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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $551M invested in Oaktree Specialty Lending in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
25
Increased
71
Reduced
61
Closed
19
Calls
$3.71M
Puts
$996K
Net Calls
+$2.71M
Net Calls Change
+$1.85M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$35.5M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.5M
3
UBS AM
3
UBS AM
Illinois
$5.65M
4
PGH
4
Partners Group Holding
Switzerland
$14.5M
5
AM
5
Ares Management
California
$33.2M

Top Sellers

1
LC
1
Lindbrook Capital
California
$320K
2
GIM
2
Greenwich Investment Management
Connecticut
$1.77M
3
TFA
3
Trinity Financial Advisors
Ohio
$0
4
WIM
4
Waverton Investment Management
United Kingdom
$0
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
176
Macroview Investment Management
Maryland
$16.2K +$433 +23 +3%
Nomura Asset Management
177
Nomura Asset Management
Japan
$12K – – –
ME
178
McIlrath & Eck
Washington
$11.7K – – –
IAIM
179
International Assets Investment Management
Florida
$11.2K +$11.2K +593 New
RCM
180
Raleigh Capital Management
North Carolina
$9.69K -$1.88K -100 -16%
CA
181
CoreCap Advisors
Michigan
$6.26K – – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SIC
183
Salem Investment Counselors
North Carolina
$5.32K – – –
PP
184
PFS Partners
New Jersey
$5.19K – – –
WIA
185
Wetzel Investment Advisors
Indiana
$2.97K – – –
NSIM
186
North Star Investment Management
Illinois
$2.75K – – –
SRCM
187
Signature Resources Capital Management
California
$2.62K – – –
TFA
188
Toth Financial Advisory
Virginia
$2.54K – – –
SFC
189
Strategic Financial Concepts
Texas
$1.33K +$1.33K +24,194 New
AIC
190
Archer Investment Corporation
Indiana
$968 +$968 +51 New
PS
191
Principal Securities
Iowa
$846 – – –
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$616 – – –
HCP
193
Hexagon Capital Partners
Arkansas
$602 -$282 -15 -32%
WWP
194
WR Wealth Planners
Missouri
$602 – – –
HNB
195
Huntington National Bank
Ohio
$7 – – –
TFA
196
Trinity Financial Advisors
Ohio
– -$8.82M -448,873 Closed
WIM
197
Waverton Investment Management
United Kingdom
– -$7.82M -398,078 Closed
SWP
198
Significant Wealth Partners
Illinois
– -$4.01M -204,075 Closed
CCM
199
Condor Capital Management
New Jersey
– -$3.18M -161,880 Closed
BSG
200
Black Swift Group
Colorado
– -$1.86M -94,475 Closed
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