhold LLC
New York
$2.07M 127,180 +82,274 +183%
LPL Financial
43
LPL Financial
California
$2.07M 127,033 -337 -0.3%
Lido Advisors
44
Lido Advisors
California
$1.96M 119,943 +23,940 +25%
DnB Asset Management
45
DnB Asset Management
Norway
$1.91M 117,107 – –
GA
46
GraniteShares Advisors
New York
$1.83M 112,187 +18,224 +19%
TCBWMS
47
Texas Capital Bank Wealth Management Services
Texas
$1.77M 108,537 – –
Barclays
48
Barclays
United Kingdom
$1.73M 105,766 +2,140 +2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.65M 100,860 -12,709 -11%
AGM
50
Alpine Global Management
New York
$1.63M 100,000 +100,000 New
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