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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $589M invested in Oaktree Specialty Lending in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
29
Increased
73
Reduced
55
Closed
37
Calls
$3.53M
Puts
$2.67M
Net Calls
+$865K
Net Calls Change
-$883K

Top Buyers

1
MW
1
Melia Wealth
Oklahoma
$13.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CM
3
Cercano Management
Washington
$8.66M
4
AM
4
Ares Management
California
$29.7M
5
TWM
5
TMD Wealth Management
Arizona
$9.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.91M
3
Millennium Management
3
Millennium Management
New York
$2.17M
4
PGH
4
Partners Group Holding
Switzerland
$9.54M
5
RWM
5
Rezny Wealth Management
Florida
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$200K +$200K +10,185 New
FSG
152
Financial Strategies Group
Michigan
$197K +$197K +10,113 New
ECM
153
EMC Capital Management
Texas
$171K -$96.8K -4,934 -36%
Comerica Bank
154
Comerica Bank
Texas
$143K +$1.67K +85 +1%
NFSG
155
Newbridge Financial Services Group
Florida
$142K +$142K +7,220 New
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$104K +$104K +5,311 New
AF
157
Advisornet Financial
Minnesota
$97.8K -$2.46K -125 -2%
SS
158
Sunbelt Securities
Texas
$96.6K – – –
CAM
159
Close Asset Management
United Kingdom
$90K -$81.2K -4,150 -47%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$83.1K +$83.1K +4,300 New
US Bancorp
161
US Bancorp
Minnesota
$81.9K +$19.7K +1,000 +32%
CSC
162
Caldwell Sutter Capital
California
$73.7K +$73.7K +3,750 New
HI
163
Harbour Investments
Wisconsin
$69.2K +$216 +11 +0.3%
BL
164
BFSG LLC
California
$68.8K – – –
S
165
SignatureFD
Georgia
$50.5K +$39 +2 +0.1%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.4K +$33.9K +1,722 +967%
Macquarie Group
167
Macquarie Group
Australia
$28K – – –
SPIA
168
Steward Partners Investment Advisory
New York
$27.2K -$1.47K -75 -5%
TRCT
169
Tower Research Capital (TRC)
New York
$23.6K +$23.6K +1,202 New
FFL
170
Financial Freedom LLC
Ohio
$23.3K – – –
PI
171
PEAK6 Investments
Illinois
$21.7K +$21.7K +1,104 New
FCMT
172
Founders Capital Management (Texas)
Texas
$19.7K – – –
TSWM
173
Tyler-Stone Wealth Management
Ohio
$19.7K – – –
CB
174
Community Bank
New York
$19.7K – – –
Fidelity Investments
175
Fidelity Investments
Massachusetts
$18.5K -$98 -5 -0.5%
5 6
7
8 9