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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $475M invested in Oaktree Specialty Lending in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
70
Reduced
56
Closed
37
Calls
$955K
Puts
$596K
Net Calls
+$359K
Net Calls Change
+$188K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$18.1M
2
Invesco
2
Invesco
Georgia
$13.4M
3
PMG
3
Private Management Group
California
$32.5M
4
JVBC
4
J.V. Bruni & Co
Colorado
$29.5M
5
Millennium Management
5
Millennium Management
New York
$5.88M

Top Sellers

1
HCA
1
Harbor Capital Advisors
Illinois
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.51M
4
TI
4
TrueMark Investments
Illinois
$0
5
BPA
5
Beacon Pointe Advisors
California
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$3.96M +$1.29M +84,155 +48%
MC
27
Muzinich & Co
New York
$3.63M +$422K +27,624 +13%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$3.44M +$376K +24,636 +12%
ACM
29
Advisors Capital Management
New Jersey
$3.29M -$128K -8,366 -4%
UAG
30
United Advisor Group
Ohio
$3.15M +$778K +50,895 +33%
BAMF
31
BI Asset Management Fondsmaeglerselskab
Denmark
$2.94M +$2.81M +183,862 +2,098%
IAA
32
Independent Advisor Alliance
North Carolina
$2.9M -$108K -7,066 -4%
SA
33
Sovran Advisors
California
$2.84M +$2.84M +186,163 New
GF
34
Gabelli Funds
New York
$2.82M +$91.6K +5,997 +3%
AAM
35
Advisors Asset Management
Colorado
$2.76M -$560K -36,673 -17%
CM
36
Cercano Management
Washington
$2.76M – – –
CA
37
Cornerstone Advisory
Maryland
$2.72M +$1.7M +107,822 +167%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$2.66M -$445K -29,139 -14%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$2.61M +$2.61M +170,899 New
WFG
40
Wills Financial Group
Virginia
$2.54M +$2.54M +166,498 New
Barclays
41
Barclays
United Kingdom
$2.53M +$918K +60,089 +57%
Two Sigma Investments
42
Two Sigma Investments
New York
$2.51M -$5.31M -347,575 -68%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.5M +$1.26M +82,464 +102%
GA
44
GraniteShares Advisors
New York
$2.47M +$758K +49,631 +44%
AL
45
Arnhold LLC
New York
$2.44M +$497K +32,500 +26%
NW
46
Naviter Wealth
Arkansas
$2.35M +$2.35M +153,731 New
SSA
47
Schonfeld Strategic Advisors
New York
$2.33M +$2.33M +152,600 New
DnB Asset Management
48
DnB Asset Management
Norway
$2.31M +$525K +34,378 +29%
DA
49
Denali Advisors
California
$2.19M -$228K -14,918 -9%
CLA
50
Carnegie Lake Advisors
New Jersey
$2.05M -$5.09K -333 -0.2%
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