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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $475M invested in Oaktree Specialty Lending in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
70
Reduced
56
Closed
37
Calls
$955K
Puts
$596K
Net Calls
+$359K
Net Calls Change
+$188K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$18.1M
2
Invesco
2
Invesco
Georgia
$13.4M
3
PMG
3
Private Management Group
California
$32.5M
4
JVBC
4
J.V. Bruni & Co
Colorado
$29.5M
5
Millennium Management
5
Millennium Management
New York
$5.88M

Top Sellers

1
HCA
1
Harbor Capital Advisors
Illinois
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.51M
4
TI
4
TrueMark Investments
Illinois
$0
5
BPA
5
Beacon Pointe Advisors
California
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$437K +$29.7K +1,940 +7%
ACM
102
Aquatic Capital Management
Illinois
$436K +$436K +28,504 New
MML Investors Services
103
MML Investors Services
Massachusetts
$428K +$264K +17,294 +161%
GC
104
Guggenheim Capital
Illinois
$416K +$30.3K +1,983 +8%
FWP
105
FAS Wealth Partners
Kansas
$412K -$50.9K -3,333 -11%
Bank of America
106
Bank of America
North Carolina
$412K -$992K -64,931 -71%
CA
107
Clearstead Advisors
Ohio
$411K -$220K -14,373 -35%
VF
108
Virtu Financial
New York
$407K +$407K +26,646 New
ACM
109
Adalta Capital Management
New York
$382K -$307K -20,105 -45%
CGA
110
Crescent Grove Advisors
Illinois
$363K -$47.9K -3,135 -12%
RRA
111
Round Rock Advisors
Connecticut
$362K +$362K +23,676 New
CPIG
112
Chicago Partners Investment Group
Illinois
$354K -$79.3K -5,271 -18%
IAN
113
Integrated Advisors Network
Texas
$349K +$443 +29 +0.1%
EA
114
Everpar Advisors
Oklahoma
$346K -$534K -34,965 -61%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$345K -$49.3K -3,226 -12%
YIH
116
Y-Intercept (HK)
Hong Kong
$343K -$133K -8,678 -28%
Comerica Bank
117
Comerica Bank
Texas
$318K +$132K +8,659 +71%
TI
118
Trexquant Investment
Connecticut
$296K +$296K +19,344 New
CCIA
119
Campbell & Co Investment Adviser
Maryland
$286K +$286K +18,686 New
JHCP
120
Jackson Hole Capital Partners
Oklahoma
$285K +$28K +1,830 +11%
Truist Financial
121
Truist Financial
North Carolina
$282K -$39.9K -2,614 -12%
AWS
122
Atria Wealth Solutions
New York
$279K -$22.1K -1,445 -7%
KBC Group
123
KBC Group
Belgium
$274K – – –
FFG
124
Fiduciary Financial Group
California
$270K +$270K +18,015 New
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$265K -$1.23M -80,196 -82%
3 4
5
6 7