OCSL icon

Oaktree Specialty Lending
OCSL

Overview Fund Activity

184 hedge funds and large institutions have $512M invested in Oaktree Specialty Lending in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 54 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-13
Holders Change %
-6.6%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
47
Increased
75
Reduced
54
Closed
59
Calls
$2.05M
Puts
$1.62M
Net Calls
+$432K
Net Calls Change
-$17K

Top Buyers

1
PGH
Partners Group Holding
Switzerland
+$13M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$9.61M
3
Morgan Stanley
Morgan Stanley
New York
+$8.83M
4
ECM
Evergreen Capital Management
Washington
+$5.98M
5
VanEck Associates
VanEck Associates
New York
+$5.04M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.31M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.2M
3
C
Cliffwater
California
-$4.04M
4
WIM
Waverton Investment Management
United Kingdom
-$3.84M
5
BZWA
Blue Zone Wealth Advisors
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
51
Claybrook Capital
Massachusetts
$1.7M +$178K +9,476 +12%
HCM
52
Highlander Capital Management
New Jersey
$1.64M +$14K +746 +0.9%
BI
53
Bramshill Investments
Florida
$1.52M +$28.3K +1,507 +2%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.51M +$1.32M +70,535 +708%
HCMG
55
Howard Capital Management Group
California
$1.5M – – –
HighTower Advisors
56
HighTower Advisors
Illinois
$1.5M +$1.5M +79,697 New
VWA
57
Visionary Wealth Advisors
Illinois
$1.46M +$1.46M +77,676 New
CA
58
Cornerstone Advisory
Maryland
$1.45M +$1.45M +77,047 New
AWM
59
AE Wealth Management
Kansas
$1.41M +$1.14M +60,665 +428%
CCP
60
Carmel Capital Partners
California
$1.37M +$26.7K +1,420 +2%
LCWP
61
Legacy Capital Wealth Partners
Arkansas
$1.34M +$117K +6,231 +10%
BCM
62
Basso Capital Management
Connecticut
$1.32M +$1.32M +70,421 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.3M +$472K +25,132 +57%
GA
64
GraniteShares Advisors
New York
$1.3M +$1.3M +69,236 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.24M +$888K +47,334 +255%
AR
66
Advisory Research
Illinois
$1.16M +$35.6K +1,899 +3%
BAMF
67
BI Asset Management Fondsmaeglerselskab
Denmark
$1.15M +$223K +11,892 +24%
Osaic Holdings
68
Osaic Holdings
Arizona
$1.14M -$338K -18,032 -23%
TG
69
TCW Group
California
$1.13M -$227K -12,076 -17%
ADIM
70
Alpha DNA Investment Management
Maryland
$1.08M +$1.08M +57,375 New
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$964K +$964K +51,341 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$955K -$580K -30,911 -38%
CSS
73
Cubist Systematic Strategies
Connecticut
$925K +$793K +42,227 +597%
Brown Advisory
74
Brown Advisory
Maryland
$925K +$925K +49,270 New
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$880K +$880K +46,869 New
1 2
3
4 5