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Oaktree Specialty Lending

195 hedge funds and large institutions have $475M invested in Oaktree Specialty Lending in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
70
Reduced
56
Closed
37
Calls
$955K
Puts
$596K
Net Calls
+$359K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$92.6K +$92.6K +6,061 New
CSC
152
Caldwell Sutter Capital
California
$87.9K +$19.1K +1,250 +28%
CAM
153
Close Asset Management
United Kingdom
$70K
MCM
154
MAI Capital Management
Ohio
$68.1K +$68.1K +4,457 New
SWM
155
Spire Wealth Management
Virginia
$68.1K +$68.1K +4,455 New
Citigroup
156
Citigroup
New York
$65.8K +$15K +980 +29%
HI
157
Harbour Investments
Wisconsin
$58.1K +$367 +24 +0.6%
CH
158
Canton Hathaway
Rhode Island
$44K +$44K +2,910 New
SNB
159
Security National Bank
Nebraska
$37.1K
Simplex Trading
160
Simplex Trading
Illinois
$36K -$156K -10,277 -81%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$30.1K -$42.1K -2,800 -58%
PP
162
PFS Partners
New Jersey
$29.6K
BF
163
BOK Financial
Oklahoma
$28.4K
NA
164
NewEdge Advisors
Louisiana
$25.2K +$1.53K +100 +6%
Optiver Holding
165
Optiver Holding
Netherlands
$22.3K +$4.98K +326 +29%
NFSG
166
Newbridge Financial Services Group
Florida
$21.3K
QL
167
Quarry LP
New York
$21K +$17.7K +1,157 +531%
TSMHT
168
Thurston Springer Miller Herd & Titak
Indiana
$17.9K +$5.52K +361 +45%
IA
169
IFP Advisors
Florida
$15.3K -$6.92K -453 -31%
CB
170
Community Bank
New York
$15.3K
FCMT
171
Founders Capital Management (Texas)
Texas
$15.3K
KTC
172
Kentucky Trust Company
Kentucky
$15.3K +$15.3K +1,000 New
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K +$8.33K +545 +222%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$11K +$6.47K +428 +143%
US Bancorp
175
US Bancorp
Minnesota
$10.2K