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Oaktree Specialty Lending
OCSL

Overview Fund Activity

139 hedge funds and large institutions have $293M invested in Oaktree Specialty Lending in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+20
Holders Change %
+16.81%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
51
Increased
42
Reduced
29
Closed
29
Calls
$639K
Puts
$729K
Net Calls
-$90K
Net Calls Change
-$2.21M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$31.1M
2
CS
Credit Suisse
Switzerland
$6.85M
3
PGH
Partners Group Holding
Switzerland
$6.85M
4
SCM
Springhouse Capital Management
Connecticut
$38.6M
5
Millennium Management
Millennium Management
New York
$3.82M

Top Sellers

1
SM
Senvest Management
New York
$8.65M
2
MC
Muzinich & Co
New York
$16.7M
3
OAM
Oxford Asset Management
United Kingdom
$0
4
UBS Group
UBS Group
Switzerland
$5.65M
5
SP
Steelhead Partners
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +729 New
FCMT
127
Founders Capital Management (Texas)
Texas
$10K – – –
PSC
128
Prentiss Smith & Co
Vermont
$10K – – –
ASN
129
Advisory Services Network
Georgia
$7K +$1.47K +102 +27%
PG
130
Patten Group
Tennessee
$3K +$3K +200 New
LA
131
Legacy Advisors
Pennsylvania
$3K +$3K +258 New
NSIM
132
North Star Investment Management
Illinois
$2K – – –
PSW
133
Portfolio Strategies (Washington)
Washington
$2K – – –
WAS
134
Winch Advisory Services
Wisconsin
$2K – – –
WCAMG
135
Woodard & Company Asset Management Group
North Carolina
$2K +$2K +133 New
DAM
136
Delta Asset Management
Tennessee
$2K +$2K +166 New
RFA
137
Reilly Financial Advisors
California
$1K +$1K +100 New
OAM
138
Oxford Asset Management
United Kingdom
– -$2.42M -149,096 Closed
SP
139
Steelhead Partners
Washington
– -$1.18M -72,090 Closed
Barclays
140
Barclays
United Kingdom
– -$813K -49,533 Closed
DTL
141
Dynamic Technology Lab
Singapore
– -$753K -45,850 Closed
Mackenzie Financial
142
Mackenzie Financial
Ontario, Canada
– -$689K -41,992 Closed
CAN
143
Cetera Advisor Networks
California
– -$670K -40,675 Closed
MIG
144
Mariner Investment Group
New York
– -$469K -28,607 Closed
NFA
145
Nationwide Fund Advisors
Ohio
– -$390K -23,745 Closed
MIAN
146
Mariner Independent Advisor Network
Kansas
– -$297K -18,116 Closed
CIBC World Market
147
CIBC World Market
Ontario, Canada
– -$297K -18,081 Closed
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
– -$275K -16,775 Closed
TCM
149
Trafelet Capital Management
New York
– -$179K -10,933 Closed
VF
150
Virtu Financial
New York
– -$151K -9,190 Closed
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