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Oaktree Specialty Lending
OCSL

Overview Fund Activity

139 hedge funds and large institutions have $293M invested in Oaktree Specialty Lending in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 29 closing their positions.

Holders
139
Holders Change
+20
Holders Change %
+16.81%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
51
Increased
42
Reduced
29
Closed
29
Calls
$639K
Puts
$729K
Net Calls
-$90K
Net Calls Change
-$2.21M

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$31.1M
2
PGH
2
Partners Group Holding
Switzerland
$6.85M
3
CS
3
Credit Suisse
Switzerland
$6.85M
4
SCM
4
Springhouse Capital Management
Connecticut
$38.6M
5
Millennium Management
5
Millennium Management
New York
$3.82M

Top Sellers

1
SM
1
Senvest Management
New York
$8.65M
2
MC
2
Muzinich & Co
New York
$16.7M
3
OAM
3
Oxford Asset Management
United Kingdom
$0
4
UBS Group
4
UBS Group
Switzerland
$5.65M
5
SP
5
Steelhead Partners
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
101
First Foundation Advisors
California
$73K – – –
LPL Financial
102
LPL Financial
California
$70K +$14.9K +1,012 +27%
BRWA
103
B. Riley Wealth Advisors
Florida
$70K +$70K +4,733 New
DWM
104
Dynasty Wealth Management
Florida
$68K +$68K +4,658 New
Jane Street
105
Jane Street
New York
$65K +$65K +4,399 New
TH
106
Timber Hill
Connecticut
$64K +$13.3K +900 +26%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$64K +$64K +4,330 New
Creative Planning
108
Creative Planning
Kansas
$63K -$20.5K -1,403 -25%
CCM
109
Cohen Capital Management
California
$59K +$59K +4,000 New
Lido Advisors
110
Lido Advisors
California
$58K +$58K +3,984 New
FAAS
111
First Allied Advisory Services
California
$57K -$150 -10 -0.3%
Ameriprise
112
Ameriprise
Minnesota
$51K -$59K -4,010 -54%
BFM
113
Boothbay Fund Management
New York
$51K +$51K +3,490 New
CA
114
Cetera Advisors
Colorado
$50K -$10K -667 -17%
RQS
115
Ramsey Quantitative Systems
Kentucky
$49K +$49K +3,321 New
IA
116
IFP Advisors
Florida
$45K +$145 +10 +0.3%
TRCT
117
Tower Research Capital (TRC)
New York
$45K +$45K +3,066 New
APA
118
American Portfolios Advisors
New York
$44.5K +$44.5K +3,032 New
SSB
119
Sandy Spring Bank
Maryland
$30K +$30K +2,067 New
GWM
120
Geneos Wealth Management
Colorado
$25K +$25K +1,744 New
CFA
121
Carroll Financial Associates
North Carolina
$24K -$676K -46,975 -97%
FANJ
122
Financial Architects (New Jersey)
New Jersey
$24K +$24K +1,667 New
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K -$1.9K -129 -8%
Simplex Trading
124
Simplex Trading
Illinois
$20K +$20K +1,384 New
QT
125
Quantbot Technologies
New York
$12K +$12K +881 New
3 4
5
6 7