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Oaktree Specialty Lending
OCSL

Overview Fund Activity

213 hedge funds and large institutions have $541M invested in Oaktree Specialty Lending in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+13
Holders Change %
+6.5%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
36
Increased
93
Reduced
47
Closed
23
Calls
$460K
Puts
$291K
Net Calls
+$169K
Net Calls Change
-$996K

Top Buyers

1
LC
1
Lindbrook Capital
California
$24.2M
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$4.57M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$15.4M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$14.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.12M

Top Sellers

1
CF
1
Centaurus Financial
California
$287K
2
VanEck Associates
2
VanEck Associates
New York
$14.3M
3
Millennium Management
3
Millennium Management
New York
$12.3M
4
AM
4
Ares Management
California
$24.2M
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
176
Cetera Advisor Networks
California
$67K +$334 +17 +0.5%
CA
177
Cetera Advisors
Colorado
$67K +$472 +24 +0.7%
ACM
178
Aquatic Capital Management
Illinois
$64K +$64K +3,267 New
JMF
179
Johnson Midwest Financial
Iowa
$57K +$315 +16 +0.6%
ATC
180
Adirondack Trust Company
New York
$57K +$44.4K +2,242 +353%
PHK
181
Point72 Hong Kong
Hong Kong
$54K +$54K +2,726 New
SWM
182
Spire Wealth Management
Virginia
$53K -$51.7K -2,645 -49%
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$50K – – –
GWSG
184
GPS Wealth Strategies Group
Colorado
$35K +$5.24K +270 +18%
PI
185
PEAK6 Investments
Illinois
$34.1K +$34.1K +585 New
SWM
186
SeaCrest Wealth Management
New York
$33K +$33K +1,692 New
Fidelity Investments
187
Fidelity Investments
Massachusetts
$28K -$298 -15 -1%
Macquarie Group
188
Macquarie Group
Australia
$28K – – –
NFSG
189
Newbridge Financial Services Group
Florida
$27K – – –
Lazard Asset Management
190
Lazard Asset Management
New York
$25K +$25K +1,322 New
FCMT
191
Founders Capital Management (Texas)
Texas
$20K – – –
IA
192
IFP Advisors
Florida
$19K – – –
SWM
193
Selective Wealth Management
Virginia
$19K – – –
CFGS
194
Concourse Financial Group Securities
Alabama
$18K – – –
COCM
195
Charter Oak Capital Management
New Hampshire
$17K – – –
SIC
196
Salem Investment Counselors
North Carolina
$17K +$11.5K +584 +206%
GWM
197
Geneos Wealth Management
Colorado
$16K +$57 +3 +0.4%
TWM
198
Tradition Wealth Management
Minnesota
$15K – – –
SIS
199
Sound Income Strategies
Florida
$15K +$11.3K +583 +307%
MIM
200
Macroview Investment Management
Maryland
$14K +$14K +712 New
6 7
8
9 10