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Oaktree Specialty Lending
OCSL

Overview Fund Activity

199 hedge funds and large institutions have $472M invested in Oaktree Specialty Lending in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 31 closing their positions.

Holders
199
Holders Change
-14
Holders Change %
-6.57%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
19
Increased
79
Reduced
60
Closed
31
Calls
$238K
Puts
$3K
Net Calls
+$235K
Net Calls Change
+$66K

Top Buyers

1
LC
1
Lindbrook Capital
California
$24.9M
2
C
2
Cliffwater
California
$10.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$22.1M
4
BlackRock
4
BlackRock
New York
$8.1M
5
AWA
5
Arete Wealth Advisors
Illinois
$668K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.22M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$8.31M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.58M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.64M
5
RCM
5
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.56M +$106K +5,862 +7%
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$1.54M – – –
Bank of America
53
Bank of America
North Carolina
$1.49M +$272K +15,080 +22%
TCBWMS
54
Texas Capital Bank Wealth Management Services
Texas
$1.45M +$35.5K +1,970 +3%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.45M -$33.9K -1,886 -2%
HCMG
56
Howard Capital Management Group
California
$1.44M – – –
CC
57
Claybrook Capital
Massachusetts
$1.41M – – –
BI
58
Bramshill Investments
Florida
$1.38M +$383K +21,252 +39%
TG
59
TCW Group
California
$1.32M +$63.6K +3,535 +5%
Canada Life
60
Canada Life
Manitoba, Canada
$1.3M +$214K +11,878 +20%
CCM
61
Condor Capital Management
New Jersey
$1.28M +$86.7K +4,818 +7%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.22M +$202K +11,192 +20%
CCP
63
Carmel Capital Partners
California
$1.16M +$129K +7,174 +12%
AR
64
Advisory Research
Illinois
$1.14M +$16.3K +905 +1%
VWA
65
Visionary Wealth Advisors
Illinois
$1.1M +$128K +7,103 +13%
LCWP
66
Legacy Capital Wealth Partners
Arkansas
$1.02M +$36.7K +2,040 +4%
LPL Financial
67
LPL Financial
California
$991K +$107K +5,959 +12%
Stifel Financial
68
Stifel Financial
Missouri
$955K -$156K -8,643 -14%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$840K -$3.19K -177 -0.4%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$763K +$294K +16,344 +63%
NWA
71
Navis Wealth Advisors
New York
$713K – – –
RJA
72
Raymond James & Associates
Florida
$711K -$42.6K -2,367 -6%
First Manhattan
73
First Manhattan
New York
$711K +$120K +6,666 +20%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$697K +$102K +5,644 +17%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$692K +$583K +32,388 +534%
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