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Oaktree Specialty Lending
OCSL

Overview Fund Activity

197 hedge funds and large institutions have $1.28B invested in Oaktree Specialty Lending in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
38
Increased
71
Reduced
52
Closed
37
Calls
$460K
Puts
$11K
Net Calls
+$449K
Net Calls Change
+$214K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$787M
2
Millennium Management
2
Millennium Management
New York
$16.3M
3
HF
3
HRT Financial
New York
$2.48M
4
VanEck Associates
4
VanEck Associates
New York
$15.9M
5
C
5
Cliffwater
California
$13.7M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$5.58M
2
Invesco
2
Invesco
Georgia
$1.4M
3
ECM
3
Evergreen Capital Management
Washington
$0
4
RVPG
4
Relative Value Partners Group
$324K
5
ZCA
5
Zeke Capital Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
151
Lee Financial
Texas
$92.8K – – –
VWMG
152
Virginia Wealth Management Group
Virginia
$89.3K – – –
Fidelity Investments
153
Fidelity Investments
Massachusetts
$88.2K +$61.5K +2,983 +231%
AWA
154
Acorn Wealth Advisors
Michigan
$85K +$7.44K +362 +10%
FCH
155
Freestone Capital Holdings
Washington
$81.3K +$81.3K +3,945 New
PAG
156
Private Advisor Group
New Jersey
$81.3K +$81.3K +7,157 New
SI
157
Stephens Inc
Arkansas
$79.7K +$2.91K +141 +4%
SOS
158
Silver Oak Securities
Tennessee
$76K +$76K +3,683 New
FHC
159
First Heartland Consultants
Missouri
$75.7K – – –
SAM
160
Seelaus Asset Management
New Jersey
$75K – – –
OIA
161
OneDigital Investment Advisors
Kansas
$71.9K +$71.9K +3,487 New
ASN
162
Advisory Services Network
Georgia
$71.1K +$1.03K +50 +1%
GAM
163
Gotham Asset Management
New York
$70.8K -$14.6K -710 -17%
CA
164
Cetera Advisors
Colorado
$70.6K -$247 -12 -0.3%
KPWS
165
Kestra Private Wealth Services
Texas
$69K +$69K +3,348 New
CP
166
Castleview Partners
Texas
$64.2K +$64.2K +3,114 New
JMF
167
Johnson Midwest Financial
Iowa
$60K +$369 +18 +0.6%
ATC
168
Adirondack Trust Company
New York
$59.3K – – –
IA
169
IFP Advisors
Florida
$59K +$37.2K +2,416 +170%
TRCT
170
Tower Research Capital (TRC)
New York
$55K +$30.5K +1,484 +124%
US Bancorp
171
US Bancorp
Minnesota
$51.5K -$1.86K -90 -3%
PA
172
Parallel Advisors
California
$41.2K +$41.2K +2,000 New
Deutsche Bank
173
Deutsche Bank
Germany
$39.3K +$39.3K +1,907 New
SIS
174
Sound Income Strategies
Florida
$37.3K +$1.65K +80 +5%
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$37K +$37K +1,779 New
5 6
7
8 9