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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $475M invested in Oaktree Specialty Lending in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
70
Reduced
56
Closed
37
Calls
$955K
Puts
$596K
Net Calls
+$359K
Net Calls Change
+$188K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$18.1M
2
Invesco
2
Invesco
Georgia
$13.4M
3
PMG
3
Private Management Group
California
$32.5M
4
JVBC
4
J.V. Bruni & Co
Colorado
$29.5M
5
Millennium Management
5
Millennium Management
New York
$5.88M

Top Sellers

1
HCA
1
Harbor Capital Advisors
Illinois
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.51M
4
TI
4
TrueMark Investments
Illinois
$0
5
BPA
5
Beacon Pointe Advisors
California
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
76
Blue Trust Inc
Georgia
$731K +$334K +21,854 +84%
TCBWMS
77
Texas Capital Bank Wealth Management Services
Texas
$715K -$943K -61,733 -57%
Raymond James Financial
78
Raymond James Financial
Florida
$701K +$701K +45,880 New
CAM
79
Cresset Asset Management
Illinois
$696K -$707K -46,289 -50%
BI
80
Bramshill Investments
Florida
$682K -$7.67K -502 -1%
PGF
81
Plan Group Financial
Oklahoma
$666K +$76K +4,976 +13%
CastleKeep Investment Advisors
82
CastleKeep Investment Advisors
Connecticut
$649K -$289K -18,900 -31%
Creative Planning
83
Creative Planning
Kansas
$640K -$51.2K -3,349 -7%
SIC
84
Samalin Investment Counsel
New York
$619K -$238K -15,595 -28%
JTWM
85
Jackson Thornton Wealth Management
Alabama
$577K +$577K +37,789 New
AQR Capital Management
86
AQR Capital Management
Connecticut
$577K +$577K +37,789 New
MHIC
87
Marble Harbor Investment Counsel
Massachusetts
$575K – – –
MLIC
88
Mandatum Life Insurance Company
Finland
$564K +$12.7K +830 +2%
FSG
89
Financial Strategies Group
Michigan
$559K +$138K +9,207 +33%
ET
90
Entropy Technologies
New York
$548K +$35.9K +2,350 +7%
FHA
91
Flagship Harbor Advisors
Massachusetts
$540K -$94.5K -6,187 -15%
CIC
92
Carnegie Investment Counsel
Ohio
$510K -$1.45M -94,994 -74%
NFC
93
Northeast Financial Consultants
Connecticut
$491K – – –
BPA
94
Beacon Pointe Advisors
California
$490K -$3.38M -221,064 -87%
BHCM
95
Brevan Howard Capital Management
Jersey
$483K +$483K +31,586 New
PI
96
PFG Investments
New York
$468K +$92.1K +6,028 +24%
WA
97
Whipplewood Advisors
Colorado
$465K +$465K +30,429 New
Ameriprise
98
Ameriprise
Minnesota
$464K -$146K -9,529 -24%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$463K -$132K -8,667 -22%
PSP
100
Principal Street Partners
Tennessee
$442K -$5.79K -379 -1%
2 3
4
5 6