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Oaktree Specialty Lending
OCSL

Overview Fund Activity

171 hedge funds and large institutions have $539M invested in Oaktree Specialty Lending in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
41
Increased
73
Reduced
30
Closed
12
Calls
$1.77M
Puts
$145K
Net Calls
+$1.63M
Net Calls Change
+$1.64M

Top Buyers

1
AM
1
Ares Management
California
$25.4M
2
LC
2
Lindbrook Capital
California
$11.9M
3
PMG
3
Private Management Group
California
$37.5M
4
CS
4
Credit Suisse
Switzerland
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
SCM
1
Springhouse Capital Management
Connecticut
$3.29M
2
SFA
2
Sequoia Financial Advisors
Ohio
$181K
3
TG
3
TCW Group
California
$7.71M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$585K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
CBFP
101
Cedar Brook Financial Partners
Ohio
$247K 39,827 +21,827 +121%
SW
102
SVB Wealth
Massachusetts
$244K 39,382 +17,349 +79%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$232K 37,484 +7,975 +27%
SCM
104
Shelton Capital Management
Colorado
$230K 37,068 +18,068 +95%
Canada Life
105
Canada Life
Manitoba, Canada
$224K 36,471 -18,810 -34%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$197K 31,844 +12,049 +61%
SFA
107
Sequoia Financial Advisors
Ohio
$181K 29,181 -394,550 -93%
WAM
108
Wolverine Asset Management
Illinois
$172K 27,839 +27,839 New
Victory Capital Management
109
Victory Capital Management
Texas
$163K 26,370 +5,826 +28%
Bank of America
110
Bank of America
North Carolina
$159K 25,732 +7,359 +40%
APWA
111
Atlas Private Wealth Advisors
New Jersey
$159K 25,710 +25,710 New
GAMC
112
Garner Asset Management Corp
Texas
$155K 25,065 +25,065 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$151K 24,512 +2,412 +11%
CA
114
Calton & Associates
Florida
$150K 24,173 +818 +4%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$142K 22,833 +22,833 New
RWM
116
Rezny Wealth Management
Florida
$137K 22,123 +22,123 New
SWM
117
Spire Wealth Management
Virginia
$133K 21,486 +21,486 New
QC
118
Quadrature Capital
United Kingdom
$132K 21,361 +21,361 New
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$131K 21,083 +21,083 New
PFA
120
Peak Financial Advisors
Colorado
$126K 20,345 +20,345 New
Brown Advisory
121
Brown Advisory
Maryland
$124K 20,000 – –
CCM
122
Cohen Capital Management
California
$124K 20,022 +8,022 +67%
First Manhattan
123
First Manhattan
New York
$124K 20,000 +10,000 +100%
GC
124
Grimes & Company
Massachusetts
$119K 19,213 +19,213 New
TI
125
Trexquant Investment
Connecticut
$102K 16,478 +16,478 New
3 4
5
6 7