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Oaktree Specialty Lending
OCSL

Overview Fund Activity

171 hedge funds and large institutions have $539M invested in Oaktree Specialty Lending in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
41
Increased
73
Reduced
30
Closed
12
Calls
$1.77M
Puts
$145K
Net Calls
+$1.63M
Net Calls Change
+$1.64M

Top Buyers

1
AM
1
Ares Management
California
$25.4M
2
LC
2
Lindbrook Capital
California
$11.9M
3
PMG
3
Private Management Group
California
$37.5M
4
CS
4
Credit Suisse
Switzerland
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
SCM
1
Springhouse Capital Management
Connecticut
$3.29M
2
SFA
2
Sequoia Financial Advisors
Ohio
$181K
3
TG
3
TCW Group
California
$7.71M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$585K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$578K 93,189 +74,089 +388%
SWM
77
Stockman Wealth Management
Montana
$559K 90,200 – –
CIM
78
Confluence Investment Management
Missouri
$551K 88,876 -65,105 -42%
EGA
79
Eagle Global Advisors
Texas
$539K 86,940 +5,180 +6%
VEA
80
Virtus ETF Advisers
New York
$531K 85,642 +35,977 +72%
BRWA
81
B. Riley Wealth Advisors
Florida
$528K 85,070 +15,770 +23%
SMC
82
Smith, Moore & Co
Missouri
$519K 83,637 +11,110 +15%
FTCM
83
First Trust Capital Management
Illinois
$517K 83,428 +83,428 New
Citigroup
84
Citigroup
New York
$480K 77,408 +808 +1%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$479K 77,406 +4,731 +7%
Stifel Financial
86
Stifel Financial
Missouri
$417K 67,261 -106,930 -61%
WAM
87
Weiss Asset Management
Massachusetts
$408K 65,807 +65,807 New
Northern Trust
88
Northern Trust
Illinois
$399K 64,353 +2,961 +5%
SFI
89
Susquehanna Fundamental Investments
Pennsylvania
$381K 61,410 +16,839 +38%
LIG
90
Lokken Investment Group
Delaware
$375K 60,531 +20,000 +49%
PP
91
PDT Partners
New York
$368K 59,300 – –
HF
92
HRT Financial
New York
$355K 57,365 -8,533 -13%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$335K 54,003 +6,953 +15%
HWAM
94
Hennion & Walsh Asset Management
New Jersey
$319K 51,380 +51,380 New
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$316K 50,962 +6,086 +14%
LPL Financial
96
LPL Financial
California
$314K 50,685 +23,491 +86%
CW
97
CreativeOne Wealth
Kansas
$308K 49,615 +49,615 New
Connor, Clark & Lunn Investment Management (CC&L)
98
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$303K 48,854 +48,854 New
CC
99
Claybrook Capital
Massachusetts
$299K 48,175 +48,175 New
SCA
100
SMH Capital Advisors
Texas
$286K 46,206 +2,748 +6%
2 3
4
5 6