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Oaktree Specialty Lending
OCSL

Overview Fund Activity

143 hedge funds and large institutions have $418M invested in Oaktree Specialty Lending in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
143
Holders Change
+12
Holders Change %
+9.16%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
25
Increased
55
Reduced
36
Closed
11
Calls
$187K
Puts
$202K
Net Calls
-$15K
Net Calls Change
-$260K

Top Buyers

1
AM
1
Ares Management
California
$11M
2
BZWA
2
Blue Zone Wealth Advisors
California
$3.1M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$2.75M
4
CAM
4
Claret Asset Management
Quebec, Canada
$11.7M
5
VanEck Associates
5
VanEck Associates
New York
$10.7M

Top Sellers

1
SCM
1
Springhouse Capital Management
Connecticut
$7.04M
2
RCM
2
Radcliffe Capital Management
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$1.34M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.42M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
151
Simplex Trading
Illinois
– -$3K -274 Closed
WAS
152
Winch Advisory Services
Wisconsin
– -$2K -115 Closed
AA
153
Advisory Alpha
Michigan
– -$1K -74 Closed
CPW
154
Catalyst Private Wealth
California
– -$1K -70 Closed
3 4 5 6
7