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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $475M invested in Oaktree Specialty Lending in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
70
Reduced
56
Closed
37
Calls
$955K
Puts
$596K
Net Calls
+$359K
Net Calls Change
+$188K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$18.1M
2
Invesco
2
Invesco
Georgia
$13.4M
3
PMG
3
Private Management Group
California
$32.5M
4
JVBC
4
J.V. Bruni & Co
Colorado
$29.5M
5
Millennium Management
5
Millennium Management
New York
$5.88M

Top Sellers

1
HCA
1
Harbor Capital Advisors
Illinois
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.51M
4
TI
4
TrueMark Investments
Illinois
$0
5
BPA
5
Beacon Pointe Advisors
California
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$264K -$12.2K -800 -4%
LC
127
Lindbrook Capital
California
$260K -$15 -1 -0%
RPCA
128
Running Point Capital Advisors
California
$260K +$260K +17,000 New
NP
129
Nilsine Partners
Colorado
$251K – – –
GT
130
Glenview Trust
Kentucky
$247K -$210K -13,752 -46%
FRM
131
Fox Run Management
Connecticut
$237K +$83.6K +5,471 +54%
ProShare Advisors
132
ProShare Advisors
Maryland
$228K +$32.5K +2,124 +17%
CWM
133
Cornerstone Wealth Management
Missouri
$217K -$24.9K -1,629 -10%
SIMG
134
Sonora Investment Management Group
Arizona
$209K +$209K +13,700 New
Corient Private Wealth
135
Corient Private Wealth
Florida
$193K +$97.9K +29,502 +103%
BL
136
BFSG LLC
California
$192K +$65.7K +4,300 +52%
MC
137
Moors & Cabot
Massachusetts
$189K +$244 +16 +0.1%
CANY
138
Caxton Associates (New York)
New York
$184K – – –
RFA
139
Register Financial Advisors
Georgia
$180K -$23.6K -1,543 -12%
HCA
140
Horan Capital Advisors
Ohio
$180K – – –
OAM
141
Oxford Asset Management
United Kingdom
$178K +$178K +11,676 New
SIG
142
Stonegate Investment Group
Alabama
$175K – – –
IFWM
143
Institute for Wealth Management
Colorado
$173K -$7.64K -500 -4%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$172K +$5.55K +363 +3%
KFA
145
Kelleher Financial Advisors
New York
$164K +$164K +10,700 New
MCI
146
MRP Capital Investments
Georgia
$163K -$87.8K -5,747 -35%
FFA
147
First Foundation Advisors
California
$161K – – –
ECM
148
EMC Capital Management
Texas
$133K +$46.2K +3,026 +53%
SG Americas Securities
149
SG Americas Securities
New York
$106K +$106K +6,965 New
SS
150
Sunbelt Securities
Texas
$95.5K +$365 +24 +0.4%
4 5
6
7 8