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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $589M invested in Oaktree Specialty Lending in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 37 closing their positions.

Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
29
Increased
73
Reduced
55
Closed
37
Calls
$3.53M
Puts
$2.67M
Net Calls
+$865K
Net Calls Change
-$883K

Top Buyers

1
MW
1
Melia Wealth
Oklahoma
$13.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CM
3
Cercano Management
Washington
$8.66M
4
AM
4
Ares Management
California
$29.7M
5
TWM
5
TMD Wealth Management
Arizona
$9.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.91M
3
Millennium Management
3
Millennium Management
New York
$2.17M
4
PGH
4
Partners Group Holding
Switzerland
$9.54M
5
RWM
5
Rezny Wealth Management
Florida
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$641K +$239K +12,163 +59%
FHA
102
Flagship Harbor Advisors
Massachusetts
$636K +$636K +32,331 New
NFC
103
Northeast Financial Consultants
Connecticut
$632K – – –
SG Americas Securities
104
SG Americas Securities
New York
$624K +$624K +31,730 New
CPIG
105
Chicago Partners Investment Group
Illinois
$598K +$38.2K +1,943 +7%
FWP
106
FAS Wealth Partners
Kansas
$597K -$72.5K -3,686 -11%
GT
107
Glenview Trust
Kentucky
$588K – – –
HA
108
Hanover Advisors
South Carolina
$558K +$142K +7,207 +34%
CGA
109
Crescent Grove Advisors
Illinois
$529K +$149K +7,557 +39%
Citadel Advisors
110
Citadel Advisors
Florida
$527K -$2.98M -151,378 -85%
Corient Private Wealth
111
Corient Private Wealth
Florida
$444K +$23K +1,170 +5%
GC
112
Guggenheim Capital
Illinois
$438K -$3.89K -198 -0.9%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$433K -$30.7K -1,559 -7%
IAN
114
Integrated Advisors Network
Texas
$422K +$24.2K +1,230 +6%
AWS
115
Atria Wealth Solutions
New York
$416K -$174K -8,608 -30%
Truist Financial
116
Truist Financial
North Carolina
$414K +$33.3K +1,694 +9%
AWA
117
Arete Wealth Advisors
Illinois
$395K +$11.8K +600 +3%
CIBC World Market
118
CIBC World Market
Ontario, Canada
$390K +$30.8K +1,568 +9%
IFWM
119
Institute for Wealth Management
Colorado
$371K +$371K +18,847 New
PI
120
PFG Investments
New York
$365K +$365K +18,577 New
PA
121
Parallel Advisors
California
$355K – – –
KBC Group
122
KBC Group
Belgium
$353K – – –
AWM
123
Apollon Wealth Management
South Carolina
$348K +$26.1K +1,327 +8%
BTI
124
Blue Trust Inc
Georgia
$348K +$3.95K +201 +1%
JHCP
125
Jackson Hole Capital Partners
Oklahoma
$328K +$60.1K +3,055 +22%
3 4
5
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