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Oaktree Specialty Lending
OCSL

Overview Fund Activity

200 hedge funds and large institutions have $621M invested in Oaktree Specialty Lending in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
26
Increased
82
Reduced
57
Closed
14
Calls
$1.17M
Puts
$1K
Net Calls
+$1.17M
Net Calls Change
+$618K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$28.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12.4M
5
OCM
5
Oaktree Capital Management
California
$37M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
PMG
2
Private Management Group
California
$26.8M
3
RCM
3
Rivernorth Capital Management
Florida
$2.14M
4
TG
4
TCW Group
California
$492K
5
AM
5
Ares Management
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
126
Valeo Financial Advisors
Indiana
$200K +$77.9K +5,312 +64%
IFWM
127
Institute for Wealth Management
Colorado
$187K +$187K +8,467 New
CIBC World Market
128
CIBC World Market
Ontario, Canada
$177K +$18.9K +855 +12%
EFS
129
Essex Financial Services
Connecticut
$174K +$36.8K +1,666 +27%
GC
130
Grimes & Company
Massachusetts
$172K – – –
Victory Capital Management
131
Victory Capital Management
Texas
$164K -$2.72K -127 -2%
MWM
132
Madison Wealth Management
Ohio
$149K +$149K +6,733 New
CCM
133
Cohen Capital Management
California
$148K – – –
GLA
134
Good Life Advisors
Pennsylvania
$141K -$19.9K -899 -12%
MWM
135
Mission Wealth Management
California
$141K – – –
Bank of America
136
Bank of America
North Carolina
$134K +$1.43K +65 +1%
FRM
137
Fox Run Management
Connecticut
$134K +$134K +6,057 New
QT
138
Quantbot Technologies
New York
$133K +$133K +6,027 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$132K -$56.7K -2,555 -30%
IAN
140
Integrated Advisors Network
Texas
$132K -$2.3K -104 -2%
MFG
141
Magnus Financial Group
New York
$129K +$66 +3 +0.1%
US Bancorp
142
US Bancorp
Minnesota
$129K +$40.4K +1,833 +46%
GAMC
143
Garner Asset Management Corp
Texas
$123K -$10.2K -460 -8%
CCA
144
Childress Capital Advisors
Texas
$121K – – –
YIH
145
Y-Intercept (HK)
Hong Kong
$121K +$121K +5,484 New
DC
146
Davenport & Co
Virginia
$119K – – –
SWM
147
Spire Wealth Management
Virginia
$118K -$39.8K -1,805 -25%
SW
148
SVB Wealth
Massachusetts
$118K +$118K +5,335 New
DTL
149
Dynamic Technology Lab
Singapore
$115K +$115K +5,185 New
WJA
150
Willis Johnson & Associates
Texas
$113K +$3.23K +146 +3%
4 5
6
7 8