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Oaktree Specialty Lending
OCSL

Overview Fund Activity

200 hedge funds and large institutions have $621M invested in Oaktree Specialty Lending in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
26
Increased
82
Reduced
57
Closed
14
Calls
$1.17M
Puts
$1K
Net Calls
+$1.17M
Net Calls Change
+$618K

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$28.5M
2
Morgan Stanley
Morgan Stanley
New York
$18.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.1M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$12.4M
5
OCM
Oaktree Capital Management
California
$37M

Top Sellers

1
RRAM
River Road Asset Management
Kentucky
$0
2
PMG
Private Management Group
California
$26.8M
3
RCM
Rivernorth Capital Management
Florida
$2.14M
4
TG
TCW Group
California
$492K
5
AM
Ares Management
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
151
Welch & Forbes
Massachusetts
$108K +$108K +4,903 New
CIBC Asset Management
152
CIBC Asset Management
Ontario, Canada
$103K – – –
CP
153
CenterBook Partners
Connecticut
$103K +$103K +4,674 New
KPW
154
Kore Private Wealth
New York
$99K +$99K +4,467 New
AWS
155
Atria Wealth Solutions
New York
$98K +$98K +4,446 New
SI
156
Stephens Inc
Arkansas
$97K – – –
SC
157
Scotia Capital
Ontario, Canada
$93K +$464 +21 +0.5%
BSW
158
Buckingham Strategic Wealth
Missouri
$92K -$25.7K -1,166 -22%
FCI
159
Financial Counselors Inc
Kansas
$88K – – –
VWMG
160
Virginia Wealth Management Group
Virginia
$88K – – –
SAM
161
Seelaus Asset Management
New Jersey
$80K – – –
APWA
162
Atlas Private Wealth Advisors
New Jersey
$79K -$49.5K -2,228 -39%
MML Investors Services
163
MML Investors Services
Massachusetts
$79K +$4.97K +224 +7%
SIA
164
Schechter Investment Advisors
Michigan
$77K -$22.1K -1,000 -22%
SBIA
165
Sheaff Brock Investment Advisors
Indiana
$77K – – –
HCM
166
Hilton Capital Management
New York
$76K – – –
CAN
167
Cetera Advisor Networks
California
$75K +$287 +13 +0.4%
CA
168
Cetera Advisors
Colorado
$75K +$443 +20 +0.6%
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$69K -$4.7K -213 -6%
JMF
170
Johnson Midwest Financial
Iowa
$64K +$311 +14 +0.5%
KTC
171
Kistler-Tiffany Companies
Pennsylvania
$56K +$56K +2,550 New
GWSG
172
GPS Wealth Strategies Group
Colorado
$34K – – –
NFSG
173
Newbridge Financial Services Group
Florida
$31K – – –
Fidelity Investments
174
Fidelity Investments
Massachusetts
$31K +$31K +1,423 New
FCMT
175
Founders Capital Management (Texas)
Texas
$22K – – –
5 6
7
8 9