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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $589M invested in Oaktree Specialty Lending in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 37 closing their positions.

Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
29
Increased
73
Reduced
55
Closed
37
Calls
$3.53M
Puts
$2.67M
Net Calls
+$865K
Net Calls Change
-$883K

Top Buyers

1
MW
1
Melia Wealth
Oklahoma
$13.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CM
3
Cercano Management
Washington
$8.66M
4
AM
4
Ares Management
California
$29.7M
5
TWM
5
TMD Wealth Management
Arizona
$9.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.91M
3
Millennium Management
3
Millennium Management
New York
$2.17M
4
PGH
4
Partners Group Holding
Switzerland
$9.54M
5
RWM
5
Rezny Wealth Management
Florida
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$2.54M -$1.44M -73,084 -36%
UAG
52
United Advisor Group
Ohio
$2.34M +$2.34M +118,945 New
HCM
53
Highlander Capital Management
New Jersey
$2.3M -$32.8K -1,666 -1%
KCM
54
Kennedy Capital Management
Missouri
$2.19M -$32.5K -1,655 -1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$2.19M -$19.8K -1,008 -0.9%
Millennium Management
56
Millennium Management
New York
$2.17M -$6.09M -309,513 -74%
DnB Asset Management
57
DnB Asset Management
Norway
$2.14M +$128K +6,493 +6%
Bank of America
58
Bank of America
North Carolina
$2.13M +$358K +18,216 +20%
TCBWMS
59
Texas Capital Bank Wealth Management Services
Texas
$2.03M +$316K +16,054 +18%
BI
60
Bramshill Investments
Florida
$1.97M -$535K -27,188 -21%
CAM
61
Cresset Asset Management
Illinois
$1.86M +$741K +37,678 +66%
BSG
62
Black Swift Group
Colorado
$1.86M -$52.5K -2,670 -3%
Lido Advisors
63
Lido Advisors
California
$1.8M +$24.4K +1,243 +1%
GA
64
GraniteShares Advisors
New York
$1.62M +$206K +10,472 +15%
VWA
65
Visionary Wealth Advisors
Illinois
$1.58M -$168K -8,529 -10%
HCMG
66
Howard Capital Management Group
California
$1.57M – – –
EA
67
Everpar Advisors
Oklahoma
$1.49M – – –
PCA
68
Pallas Capital Advisors
Massachusetts
$1.43M +$290K +14,774 +26%
CA
69
Cornerstone Advisory
Maryland
$1.36M +$3K +151 +0.2%
Hudson Bay Capital Management
70
Hudson Bay Capital Management
Connecticut
$1.34M +$1.34M +68,313 New
BAMF
71
BI Asset Management Fondsmaeglerselskab
Denmark
$1.34M – – –
Stifel Financial
72
Stifel Financial
Missouri
$1.28M +$167K +8,485 +15%
Invesco
73
Invesco
Georgia
$1.28M +$53.1K +2,702 +4%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.25M +$407K +20,693 +48%
NA
75
Nordwand Advisors
Pennsylvania
$1.24M – – –
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