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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $570M invested in Oaktree Specialty Lending in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
21
Increased
73
Reduced
53
Closed
15
Calls
$2.76M
Puts
$324K
Net Calls
+$2.44M
Net Calls Change
+$472K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.9M
2
TFA
2
Trinity Financial Advisors
Ohio
$4.73M
3
ACM
3
Advisors Capital Management
New Jersey
$4.63M
4
TWM
4
TMD Wealth Management
Arizona
$4.33M
5
SAM
5
Simplify Asset Management
Nevada
$3.78M

Top Sellers

1
LC
1
Lindbrook Capital
California
$19.1M
2
GCM
2
Greenland Capital Management
New York
$489K
3
PMG
3
Private Management Group
California
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$946K
5
CP
5
Clayton Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
126
Daniel L. Goodwin
$316K +$54.3K +2,700 +21%
Creative Planning
127
Creative Planning
Kansas
$310K +$310K +15,386 New
KA
128
Klingman & Associates
New York
$299K +$299K +14,850 New
OC
129
Oppenheimer & Co
New York
$294K +$11.8K +584 +4%
ECM
130
EMC Capital Management
Texas
$275K -$429K -21,314 -61%
IA
131
IFP Advisors
Florida
$271K -$19.9K -987 -7%
JHCP
132
Jackson Hole Capital Partners
Oklahoma
$270K – – –
FFA
133
First Foundation Advisors
California
$261K – – –
AWM
134
Apollon Wealth Management
South Carolina
$260K +$6.78K +337 +3%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$259K +$7.04K +350 +3%
MC
136
Moors & Cabot
Massachusetts
$248K +$201 +10 +0.1%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$245K +$2.7K +134 +1%
CWM
138
Cornerstone Wealth Management
Missouri
$245K +$3.32K +165 +1%
HCA
139
Horan Capital Advisors
Ohio
$237K +$237K +11,757 New
CA
140
Cetera Advisors
Colorado
$236K +$236K +11,741 New
AP
141
Americana Partners
Texas
$236K +$236K +11,736 New
NW
142
Naviter Wealth
Arkansas
$232K – – –
MML Investors Services
143
MML Investors Services
Massachusetts
$227K – – –
RFA
144
Register Financial Advisors
Georgia
$215K -$11.4K -566 -5%
PWM
145
Perigon Wealth Management
California
$213K +$213K +10,574 New
EFS
146
Essex Financial Services
Connecticut
$212K – – –
SW
147
SVB Wealth
Massachusetts
$207K -$26.9K -1,336 -11%
ProShare Advisors
148
ProShare Advisors
Maryland
$207K -$40.8K -2,029 -16%
Comerica Bank
149
Comerica Bank
Texas
$163K +$163K +8,126 New
CAM
150
Close Asset Management
United Kingdom
$161K – – –
4 5
6
7 8