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Oaktree Specialty Lending

187 hedge funds and large institutions have $498M invested in Oaktree Specialty Lending in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
5.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
35
Increased
72
Reduced
53
Closed
24
Calls
$335K
Puts
$2.19M
Net Calls
-$1.85M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$484K
MNBTD
102
Moody National Bank Trust Division
Texas
$479K +$479K +17,258 New
PAA
103
Peregrine Asset Advisers
Oregon
$439K -$29.6K -1,067 -6%
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$424K -$515K -18,567 -55%
IAM
105
Integre Asset Management
New York
$399K +$44.9K +1,617 +13%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$392K -$130K -4,691 -25%
UBS AM
107
UBS AM
Illinois
$390K +$19.4K +700 +5%
BAS
108
Brown Advisory Securities
Maryland
$381K -$36.6K -1,316 -9%
NCCM
109
Nine Chapters Capital Management
New Jersey
$376K -$56.5K -2,034 -13%
RA
110
Rational Advisors
New York
$370K
Macquarie Group
111
Macquarie Group
Australia
$368K
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$350K +$69.9K +2,524 +25%
LPL Financial
113
LPL Financial
California
$345K -$30.7K -1,108 -8%
Principal Financial Group
114
Principal Financial Group
Iowa
$345K +$40.6K +1,463 +13%
NPC
115
National Planning Corporation
California
$341K +$30.1K +1,084 +10%
Creative Planning
116
Creative Planning
Kansas
$331K +$229K +8,259 +225%
NSCM
117
New South Capital Management
Tennessee
$325K
DIA
118
Dean Investment Associates
Ohio
$323K +$14.8K +531 +5%
PAM
119
Princeton Alpha Management
New Jersey
$317K +$317K +11,425 New
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$291K -$2.84M -102,470 -91%
SI
121
Stephens Inc
Arkansas
$291K -$198K -7,150 -41%
Grantham, Mayo, Van Otterloo & Co (GMO)
122
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$283K -$21.3K -766 -7%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$278K +$278K +10,000 New
PGH
124
Partners Group Holding
Switzerland
$273K +$44.4K +1,600 +19%
WEC
125
Winslow Evans & Crocker
Massachusetts
$270K +$270K +9,715 New