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Oaktree Specialty Lending

149 hedge funds and large institutions have $418M invested in Oaktree Specialty Lending in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
19
Increased
64
Reduced
43
Closed
30
Calls
$2.1M
Puts
$1.55M
Net Calls
+$546K
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Shares
Change %
CHAM
76
Clear Harbor Asset Management
Connecticut
$484K -$2.71M -98,233 -85%
MNBTD
77
Moody National Bank Trust Division
Texas
$480K
Ameriprise
78
Ameriprise
Minnesota
$457K +$62.8K +2,283 +16%
BAS
79
Brown Advisory Securities
Maryland
$442K +$776 +28 +0.2%
Nomura Holdings
80
Nomura Holdings
Japan
$401K -$238K -8,627 -37%
LCM
81
Logan Capital Management
Pennsylvania
$401K +$401K +14,567 New
LPL Financial
82
LPL Financial
California
$375K +$18.2K +658 +5%
DIA
83
Dean Investment Associates
Ohio
$369K +$14.9K +542 +4%
Macquarie Group
84
Macquarie Group
Australia
$345K -$20.2K -733 -6%
VKH
85
Virtu KCG Holdings
New York
$339K -$45.4K -1,647 -12%
MSE
86
MUFG Securities EMEA
United Kingdom
$330K -$130K -4,719 -28%
CC
87
Cipher Capital
New York
$323K +$151K +5,489 +88%
NSCM
88
New South Capital Management
Tennessee
$310K -$13.1K -475 -4%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$301K +$27.7K +1,005 +10%
PA
90
Pinnacle Associates
New York
$282K +$17.5K +634 +7%
LP
91
LMR Partners
United Kingdom
$280K -$2.43M -87,972 -90%
WEC
92
Winslow Evans & Crocker
Massachusetts
$278K +$24K +870 +9%
CA
93
Cetera Advisors
Colorado
$264K +$41.8K +1,516 +19%
IC
94
InterOcean Capital
Illinois
$246K -$9.2K -334 -4%
FIM
95
Freedom Investment Management
Connecticut
$244K +$66K +2,396 +37%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$239K +$208K +7,527 +660%
Franklin Resources
97
Franklin Resources
California
$238K +$95.6K +3,466 +67%
PAM
98
Princeton Alpha Management
New Jersey
$235K +$235K +8,533 New
BRWM
99
B. Riley Wealth Management
Tennessee
$214K +$27.4K +1,000 +15%
RJT
100
Raymond James Trust
Florida
$211K