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Oaktree Specialty Lending
OCSL

Overview Fund Activity

215 hedge funds and large institutions have $541M invested in Oaktree Specialty Lending in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 47 reducing their positions, and 23 closing their positions.

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
93
Reduced
47
Closed
23
Calls
$460K
Puts
$291K
Net Calls
+$169K
Net Calls Change
-$996K

Top Buyers

1
LC
1
Lindbrook Capital
California
$24.2M
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$4.57M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$15.4M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$14.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.12M

Top Sellers

1
CF
1
Centaurus Financial
California
$287K
2
VanEck Associates
2
VanEck Associates
New York
$14.3M
3
Millennium Management
3
Millennium Management
New York
$12.3M
4
AM
4
Ares Management
California
$24.2M
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Highlander Capital Management
New Jersey
$1.78M 270,982 +2,210 +0.8%
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$1.68M 255,804 +33,109 +15%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.62M 246,682 -58,359 -19%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.59M 242,848 +75,711 +45%
HCMG
55
Howard Capital Management Group
California
$1.57M 240,124 – –
CC
56
Claybrook Capital
Massachusetts
$1.54M 235,575 +28,650 +14%
TCBWMS
57
Texas Capital Bank Wealth Management Services
Texas
$1.54M 235,284 +10,958 +5%
TG
58
TCW Group
California
$1.38M 209,873 +143,100 +214%
Bank of America
59
Bank of America
North Carolina
$1.33M 202,662 +184,392 +1,009%
CCM
60
Condor Capital Management
New Jersey
$1.31M 199,283 +113,818 +133%
AR
61
Advisory Research
Illinois
$1.23M 187,919 -3,962 -2%
Stifel Financial
62
Stifel Financial
Missouri
$1.21M 185,039 -1,340 -0.7%
Canada Life
63
Canada Life
Manitoba, Canada
$1.19M 181,890 +124,248 +216%
CCP
64
Carmel Capital Partners
California
$1.13M 172,222 +6,629 +4%
Osaic Holdings
65
Osaic Holdings
Arizona
$1.11M 169,533 -33,515 -17%
BI
66
Bramshill Investments
Florida
$1.08M 165,533 +2,727 +2%
Allianz Asset Management
67
Allianz Asset Management
Germany
$1.07M 163,531 +99,732 +156%
LCWP
68
Legacy Capital Wealth Partners
Arkansas
$1.07M 163,276 +525 +0.3%
VWA
69
Visionary Wealth Advisors
Illinois
$1.06M 162,137 +14,967 +10%
ADIM
70
Alpha DNA Investment Management
Maryland
$1.06M 161,217 +161,217 New
LPL Financial
71
LPL Financial
California
$964K 147,216 +29,702 +25%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$920K 140,432 +3,268 +2%
BRWA
73
B. Riley Wealth Advisors
Florida
$886K 135,194 +3,216 +2%
RJA
74
Raymond James & Associates
Florida
$823K 125,666 -17,637 -12%
NWA
75
Navis Wealth Advisors
New York
$778K 118,849 -11,577 -9%
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