OCSL icon

Oaktree Specialty Lending
OCSL

Overview Fund Activity

204 hedge funds and large institutions have $654M invested in Oaktree Specialty Lending in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+18
Holders Change %
+9.68%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
90
Reduced
44
Closed
18
Calls
$3.19M
Puts
$1.44M
Net Calls
+$1.75M
Net Calls Change
-$692K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$85.7M
2
Two Sigma Investments
Two Sigma Investments
New York
$15M
3
TFA
Trinity Financial Advisors
Ohio
$9.9M
4
Osaic Holdings
Osaic Holdings
Arizona
$6.2M
5
Millennium Management
Millennium Management
New York
$8.58M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.47M
2
Goldman Sachs
Goldman Sachs
New York
$519K
3
LC
Lindbrook Capital
California
$15.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$881K
5
PGH
Partners Group Holding
Switzerland
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
151
XTX Topco
Cayman Islands
$250K +$250K +12,259 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$248K -$190K -9,314 -43%
AWM
153
Accel Wealth Management
Iowa
$244K +$244K +11,952 New
AR
154
Advisory Research
Illinois
$241K -$994K -48,654 -80%
HCA
155
Horan Capital Advisors
Ohio
$240K – – –
AP
156
Americana Partners
Texas
$240K – – –
BC
157
Bridgefront Capital
Texas
$239K +$239K +11,686 New
AA
158
Aire Advisors
California
$235K +$235K +11,494 New
TWC
159
TD Waterhouse Canada
Ontario, Canada
$233K +$233K +11,085 +1,108,500%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$225K +$225K +11,000 New
MML Investors Services
161
MML Investors Services
Massachusetts
$221K -$9.14K -448 -4%
RFA
162
Register Financial Advisors
Georgia
$219K +$796 +39 +0.4%
FFA
163
First Foundation Advisors
California
$216K -$48.8K -2,390 -18%
Group One Trading
164
Group One Trading
Illinois
$199K +$199K +9,766 New
CAM
165
Close Asset Management
United Kingdom
$179K +$15.3K +750 +9%
Comerica Bank
166
Comerica Bank
Texas
$147K -$18.9K -926 -11%
AF
167
Advisornet Financial
Minnesota
$104K +$18.4K +900 +21%
SS
168
Sunbelt Securities
Texas
$100K -$25.1K -1,227 -20%
LF
169
Lee Financial
Texas
$92K – – –
HI
170
Harbour Investments
Wisconsin
$71.6K +$245 +12 +0.3%
BL
171
BFSG LLC
California
$71.5K +$71.5K +3,499 New
US Bancorp
172
US Bancorp
Minnesota
$64.7K +$51.1K +2,500 +375%
S
173
SignatureFD
Georgia
$52.4K +$41 +2 +0.1%
ASN
174
Advisory Services Network
Georgia
$49K +$49K +2,399 New
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$40.8K +$40.8K +1,997 New
5 6
7
8 9