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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $589M invested in Oaktree Specialty Lending in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
29
Increased
73
Reduced
55
Closed
37
Calls
$3.53M
Puts
$2.67M
Net Calls
+$865K
Net Calls Change
-$883K

Top Buyers

1
MW
1
Melia Wealth
Oklahoma
$13.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CM
3
Cercano Management
Washington
$8.66M
4
AM
4
Ares Management
California
$29.7M
5
TWM
5
TMD Wealth Management
Arizona
$9.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.91M
3
Millennium Management
3
Millennium Management
New York
$2.17M
4
PGH
4
Partners Group Holding
Switzerland
$9.54M
5
RWM
5
Rezny Wealth Management
Florida
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
126
Nilsine Partners
Colorado
$324K – – –
CWM
127
Cornerstone Wealth Management
Missouri
$321K +$45.9K +2,337 +17%
MOS
128
MGO One Seven
Ohio
$295K -$109K -5,537 -27%
KA
129
Klingman & Associates
New York
$292K – – –
AWM
130
Accel Wealth Management
Iowa
$286K +$51.2K +2,602 +22%
IA
131
IFP Advisors
Florida
$285K +$14.5K +737 +5%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$268K +$8.2K +417 +3%
PFS
133
Prospera Financial Services
Texas
$263K -$477K -24,273 -64%
PGF
134
Plan Group Financial
Oklahoma
$262K +$262K +13,310 New
OC
135
Oppenheimer & Co
New York
$259K -$59.2K -3,009 -19%
Northern Trust
136
Northern Trust
Illinois
$259K -$25.2K -1,282 -9%
MLIC
137
Mandatum Life Insurance Company
Finland
$249K +$249K +12,642 New
MC
138
Moors & Cabot
Massachusetts
$242K – – –
AR
139
Advisory Research
Illinois
$239K +$7.14K +363 +3%
BC
140
Bridgefront Capital
Texas
$234K +$3.83K +195 +2%
CF
141
Centaurus Financial
California
$233K -$9.28K -472 -4%
HCA
142
Horan Capital Advisors
Ohio
$231K – – –
CCG
143
Catalina Capital Group
California
$228K -$16.8K -854 -7%
SIG
144
Stonegate Investment Group
Alabama
$226K +$226K +11,471 New
RFA
145
Register Financial Advisors
Georgia
$211K +$727 +37 +0.3%
ProShare Advisors
146
ProShare Advisors
Maryland
$210K +$210K +10,699 New
FFA
147
First Foundation Advisors
California
$208K – – –
Squarepoint
148
Squarepoint
New York
$203K -$215K -10,932 -51%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$203K -$53.1K -2,703 -21%
YIH
150
Y-Intercept (HK)
Hong Kong
$201K +$201K +10,240 New
4 5
6
7 8