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Oaktree Specialty Lending
OCSL

Overview Fund Activity

197 hedge funds and large institutions have $1.28B invested in Oaktree Specialty Lending in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
38
Increased
71
Reduced
52
Closed
37
Calls
$460K
Puts
$11K
Net Calls
+$449K
Net Calls Change
+$214K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$787M
2
Millennium Management
2
Millennium Management
New York
$16.3M
3
HF
3
HRT Financial
New York
$2.48M
4
VanEck Associates
4
VanEck Associates
New York
$15.9M
5
C
5
Cliffwater
California
$13.7M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$5.58M
2
Invesco
2
Invesco
Georgia
$1.4M
3
ECM
3
Evergreen Capital Management
Washington
$0
4
RVPG
4
Relative Value Partners Group
$324K
5
ZCA
5
Zeke Capital Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
126
Valeo Financial Advisors
Indiana
$172K – – –
CCM
127
Cohen Capital Management
California
$148K +$4.04K +196 +3%
CSS
128
Cubist Systematic Strategies
Connecticut
$146K +$27.9K +1,356 +24%
GC
129
Grimes & Company
Massachusetts
$142K +$142K +6,876 New
Goldman Sachs
130
Goldman Sachs
New York
$139K +$139K +6,735 New
MWM
131
Madison Wealth Management
Ohio
$139K – – –
TI
132
Trexquant Investment
Connecticut
$135K +$135K +6,528 New
CW
133
CreativeOne Wealth
Kansas
$134K +$134K +6,507 New
CGA
134
Crescent Grove Advisors
Illinois
$132K +$39.4K +1,913 +42%
Victory Capital Management
135
Victory Capital Management
Texas
$132K -$62 -3 -0%
SSA
136
Schonfeld Strategic Advisors
New York
$130K +$130K +6,300 New
MFG
137
Magnus Financial Group
New York
$120K -$536 -26 -0.4%
CA
138
Calton & Associates
Florida
$118K +$2.7K +131 +2%
WJA
139
Willis Johnson & Associates
Texas
$118K +$2.31K +112 +2%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$117K +$453 +22 +0.4%
CAN
141
Cetera Advisor Networks
California
$116K +$18K +871 +18%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$115K +$115K +5,600 New
KAS
143
Kestra Advisory Services
Texas
$114K +$4.12K +200 +4%
NA
144
NewEdge Advisors
Louisiana
$114K +$114K +5,510 New
XT
145
XTX Topco
Cayman Islands
$108K -$80.2K -3,890 -43%
GAMC
146
Garner Asset Management Corp
Texas
$108K -$4.49K -217 -4%
GLA
147
Good Life Advisors
Pennsylvania
$108K – – –
BRWA
148
B. Riley Wealth Advisors
Florida
$107K +$721 +35 +0.7%
MCM
149
MAI Capital Management
Ohio
$107K – – –
BA
150
Bard Associates
Illinois
$102K – – –
4 5
6
7 8