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Oaktree Specialty Lending
OCSL

Overview Fund Activity

200 hedge funds and large institutions have $621M invested in Oaktree Specialty Lending in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
26
Increased
82
Reduced
57
Closed
14
Calls
$1.17M
Puts
$1K
Net Calls
+$1.17M
Net Calls Change
+$618K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$28.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12.4M
5
OCM
5
Oaktree Capital Management
California
$37M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
PMG
2
Private Management Group
California
$26.8M
3
RCM
3
Rivernorth Capital Management
Florida
$2.14M
4
TG
4
TCW Group
California
$492K
5
AM
5
Ares Management
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$409K +$128K +5,787 +46%
KBC Group
102
KBC Group
Belgium
$396K – – –
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$382K +$10.1K +457 +3%
EGA
104
Eagle Global Advisors
Texas
$380K – – –
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$377K +$377K +17,071 New
Brown Advisory
106
Brown Advisory
Maryland
$368K +$101K +4,574 +38%
SSA
107
Schonfeld Strategic Advisors
New York
$338K +$138K +6,234 +69%
SCA
108
SMH Capital Advisors
Texas
$330K -$1.57K -71 -0.5%
GC
109
Guggenheim Capital
Illinois
$322K +$61.1K +2,767 +23%
Ameriprise
110
Ameriprise
Minnesota
$316K +$127K +5,749 +67%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$298K +$421 +19 +0.1%
MW
112
Marcum Wealth
Ohio
$295K +$295K +13,333 New
ECM
113
EMC Capital Management
Texas
$292K +$292K +13,594 New
JF
114
Jump Financial
Illinois
$285K +$65.6K +2,970 +30%
SS
115
Simplicity Solutions
Minnesota
$283K +$283K +12,801 New
Northern Trust
116
Northern Trust
Illinois
$276K +$105K +4,755 +61%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$263K +$184K +8,300 +231%
DLG
118
Daniel L. Goodwin
$262K +$262K +11,867 New
CA
119
Calton & Associates
Florida
$258K +$46.2K +2,096 +22%
CBFP
120
Cedar Brook Financial Partners
Ohio
$246K -$7.38K -333 -3%
MC
121
Moors & Cabot
Massachusetts
$236K +$49.1K +2,218 +26%
SPIA
122
Steward Partners Investment Advisory
New York
$228K -$187K -8,451 -45%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$226K +$529 +24 +0.2%
TCWM
124
Total Clarity Wealth Management
Illinois
$203K -$16K -724 -7%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$201K +$201K +8,967 New
3 4
5
6 7