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Oaktree Specialty Lending
OCSL

Overview Fund Activity

184 hedge funds and large institutions have $512M invested in Oaktree Specialty Lending in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 54 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-13
Holders Change %
-6.6%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
47
Increased
75
Reduced
54
Closed
59
Calls
$2.05M
Puts
$1.62M
Net Calls
+$432K
Net Calls Change
-$17K

Top Buyers

1
PGH
Partners Group Holding
Switzerland
+$13M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$9.61M
3
Morgan Stanley
Morgan Stanley
New York
+$8.83M
4
ECM
Evergreen Capital Management
Washington
+$5.98M
5
VanEck Associates
VanEck Associates
New York
+$5.04M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.31M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.2M
3
C
Cliffwater
California
-$4.04M
4
WIM
Waverton Investment Management
United Kingdom
-$3.84M
5
BZWA
Blue Zone Wealth Advisors
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
151
Kistler-Tiffany Companies
Pennsylvania
$47.8K +$47.8K +2,549 New
US Bancorp
152
US Bancorp
Minnesota
$46.9K -$38 -2 -0.1%
TAM
153
Tucker Asset Management
Colorado
$40.7K +$40.7K +2,166 New
Deutsche Bank
154
Deutsche Bank
Germany
$37.5K +$1.67K +89 +5%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$33K -$19 -1 -0.1%
NFSG
156
Newbridge Financial Services Group
Florida
$32.4K +$6.25K +333 +24%
PA
157
Parallel Advisors
California
$28.5K -$9.09K -484 -24%
Macquarie Group
158
Macquarie Group
Australia
$27K -$19 -1 -0.1%
GWSG
159
GPS Wealth Strategies Group
Colorado
$22.9K +$22.9K +1,220 New
FFL
160
Financial Freedom LLC
Ohio
$20.4K +$563 +30 +3%
FCMT
161
Founders Capital Management (Texas)
Texas
$19K – – –
CB
162
Community Bank
New York
$18.8K +$18.8K +1,000 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$17.7K -$62.6K -3,334 -78%
MIM
164
Macroview Investment Management
Maryland
$16.7K +$16.7K +890 New
TWM
165
Tradition Wealth Management
Minnesota
$15K +$373 +20 +3%
QL
166
Quarry LP
New York
$14.4K +$12.4K +658 +598%
AWM
167
Accel Wealth Management
Iowa
$13.1K +$13.1K +700 New
Nomura Asset Management
168
Nomura Asset Management
Japan
$13.1K -$1.61K -86 -11%
ME
169
McIlrath & Eck
Washington
$11.7K +$11.7K +621 New
DFCM
170
Dark Forest Capital Management
Puerto Rico
$8.73K +$6.27K +334 +255%
AIP
171
Ahrens Investment Partners
Louisiana
$6.25K +$6.25K +333 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$6K -$20 -1 -0.3%
NSIM
173
North Star Investment Management
Illinois
$5.86K -$19 -1 -0.3%
SIC
174
Salem Investment Counselors
North Carolina
$5.31K – – –
PP
175
PFS Partners
New Jersey
$5.18K – – –
5 6
7
8 9