OCSL icon

Oaktree Specialty Lending
OCSL

Overview Fund Activity

204 hedge funds and large institutions have $654M invested in Oaktree Specialty Lending in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
204
Holders Change
+18
Holders Change %
+9.68%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
90
Reduced
44
Closed
18
Calls
$3.19M
Puts
$1.44M
Net Calls
+$1.75M
Net Calls Change
-$692K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$15M
3
TFA
3
Trinity Financial Advisors
Ohio
$9.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.2M
5
Millennium Management
5
Millennium Management
New York
$8.58M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$1.47M
2
Goldman Sachs
2
Goldman Sachs
New York
$519K
3
LC
3
Lindbrook Capital
California
$15.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$881K
5
PGH
5
Partners Group Holding
Switzerland
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
51
Bramshill Investments
Florida
$2.6M -$266K -13,044 -9%
HCM
52
Highlander Capital Management
New Jersey
$2.42M -$97.4K -4,772 -4%
KCM
53
Kennedy Capital Management
Missouri
$2.31M -$36.7K -1,795 -2%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$2.3M +$212K +10,383 +10%
LPL Financial
55
LPL Financial
California
$2.29M -$34K -1,666 -1%
Marshall Wace
56
Marshall Wace
United Kingdom
$2.29M +$2.29M +112,287 New
ECM
57
ExodusPoint Capital Management
New York
$2.14M +$1.74M +85,384 +441%
DnB Asset Management
58
DnB Asset Management
Norway
$2.09M – – –
BSG
59
Black Swift Group
Colorado
$1.98M -$360K -17,625 -15%
PI
60
Putnam Investments
Massachusetts
$1.92M +$392K +19,206 +26%
Lido Advisors
61
Lido Advisors
California
$1.85M +$1.85M +90,468 New
Bank of America
62
Bank of America
North Carolina
$1.84M +$880K +43,108 +92%
VWA
63
Visionary Wealth Advisors
Illinois
$1.81M +$56K +2,741 +3%
TCBWMS
64
Texas Capital Bank Wealth Management Services
Texas
$1.78M -$542K -26,533 -23%
HCMG
65
Howard Capital Management Group
California
$1.63M – – –
CCP
66
Carmel Capital Partners
California
$1.63M -$318K -15,573 -16%
TG
67
TCW Group
California
$1.59M -$977K -47,823 -38%
EA
68
Everpar Advisors
Oklahoma
$1.54M +$1.54M +75,569 New
1832 Asset Management
69
1832 Asset Management
Ontario, Canada
$1.47M -$9.88M -483,756 -87%
GA
70
GraniteShares Advisors
New York
$1.47M +$10.9K +532 +0.7%
BAMF
71
BI Asset Management Fondsmaeglerselskab
Denmark
$1.39M +$42.6K +2,086 +3%
CA
72
Cornerstone Advisory
Maryland
$1.33M +$92K +4,695 +7%
SWP
73
Significant Wealth Partners
Illinois
$1.31M +$1.31M +64,194 New
NA
74
Nordwand Advisors
Pennsylvania
$1.28M +$163K +8,000 +15%
Invesco
75
Invesco
Georgia
$1.27M +$36.7K +1,798 +3%
1 2
3
4 5