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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $570M invested in Oaktree Specialty Lending in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
21
Increased
73
Reduced
53
Closed
15
Calls
$2.76M
Puts
$324K
Net Calls
+$2.44M
Net Calls Change
+$472K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.9M
2
TFA
2
Trinity Financial Advisors
Ohio
$4.73M
3
ACM
3
Advisors Capital Management
New Jersey
$4.63M
4
TWM
4
TMD Wealth Management
Arizona
$4.33M
5
SAM
5
Simplify Asset Management
Nevada
$3.78M

Top Sellers

1
LC
1
Lindbrook Capital
California
$19.1M
2
GCM
2
Greenland Capital Management
New York
$489K
3
PMG
3
Private Management Group
California
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$946K
5
CP
5
Clayton Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
151
Quantbot Technologies
New York
$144K -$131K -6,511 -48%
ACM
152
Adalta Capital Management
New York
$137K +$30.6K +1,525 +29%
SS
153
Sunbelt Securities
Texas
$124K -$114K -5,648 -48%
AI
154
AXS Investments
New York
$121K +$121K +6,000 New
ACM
155
Aquatic Capital Management
Illinois
$115K -$7.86K -390 -6%
LF
156
Lee Financial
Texas
$90.6K – – –
AF
157
Advisornet Financial
Minnesota
$84.5K +$69.4K +3,450 +460%
NFSG
158
Newbridge Financial Services Group
Florida
$80K +$35.2K +1,750 +79%
HI
159
Harbour Investments
Wisconsin
$70.3K – – –
JMF
160
Johnson Midwest Financial
Iowa
$58.9K – – –
S
161
SignatureFD
Georgia
$51.6K +$20 +1 +0%
Toronto Dominion Bank
162
Toronto Dominion Bank
Ontario, Canada
$35.8K – – –
SPIA
163
Steward Partners Investment Advisory
New York
$29.4K -$322K -15,990 -92%
Macquarie Group
164
Macquarie Group
Australia
$29K – – –
GWSG
165
GPS Wealth Strategies Group
Colorado
$24.5K – – –
FFL
166
Financial Freedom LLC
Ohio
$23.2K +$624 +31 +3%
FCMT
167
Founders Capital Management (Texas)
Texas
$20.1K – – –
CB
168
Community Bank
New York
$20.1K – – –
Fidelity Investments
169
Fidelity Investments
Massachusetts
$19K -$20 -1 -0.1%
TWM
170
Tradition Wealth Management
Minnesota
$17K +$479 +24 +3%
MIM
171
Macroview Investment Management
Maryland
$16K +$4.08K +203 +34%
QL
172
Quarry LP
New York
$13.7K -$262 -13 -2%
US Bancorp
173
US Bancorp
Minnesota
$13.4K -$36.9K -1,832 -73%
Nomura Asset Management
174
Nomura Asset Management
Japan
$12.9K -$10.1K -500 -44%
ME
175
McIlrath & Eck
Washington
$12.5K – – –
5 6
7
8 9