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Oaktree Specialty Lending
OCSL

Overview Fund Activity

139 hedge funds and large institutions have $275M invested in Oaktree Specialty Lending in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-7
Holders Change %
-4.79%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
23
Increased
44
Reduced
47
Closed
28
Calls
$15K
Puts
$51K
Net Calls
-$36K
Net Calls Change
-$34K

Top Buyers

1
IMOV
1
Investment Management of Virginia
Virginia
$5.33M
2
JAM
2
Jacobs Asset Management
New York
$4.34M
3
JVBC
3
J.V. Bruni & Co
Colorado
$16.7M
4
KCM
4
Kennedy Capital Management
Missouri
$9.54M
5
Wells Fargo
5
Wells Fargo
California
$3.35M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$20.2M
2
RJA
2
Raymond James & Associates
Florida
$3.81M
3
PGH
3
Partners Group Holding
Switzerland
$2.93M
4
CS
4
Credit Suisse
Switzerland
$3.16M
5
FCH
5
Freestone Capital Holdings
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
101
Sheaff Brock Investment Advisors
Indiana
$98K +$1.18K +93 +1%
GAMC
102
Garner Asset Management Corp
Texas
$88K -$22.6K -1,780 -20%
ANRIA
103
American National Registered Investment Advisor
Texas
$88K – – –
MNBTD
104
Moody National Bank Trust Division
Texas
$88K – – –
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$86K -$17.3K -1,356 -17%
AIM
106
Arcadia Investment Management
Michigan
$85K +$85K +6,667 New
Jane Street
107
Jane Street
New York
$76K +$76K +5,957 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$72K +$5.3K +417 +8%
TH
109
Timber Hill
Connecticut
$72K +$72K +5,667 New
WAM
110
Wolverine Asset Management
Illinois
$69K +$67.7K +5,367 +5,063%
Deutsche Bank
111
Deutsche Bank
Germany
$68K – – –
DTL
112
Dynamic Technology Lab
Singapore
$57K -$1.71K -134 -3%
CCM
113
Cohen Capital Management
California
$51K – – –
FAAS
114
First Allied Advisory Services
California
$50K +$3.75K +294 +8%
AIM
115
Axiom Investment Management
New York
$47K +$47K +3,726 New
WT
116
Washington Trust
Rhode Island
$42K – – –
Macquarie Group
117
Macquarie Group
Australia
$39K -$537 -43 -1%
CA
118
Claro Advisors
Massachusetts
$19K +$19K +1,300 New
GWM
119
Geneos Wealth Management
Colorado
$15K +$24 +2 +0.2%
APA
120
American Portfolios Advisors
New York
$14.2K +$431 +34 +3%
Group One Trading
121
Group One Trading
Illinois
$8K -$30.7K -2,334 -79%
FCMT
122
Founders Capital Management (Texas)
Texas
$8K – – –
AIC
123
Archer Investment Corporation
Indiana
$8K +$8K +667 New
VFA
124
Valeo Financial Advisors
Indiana
$7K +$2.33K +190 +50%
NSIM
125
North Star Investment Management
Illinois
$6K – – –
3 4
5
6 7