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Oaktree Specialty Lending
OCSL

Overview Fund Activity

204 hedge funds and large institutions have $654M invested in Oaktree Specialty Lending in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
204
Holders Change
+18
Holders Change %
+9.68%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
90
Reduced
44
Closed
18
Calls
$3.19M
Puts
$1.44M
Net Calls
+$1.75M
Net Calls Change
-$692K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$15M
3
TFA
3
Trinity Financial Advisors
Ohio
$9.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.2M
5
Millennium Management
5
Millennium Management
New York
$8.58M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$1.47M
2
Goldman Sachs
2
Goldman Sachs
New York
$519K
3
LC
3
Lindbrook Capital
California
$15.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$881K
5
PGH
5
Partners Group Holding
Switzerland
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
101
Northeast Financial Consultants
Connecticut
$657K – – –
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$651K +$22.6K +1,107 +4%
MA
103
Mutual Advisors
Nebraska
$625K +$625K +30,629 New
GT
104
Glenview Trust
Kentucky
$611K +$105K +5,150 +21%
CPIG
105
Chicago Partners Investment Group
Illinois
$610K +$6.26K +293 +1%
Ameriprise
106
Ameriprise
Minnesota
$607K +$58.5K +2,867 +11%
AWS
107
Atria Wealth Solutions
New York
$596K -$126K -6,157 -17%
Creative Planning
108
Creative Planning
Kansas
$580K +$266K +13,029 +85%
ET
109
Entropy Technologies
New York
$557K +$557K +27,290 New
HF
110
HRT Financial
New York
$546K +$546K +26,769 New
WG
111
Winton Group
United Kingdom
$527K +$146K +7,147 +38%
Goldman Sachs
112
Goldman Sachs
New York
$519K -$4.36M -213,522 -89%
MCP
113
Mirador Capital Partners
California
$495K +$495K +24,245 New
VEA
114
Virtus ETF Advisers
New York
$495K -$192K -9,382 -28%
AIM
115
Aigen Investment Management
New York
$483K +$483K +23,630 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$481K -$31.9K -1,560 -6%
BFG
117
Bouchey Financial Group
New York
$468K +$468K +22,932 New
GC
118
Guggenheim Capital
Illinois
$459K +$18.9K +927 +4%
Corient Private Wealth
119
Corient Private Wealth
Florida
$437K -$5.35K -262 -1%
Squarepoint
120
Squarepoint
New York
$434K +$434K +21,253 New
HA
121
Hanover Advisors
South Carolina
$432K +$432K +21,164 New
MOS
122
MGO One Seven
Ohio
$419K +$24.8K +1,213 +6%
Jane Street
123
Jane Street
New York
$418K +$40.6K +1,990 +11%
IAN
124
Integrated Advisors Network
Texas
$413K -$16.3K -800 -4%
MCI
125
MRP Capital Investments
Georgia
$403K +$12.6K +616 +3%
3 4
5
6 7