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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $570M invested in Oaktree Specialty Lending in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
21
Increased
73
Reduced
53
Closed
15
Calls
$2.76M
Puts
$324K
Net Calls
+$2.44M
Net Calls Change
+$472K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.9M
2
TFA
2
Trinity Financial Advisors
Ohio
$4.73M
3
ACM
3
Advisors Capital Management
New Jersey
$4.63M
4
TWM
4
TMD Wealth Management
Arizona
$4.33M
5
SAM
5
Simplify Asset Management
Nevada
$3.78M

Top Sellers

1
LC
1
Lindbrook Capital
California
$19.1M
2
GCM
2
Greenland Capital Management
New York
$489K
3
PMG
3
Private Management Group
California
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$946K
5
CP
5
Clayton Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
51
Triad Investment Management
California
$2.54M +$219K +10,903 +9%
TG
52
TCW Group
California
$2.53M -$307K -15,266 -11%
HCM
53
Highlander Capital Management
New Jersey
$2.48M +$709K +35,218 +40%
KCM
54
Kennedy Capital Management
Missouri
$2.32M – – –
BSG
55
Black Swift Group
Colorado
$2.31M +$2.31M +114,770 New
LPL Financial
56
LPL Financial
California
$2.29M +$95.3K +4,736 +4%
TCBWMS
57
Texas Capital Bank Wealth Management Services
Texas
$2.29M +$49.2K +2,444 +2%
BPA
58
Beacon Pointe Advisors
California
$2.17M +$2.17M +108,044 New
DnB Asset Management
59
DnB Asset Management
Norway
$2.06M – – –
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$2.05M +$247K +12,269 +14%
CCP
61
Carmel Capital Partners
California
$1.92M +$94.6K +4,704 +5%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$1.85M +$236K +11,736 +15%
CC
63
Claybrook Capital
Massachusetts
$1.82M – – –
VWA
64
Visionary Wealth Advisors
Illinois
$1.73M +$93.1K +4,627 +6%
PCM
65
Prelude Capital Management
New York
$1.7M – – –
HCMG
66
Howard Capital Management Group
California
$1.61M – – –
LCWP
67
Legacy Capital Wealth Partners
Arkansas
$1.59M +$1.59M +79,030 New
Osaic Holdings
68
Osaic Holdings
Arizona
$1.58M +$267K +13,258 +20%
PI
69
Putnam Investments
Massachusetts
$1.5M +$609K +30,246 +68%
GA
70
GraniteShares Advisors
New York
$1.43M +$55K +2,733 +4%
BAMF
71
BI Asset Management Fondsmaeglerselskab
Denmark
$1.33M +$36.3K +1,805 +3%
Northern Trust
72
Northern Trust
Illinois
$1.27M +$153K +7,584 +14%
CA
73
Cornerstone Advisory
Maryland
$1.23M -$398K -20,503 -24%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.23M -$51.3K -2,548 -4%
AR
75
Advisory Research
Illinois
$1.22M -$28.2K -1,401 -2%
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3
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