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Oaktree Specialty Lending
OCSL

Overview Fund Activity

184 hedge funds and large institutions have $512M invested in Oaktree Specialty Lending in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 54 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-13
Holders Change %
-6.6%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
47
Increased
75
Reduced
54
Closed
59
Calls
$2.05M
Puts
$1.62M
Net Calls
+$432K
Net Calls Change
-$17K

Top Buyers

1
PGH
Partners Group Holding
Switzerland
+$13M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$9.61M
3
Morgan Stanley
Morgan Stanley
New York
+$8.83M
4
ECM
Evergreen Capital Management
Washington
+$5.98M
5
VanEck Associates
VanEck Associates
New York
+$5.04M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.31M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.2M
3
C
Cliffwater
California
-$4.04M
4
WIM
Waverton Investment Management
United Kingdom
-$3.84M
5
BZWA
Blue Zone Wealth Advisors
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$507K +$507K +27,033 New
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$496K +$10.4K +552 +2%
CPIG
103
Chicago Partners Investment Group
Illinois
$492K +$492K +26,122 New
CF
104
Centaurus Financial
California
$474K -$60.2K -3,207 -11%
Truist Financial
105
Truist Financial
North Carolina
$461K -$6.42K -342 -1%
SWM
106
Stockman Wealth Management
Montana
$448K +$448K +23,893 New
GAMC
107
Garner Asset Management Corp
Texas
$434K +$336K +17,898 +343%
WAM
108
Weiss Asset Management
Massachusetts
$412K -$38 -2 -0%
BAM
109
Belpointe Asset Management
Nevada
$409K -$36.8K -1,958 -8%
MCI
110
MRP Capital Investments
Georgia
$392K +$392K +20,899 New
CW
111
CreativeOne Wealth
Kansas
$390K +$268K +14,284 +220%
Corient Private Wealth
112
Corient Private Wealth
Florida
$381K +$27K +1,439 +8%
Goldman Sachs
113
Goldman Sachs
New York
$378K +$251K +13,384 +199%
GC
114
Guggenheim Capital
Illinois
$372K +$40.6K +2,162 +12%
NA
115
Nordwand Advisors
Pennsylvania
$369K +$369K +19,666 New
IA
116
IFP Advisors
Florida
$368K +$313K +22,120 +577%
CGA
117
Crescent Grove Advisors
Illinois
$363K +$243K +12,923 +201%
KBC Group
118
KBC Group
Belgium
$337K – – –
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$324K +$95.9K +5,108 +42%
NP
120
Nilsine Partners
Colorado
$309K +$309K +16,455 New
PI
121
PEAK6 Investments
Illinois
$261K +$261K +13,918 New
OC
122
Oppenheimer & Co
New York
$257K -$75.2K -4,008 -23%
ECM
123
EMC Capital Management
Texas
$256K -$19 -1 -0%
BTI
124
Blue Trust Inc
Georgia
$254K +$172K +25,000 +208%
DLG
125
Daniel L. Goodwin
$244K -$1.58K -84 -0.6%
3 4
5
6 7