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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 hedge funds and large institutions have $445M invested in Oaktree Specialty Lending in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 33 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
65
Reduced
60
Closed
33
Calls
$1.54M
Puts
$1.37M
Net Calls
+$171K
Net Calls Change
-$2.54M

Top Buyers

1
PMG
1
Private Management Group
California
$23M
2
RCM
2
Rivernorth Capital Management
Florida
$6.6M
3
HCA
3
Harbor Capital Advisors
Illinois
$6.66M
4
CAM
4
Claret Asset Management
Quebec, Canada
$24.2M
5
AM
5
Ares Management
California
$32.3M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$0
2
CM
2
Cercano Management
Washington
$2.94M
3
UBS AM
3
UBS AM
Illinois
$0
4
ECM
4
Evergreen Capital Management
Washington
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MM
101
MQS Management
New York
$429K 26,294 +26,294 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$421K 25,813 -23,643 -48%
GC
103
Guggenheim Capital
Illinois
$412K 25,251 +1,800 +8%
PCA
104
Pallas Capital Advisors
Massachusetts
$407K 24,931 -24,511 -50%
PI
105
PFG Investments
New York
$402K 24,633 +2,414 +11%
IAN
106
Integrated Advisors Network
Texas
$372K 22,826 +826 +4%
PP
107
Paloma Partners
Connecticut
$348K 21,318 +21,318 New
Truist Financial
108
Truist Financial
North Carolina
$343K 21,046 -1,311 -6%
AWS
109
Atria Wealth Solutions
New York
$322K 19,727 -112 -0.6%
AWM
110
Apollon Wealth Management
South Carolina
$309K 18,930 +998 +6%
SC
111
Schubert & Co
Texas
$300K 18,371 +18,371 New
PA
112
Parallel Advisors
California
$294K 18,050 – –
KBC Group
113
KBC Group
Belgium
$292K 17,930 – –
MA
114
Mutual Advisors
Nebraska
$289K 17,727 -9,693 -35%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$288K 17,649 -6,295 -26%
LC
116
Lindbrook Capital
California
$277K 17,001 – –
JHCP
117
Jackson Hole Capital Partners
Oklahoma
$274K 16,821 – –
MOS
118
MGO One Seven
Ohio
$273K 16,729 -635 -4%
NP
119
Nilsine Partners
Colorado
$268K 16,455 – –
MCI
120
MRP Capital Investments
Georgia
$268K 16,434 -26,908 -62%
CWM
121
Cornerstone Wealth Management
Missouri
$259K 15,852 +730 +5%
FC
122
FORA Capital
Florida
$242K 14,860 +14,860 New
KA
123
Klingman & Associates
New York
$242K 14,850 – –
Jane Street
124
Jane Street
New York
$230K 14,126 -10,376 -42%
DTL
125
Dynamic Technology Lab
Singapore
$221K 13,557 -14,235 -51%
3 4
5
6 7