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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $570M invested in Oaktree Specialty Lending in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
21
Increased
73
Reduced
53
Closed
15
Calls
$2.76M
Puts
$324K
Net Calls
+$2.44M
Net Calls Change
+$472K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.9M
2
TFA
2
Trinity Financial Advisors
Ohio
$4.73M
3
ACM
3
Advisors Capital Management
New Jersey
$4.63M
4
TWM
4
TMD Wealth Management
Arizona
$4.33M
5
SAM
5
Simplify Asset Management
Nevada
$3.78M

Top Sellers

1
LC
1
Lindbrook Capital
California
$19.1M
2
GCM
2
Greenland Capital Management
New York
$489K
3
PMG
3
Private Management Group
California
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$946K
5
CP
5
Clayton Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
76
Invesco
Georgia
$1.22M +$137K +6,795 +13%
First Manhattan
77
First Manhattan
New York
$1.11M +$255K +12,668 +30%
NA
78
Nordwand Advisors
Pennsylvania
$1.1M +$439K +21,840 +66%
SSA
79
Schonfeld Strategic Advisors
New York
$1.06M +$757K +37,600 +246%
CAM
80
Cresset Asset Management
Illinois
$1M -$11.8K -584 -1%
SIC
81
Samalin Investment Counsel
New York
$976K +$11.6K +579 +1%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$950K +$429K +21,310 +82%
RJA
83
Raymond James & Associates
Florida
$949K -$164K -8,153 -15%
Bank of America
84
Bank of America
North Carolina
$946K -$2.99M -148,556 -76%
Stifel Financial
85
Stifel Financial
Missouri
$941K +$13.8K +685 +1%
Brown Advisory
86
Brown Advisory
Maryland
$935K -$2.7K -134 -0.3%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$793K +$25.6K +1,274 +3%
CIM
88
Confluence Investment Management
Missouri
$748K +$2.78K +138 +0.4%
FWP
89
FAS Wealth Partners
Kansas
$712K – – –
AWS
90
Atria Wealth Solutions
New York
$711K +$112K +5,566 +19%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$700K -$192K -9,520 -21%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$695K +$66.4K +3,299 +11%
VEA
93
Virtus ETF Advisers
New York
$676K +$335K +16,640 +98%
NFC
94
Northeast Financial Consultants
Connecticut
$647K – – –
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$619K +$82.4K +4,095 +15%
AL
96
Arnhold LLC
New York
$612K – – –
CW
97
CreativeOne Wealth
Kansas
$583K +$84K +4,177 +17%
Aberdeen Group
98
Aberdeen Group
United Kingdom
$579K -$1.29M -64,341 -69%
JF
99
Jump Financial
Illinois
$548K -$338K -16,824 -38%
Ameriprise
100
Ameriprise
Minnesota
$540K +$57.1K +2,839 +12%
2 3
4
5 6