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Oaktree Specialty Lending
OCSL

Overview Fund Activity

171 hedge funds and large institutions have $539M invested in Oaktree Specialty Lending in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
41
Increased
73
Reduced
30
Closed
12
Calls
$1.77M
Puts
$145K
Net Calls
+$1.63M
Net Calls Change
+$1.64M

Top Buyers

1
AM
1
Ares Management
California
$25.4M
2
LC
2
Lindbrook Capital
California
$11.9M
3
PMG
3
Private Management Group
California
$37.5M
4
CS
4
Credit Suisse
Switzerland
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
SCM
1
Springhouse Capital Management
Connecticut
$3.29M
2
SFA
2
Sequoia Financial Advisors
Ohio
$181K
3
TG
3
TCW Group
California
$7.71M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$585K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
51
Carnegie Investment Counsel
Ohio
$1.57M 253,650 -2,000 -0.8%
AR
52
Advisory Research
Illinois
$1.53M 245,972 -50,386 -17%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.51M 245,098 +125,355 +105%
HCMG
54
Howard Capital Management Group
California
$1.49M 240,124 +240,124 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.46M 234,726 +3,915 +2%
CCM
56
Callodine Capital Management
Massachusetts
$1.4M 225,000 +25,000 +13%
CHAM
57
Clear Harbor Asset Management
Connecticut
$1.31M 211,650 -61,005 -22%
Citadel Advisors
58
Citadel Advisors
Florida
$1.26M 203,699 -70,349 -26%
WSL
59
Western Standard LLC
California
$1.16M 186,302 +8,900 +5%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.1M 177,972 +52,508 +42%
CRC
61
Curi RMB Capital
Illinois
$1.03M 165,413 – –
Invesco
62
Invesco
Georgia
$1.02M 164,588 +3,419 +2%
TCBWMS
63
Texas Capital Bank Wealth Management Services
Texas
$1.01M 162,020 +162,020 New
Osaic Holdings
64
Osaic Holdings
Arizona
$954K 153,912 +75,052 +95%
Mackenzie Financial
65
Mackenzie Financial
Ontario, Canada
$943K 152,077 +152,077 New
Russell Investments Group
66
Russell Investments Group
United Kingdom
$936K 151,051 +117,763 +354%
PCM
67
Prelude Capital Management
New York
$930K 150,000 +150,000 New
GC
68
Guggenheim Capital
Illinois
$840K 135,506 -31,707 -19%
BI
69
Bramshill Investments
Florida
$784K 126,414 +17,559 +16%
DnB Asset Management
70
DnB Asset Management
Norway
$771K 124,277 – –
BAS
71
Brown Advisory Securities
Maryland
$723K 116,533 +1,200 +1%
KBC Group
72
KBC Group
Belgium
$668K 107,582 – –
EMG
73
ETF Managers Group
New Jersey
$654K 105,512 +15,635 +17%
FFA
74
First Foundation Advisors
California
$621K 100,049 +80,907 +423%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$585K 94,435 -211,037 -69%
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