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Oaktree Specialty Lending
OCSL

Overview Fund Activity

171 hedge funds and large institutions have $539M invested in Oaktree Specialty Lending in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
41
Increased
73
Reduced
30
Closed
12
Calls
$1.77M
Puts
$145K
Net Calls
+$1.63M
Net Calls Change
+$1.64M

Top Buyers

1
AM
1
Ares Management
California
$25.4M
2
LC
2
Lindbrook Capital
California
$11.9M
3
PMG
3
Private Management Group
California
$37.5M
4
CS
4
Credit Suisse
Switzerland
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
SCM
1
Springhouse Capital Management
Connecticut
$3.29M
2
SFA
2
Sequoia Financial Advisors
Ohio
$181K
3
TG
3
TCW Group
California
$7.71M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$585K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
SDWIA
126
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$96K 15,528 – –
Ameriprise
127
Ameriprise
Minnesota
$94K 15,166 +15,166 New
DC
128
Davenport & Co
Virginia
$93K 15,000 – –
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$91K 14,715 +14,715 New
CCA
130
Childress Capital Advisors
Texas
$83K 13,500 +13,500 New
SI
131
Stephens Inc
Arkansas
$82K 13,190 +13,190 New
CAM
132
Cresset Asset Management
Illinois
$79K 12,711 +12,711 New
FIA
133
FNY Investment Advisers
New York
$78K 12,676 +7,619 +151%
BSW
134
Buckingham Strategic Wealth
Missouri
$78K 12,500 +12,500 New
SC
135
Scotia Capital
Ontario, Canada
$78K 12,554 +12,554 New
JF
136
Jump Financial
Illinois
$75K 12,100 +12,100 New
FCI
137
Financial Counselors Inc
Kansas
$74K 11,905 – –
BCM
138
Brookstone Capital Management
Illinois
$73K 11,849 +11,849 New
HI
139
Harbour Investments
Wisconsin
$70K 11,275 +11,275 New
Squarepoint
140
Squarepoint
New York
$68K 10,953 -5,381 -33%
OC
141
Oppenheimer & Co
New York
$68K 11,077 +11,077 New
SBIA
142
Sheaff Brock Investment Advisors
Indiana
$65K 10,450 – –
RJT
143
Raymond James Trust
Florida
$64K 10,266 -230 -2%
HCM
144
Hilton Capital Management
New York
$64K 10,335 – –
NFSG
145
Newbridge Financial Services Group
Florida
$55K 8,824 +7,670 +665%
JMF
146
Johnson Midwest Financial
Iowa
$53K 8,478 +2,708 +47%
LB
147
Legacy Bridge
Iowa
$51K 8,147 +2,647 +48%
TCWM
148
Total Clarity Wealth Management
Illinois
$46K 7,450 +7,450 New
Macquarie Group
149
Macquarie Group
Australia
$27K 4,293 – –
GWM
150
Geneos Wealth Management
Colorado
$23K 3,588 – –
4 5
6
7 8