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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$47.6M
2
Two Sigma Investments
Two Sigma Investments
New York
$5.91M
3
Millennium Management
Millennium Management
New York
$2.17M
4
PGH
Partners Group Holding
Switzerland
$9.54M
5
RWM
Rezny Wealth Management
Florida
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
176
Macroview Investment Management
Maryland
$16.5K +$432 +22 +3%
First Manhattan
177
First Manhattan
New York
$14.6K -$1.07M -54,514 -99%
Nomura Asset Management
178
Nomura Asset Management
Japan
$12.6K – – –
ME
179
McIlrath & Eck
Washington
$12.2K – – –
RCM
180
Raleigh Capital Management
North Carolina
$12.1K +$12.1K +615 New
RG
181
Retirement Group
California
$11.4K +$9.24K +470 +427%
CA
182
CoreCap Advisors
Michigan
$6.55K +$6.55K +333 New
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SIC
184
Salem Investment Counselors
North Carolina
$5.56K – – –
PP
185
PFS Partners
New Jersey
$5.43K – – –
CIA
186
Cape Investment Advisory
Georgia
$3.22K -$34.4K -1,751 -91%
WIA
187
Wetzel Investment Advisors
Indiana
$2.94K – – –
NSIM
188
North Star Investment Management
Illinois
$2.87K – – –
SRCM
189
Signature Resources Capital Management
California
$2.84K – – –
TFA
190
Toth Financial Advisory
Virginia
$2.66K – – –
HCP
191
Hexagon Capital Partners
Arkansas
$924 – – –
PS
192
Principal Securities
Iowa
$885 – – –
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$637 – – –
WWP
194
WR Wealth Planners
Missouri
$629 +$629 +32 New
FIA
195
FNY Investment Advisers
New York
$100 +$100 +5,100 New
HNB
196
Huntington National Bank
Ohio
$7 – – –
EP
197
EPIQ Partners
Minnesota
– -$4.15M -203,204 Closed
SAM
198
Simplify Asset Management
Nevada
– -$3.3M -161,510 Closed
ECM
199
ExodusPoint Capital Management
New York
– -$2.14M -104,746 Closed
CCP
200
Carmel Capital Partners
California
– -$1.63M -79,779 Closed
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