OCSL icon

Oaktree Specialty Lending
OCSL

Overview Fund Activity

200 hedge funds and large institutions have $621M invested in Oaktree Specialty Lending in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
26
Increased
82
Reduced
57
Closed
14
Calls
$1.17M
Puts
$1K
Net Calls
+$1.17M
Net Calls Change
+$618K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$28.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12.4M
5
OCM
5
Oaktree Capital Management
California
$37M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
PMG
2
Private Management Group
California
$26.8M
3
RCM
3
Rivernorth Capital Management
Florida
$2.14M
4
TG
4
TCW Group
California
$492K
5
AM
5
Ares Management
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$2.25M -$111K -5,030 -5%
RCM
52
Rivernorth Capital Management
Florida
$2.14M -$4.59M -207,178 -68%
HCM
53
Highlander Capital Management
New Jersey
$1.98M -$478K -21,595 -19%
HCMG
54
Howard Capital Management Group
California
$1.77M – – –
TCBWMS
55
Texas Capital Bank Wealth Management Services
Texas
$1.65M +$194K +8,762 +13%
1832 Asset Management
56
1832 Asset Management
Ontario, Canada
$1.62M +$365K +16,731 +29%
CC
57
Claybrook Capital
Massachusetts
$1.53M +$299K +13,505 +24%
Osaic Holdings
58
Osaic Holdings
Arizona
$1.5M +$203K +9,188 +16%
AR
59
Advisory Research
Illinois
$1.41M -$39.5K -1,787 -3%
Stifel Financial
60
Stifel Financial
Missouri
$1.37M +$865K +39,092 +170%
Mackenzie Financial
61
Mackenzie Financial
Ontario, Canada
$1.31M -$1.43M -64,544 -52%
HF
62
HRT Financial
New York
$1.24M +$1.24M +55,940 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$1.23M +$95.4K +4,313 +8%
CCP
64
Carmel Capital Partners
California
$1.22M +$39.4K +1,783 +3%
LCWP
65
Legacy Capital Wealth Partners
Arkansas
$1.2M -$142K -6,430 -11%
BI
66
Bramshill Investments
Florida
$1.2M +$88.8K +4,018 +8%
VWA
67
Visionary Wealth Advisors
Illinois
$1.09M +$993K +44,909 +1,083%
RJA
68
Raymond James & Associates
Florida
$1.06M -$3.37M -152,313 -76%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.01M -$72K -3,258 -7%
BRWA
70
B. Riley Wealth Advisors
Florida
$973K -$66.3K -2,999 -6%
NWA
71
Navis Wealth Advisors
New York
$961K -$79.7K -3,605 -8%
LPL Financial
72
LPL Financial
California
$866K -$61.7K -2,789 -7%
CANY
73
Caxton Associates (New York)
New York
$859K +$472K +21,353 +122%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$857K +$71.1K +3,217 +9%
FWP
75
FAS Wealth Partners
Kansas
$817K +$2.21K +100 +0.3%
1 2
3
4 5