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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 %
Mariner
76
Mariner
Kansas
$1.23M +$482K +24,495 +64%
Brown Advisory
77
Brown Advisory
Maryland
$1.17M +$83.2K +4,234 +8%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$1.16M +$322K +16,402 +39%
AG
79
AlTi Global
New York
$1.02M – – –
CA
80
Cetera Advisors
Colorado
$988K +$732K +37,242 +286%
RJA
81
Raymond James & Associates
Florida
$979K -$64.5K -3,280 -6%
SIC
82
Samalin Investment Counsel
New York
$977K +$36.3K +1,845 +4%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$957K +$331K +16,813 +53%
CastleKeep Investment Advisors
84
CastleKeep Investment Advisors
Connecticut
$945K +$28K +1,424 +3%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$929K +$712K +36,547 +330%
HCA
86
Harbor Capital Advisors
Illinois
$867K +$867K +44,096 New
Creative Planning
87
Creative Planning
Kansas
$803K +$244K +12,417 +44%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$795K -$23K -1,171 -3%
Aberdeen Group
89
Aberdeen Group
United Kingdom
$792K – – –
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$777K -$84.1K -4,280 -10%
ACM
91
Adalta Capital Management
New York
$776K +$484K +24,625 +166%
GAA
92
Global Assets Advisory
Florida
$761K +$761K +14,703 New
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$753K -$13.8K -703 -2%
DTL
94
Dynamic Technology Lab
Singapore
$738K +$738K +37,515 New
CIM
95
Confluence Investment Management
Missouri
$738K +$2.62K +133 +0.4%
AL
96
Arnhold LLC
New York
$716K +$59K +3,000 +9%
MHIC
97
Marble Harbor Investment Counsel
Massachusetts
$708K +$708K +36,000 New
ET
98
Entropy Technologies
New York
$696K +$160K +8,137 +30%
Ameriprise
99
Ameriprise
Minnesota
$686K +$102K +5,186 +17%
VEA
100
Virtus ETF Advisers
New York
$677K +$201K +10,233 +42%
2 3
4
5 6