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Oaktree Specialty Lending
OCSL

Overview Fund Activity

189 hedge funds and large institutions have $638M invested in Oaktree Specialty Lending in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
2.92%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
40
Increased
70
Reduced
46
Closed
24
Calls
$553K
Puts
$6K
Net Calls
+$547K
Net Calls Change
+$255K

Top Buyers

1
Invesco
1
Invesco
Georgia
$14M
2
Millennium Management
2
Millennium Management
New York
$21.5M
3
WIM
3
Waverton Investment Management
United Kingdom
$15.1M
4
AM
4
Ares Management
California
$41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.12M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$28.2M
2
RCM
2
Rivernorth Capital Management
Florida
$6.79M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
PMG
4
Private Management Group
California
$37.6M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$2.77M +$3.13K +140 +0.1%
DnB Asset Management
52
DnB Asset Management
Norway
$2.76M +$1.19M +53,264 +76%
HCM
53
Highlander Capital Management
New Jersey
$2.49M +$11.1K +495 +0.4%
HighTower Advisors
54
HighTower Advisors
Illinois
$2.38M +$420K +18,809 +21%
HCMG
55
Howard Capital Management Group
California
$1.79M – – –
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$1.57M +$894K +39,928 +132%
TCBWMS
57
Texas Capital Bank Wealth Management Services
Texas
$1.48M – – –
AR
58
Advisory Research
Illinois
$1.47M -$285K -12,747 -16%
LCWP
59
Legacy Capital Wealth Partners
Arkansas
$1.36M +$44.8K +2,000 +3%
Osaic Holdings
60
Osaic Holdings
Arizona
$1.31M +$204K +9,122 +18%
1832 Asset Management
61
1832 Asset Management
Ontario, Canada
$1.3M -$4.94M -218,571 -79%
CC
62
Claybrook Capital
Massachusetts
$1.24M +$572K +25,570 +86%
CCP
63
Carmel Capital Partners
California
$1.2M +$1.2M +53,415 New
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$1.19M +$324K +14,457 +37%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$1.15M +$119K +5,316 +12%
BI
66
Bramshill Investments
Florida
$1.13M -$2.19K -98 -0.2%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$1.1M +$416K +18,579 +61%
NWA
68
Navis Wealth Advisors
New York
$1.05M -$41.9K -1,873 -4%
BRWA
69
B. Riley Wealth Advisors
Florida
$1.05M +$37.1K +1,655 +4%
LPL Financial
70
LPL Financial
California
$939K +$51.2K +2,288 +6%
BAS
71
Brown Advisory Securities
Maryland
$913K -$56.6K -2,530 -6%
FWP
72
FAS Wealth Partners
Kansas
$825K +$101K +4,500 +14%
CHAM
73
Clear Harbor Asset Management
Connecticut
$819K -$2.98K -133 -0.4%
Comerica Bank
74
Comerica Bank
Texas
$811K -$531K -23,777 -40%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$796K +$164K +7,345 +26%
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