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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 hedge funds and large institutions have $445M invested in Oaktree Specialty Lending in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 33 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
65
Reduced
60
Closed
33
Calls
$1.54M
Puts
$1.37M
Net Calls
+$171K
Net Calls Change
-$2.54M

Top Buyers

1
PMG
1
Private Management Group
California
$23M
2
RCM
2
Rivernorth Capital Management
Florida
$6.6M
3
HCA
3
Harbor Capital Advisors
Illinois
$6.66M
4
CAM
4
Claret Asset Management
Quebec, Canada
$24.2M
5
AM
5
Ares Management
California
$32.3M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$0
2
CM
2
Cercano Management
Washington
$2.94M
3
UBS AM
3
UBS AM
Illinois
$0
4
ECM
4
Evergreen Capital Management
Washington
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Aberdeen Group
76
Aberdeen Group
United Kingdom
$726K 44,336 +1,224 +3%
Northern Trust
77
Northern Trust
Illinois
$716K 43,913 +31,708 +260%
RJA
78
Raymond James & Associates
Florida
$683K 41,853 -2,120 -5%
FHA
79
Flagship Harbor Advisors
Massachusetts
$677K 41,519 +41,519 New
CA
80
Clearstead Advisors
Ohio
$673K 41,287 -8,700 -17%
Ameriprise
81
Ameriprise
Minnesota
$651K 39,878 -4,349 -10%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$635K 38,960 -989 -2%
PGF
83
Plan Group Financial
Oklahoma
$630K 38,618 +6,634 +21%
MHIC
84
Marble Harbor Investment Counsel
Massachusetts
$614K 37,650 +6,250 +20%
MLIC
85
Mandatum Life Insurance Company
Finland
$589K 36,085 +15,855 +78%
CF
86
Centaurus Financial
California
$573K 35,115 +3,600 +11%
ET
87
Entropy Technologies
New York
$546K 33,501 +18,792 +128%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$527K 32,340 -178 -0.5%
NFC
89
Northeast Financial Consultants
Connecticut
$525K 32,166 – –
Goldman Sachs
90
Goldman Sachs
New York
$522K 31,987 +15,879 +99%
YIH
91
Y-Intercept (HK)
Hong Kong
$508K 31,143 +31,143 New
FWP
92
FAS Wealth Partners
Kansas
$494K 30,306 – –
BTI
93
Blue Trust Inc
Georgia
$489K 26,000 +8,300 +47%
GT
94
Glenview Trust
Kentucky
$488K 29,900 – –
PSP
95
Principal Street Partners
Tennessee
$478K 29,289 +29,289 New
Corient Private Wealth
96
Corient Private Wealth
Florida
$469K 28,739 +6,170 +27%
CPIG
97
Chicago Partners Investment Group
Illinois
$464K 28,838 +1,030 +4%
FSG
98
Financial Strategies Group
Michigan
$462K 28,181 +9,515 +51%
CGA
99
Crescent Grove Advisors
Illinois
$439K 26,900 – –
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$434K 26,631 -3,398 -11%
2 3
4
5 6