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Oaktree Specialty Lending
OCSL

Overview Fund Activity

139 hedge funds and large institutions have $293M invested in Oaktree Specialty Lending in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 29 closing their positions.

Holders
139
Holders Change
+20
Holders Change %
+16.81%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
51
Increased
42
Reduced
29
Closed
29
Calls
$639K
Puts
$729K
Net Calls
-$90K
Net Calls Change
-$2.21M

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$31.1M
2
PGH
2
Partners Group Holding
Switzerland
$6.85M
3
CS
3
Credit Suisse
Switzerland
$6.85M
4
SCM
4
Springhouse Capital Management
Connecticut
$38.6M
5
Millennium Management
5
Millennium Management
New York
$3.82M

Top Sellers

1
SM
1
Senvest Management
New York
$8.65M
2
MC
2
Muzinich & Co
New York
$16.7M
3
OAM
3
Oxford Asset Management
United Kingdom
$0
4
UBS Group
4
UBS Group
Switzerland
$5.65M
5
SP
5
Steelhead Partners
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
76
SVB Wealth
Massachusetts
$245K +$245K +16,667 New
ANRIA
77
American National Registered Investment Advisor
Texas
$235K – – –
LCM
78
Landscape Capital Management
New Jersey
$202K +$202K +13,759 New
MNBTD
79
Moody National Bank Trust Division
Texas
$197K – – –
Group One Trading
80
Group One Trading
Illinois
$191K +$79.9K +5,453 +72%
BCM
81
BlueCrest Capital Management
Jersey
$183K +$26.2K +1,789 +17%
KI
82
Koch Industries
Kansas
$174K +$174K +11,861 New
Wells Fargo
83
Wells Fargo
California
$173K +$28.3K +1,926 +20%
Macquarie Group
84
Macquarie Group
Australia
$170K +$170K +11,564 New
BAS
85
Brown Advisory Securities
Maryland
$169K +$49.2K +3,384 +41%
HighTower Advisors
86
HighTower Advisors
Illinois
$156K +$156K +10,600 New
ANI
87
American National Insurance
Texas
$133K – – –
AG
88
Advisor Group
Arizona
$133K +$8.67K +588 +7%
RCM
89
Radcliffe Capital Management
Pennsylvania
$124K – – –
SBIA
90
Sheaff Brock Investment Advisors
Indiana
$114K -$74.6K -5,070 -40%
Wolverine Trading
91
Wolverine Trading
Illinois
$113K -$168K -11,427 -60%
Comerica Bank
92
Comerica Bank
Texas
$109K -$913 -60 -0.8%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$109K +$109K +7,400 New
BTS
94
BB&T Securities
Virginia
$102K +$102K +7,000 New
BAM
95
Belpointe Asset Management
Nevada
$99K +$99K +6,733 New
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$96K +$9.83K +669 +11%
SPIA
97
Steward Partners Investment Advisory
New York
$88K +$88K +6,000 New
AP
98
Appleton Partners
Massachusetts
$86K +$86K +5,833 New
EGA
99
Eagle Global Advisors
Texas
$85K – – –
FA
100
FDx Advisors
Illinois
$77K +$77K +5,261 New
2 3
4
5 6