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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 %
CIA
176
Cape Investment Advisory
Georgia
$39.1K +$39.1K +1,915 New
SPIA
177
Steward Partners Investment Advisory
New York
$29.8K – – –
Macquarie Group
178
Macquarie Group
Australia
$29K – – –
GWSG
179
GPS Wealth Strategies Group
Colorado
$24.9K – – –
FFL
180
Financial Freedom LLC
Ohio
$24.2K +$694 +34 +3%
FCMT
181
Founders Capital Management (Texas)
Texas
$20.4K – – –
TSWM
182
Tyler-Stone Wealth Management
Ohio
$20.4K +$20.4K +1,000 New
CB
183
Community Bank
New York
$20.4K – – –
Fidelity Investments
184
Fidelity Investments
Massachusetts
$19.4K +$82 +4 +0.4%
TWM
185
Tradition Wealth Management
Minnesota
$18K +$474 +23 +3%
MIM
186
Macroview Investment Management
Maryland
$16.7K +$449 +22 +3%
Nomura Asset Management
187
Nomura Asset Management
Japan
$13K – – –
ME
188
McIlrath & Eck
Washington
$12.7K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SIC
190
Salem Investment Counselors
North Carolina
$5.78K – – –
PP
191
PFS Partners
New Jersey
$5.64K – – –
EC
192
EntryPoint Capital
New York
$3.76K +$3.76K +184 New
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.64K +$3.64K +178 New
WIA
194
Wetzel Investment Advisors
Indiana
$3K +$3K +151 New
NSIM
195
North Star Investment Management
Illinois
$2.98K – – –
SRCM
196
Signature Resources Capital Management
California
$2.84K +$2.84K +139 New
TFA
197
Toth Financial Advisory
Virginia
$2.76K +$1.23K +60 +80%
RG
198
Retirement Group
California
$2.25K – – –
AWM
199
Abound Wealth Management
Tennessee
$1.33K +$1.33K +65 New
HCP
200
Hexagon Capital Partners
Arkansas
$960 +$960 +47 New
5 6 7
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