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Oaktree Specialty Lending
OCSL

Overview Fund Activity

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

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$18.1M
2
Invesco
2
Invesco
Georgia
$13.4M
3
PMG
3
Private Management Group
California
$32.5M
4
JVBC
4
J.V. Bruni & Co
Colorado
$29.5M
5
Millennium Management
5
Millennium Management
New York
$5.88M

Top Sellers

1
HCA
1
Harbor Capital Advisors
Illinois
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.51M
4
TI
4
TrueMark Investments
Illinois
$0
5
BPA
5
Beacon Pointe Advisors
California
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
176
Hara Capital
Washington
$10.2K +$5.09K +333 +100%
S
177
SignatureFD
Georgia
$10.1K +$8.95K +586 +803%
AF
178
Advisornet Financial
Minnesota
$9.17K +$9.17K +600 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$8.94K -$4.05K -265 -31%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$7.2K +$7.2K +471 New
LI
181
LRI Investments
Florida
$7.03K +$245 +16 +4%
NSIM
182
North Star Investment Management
Illinois
$7.03K +$3.06K +200 +77%
AFG
183
Albion Financial Group
Utah
$5.73K +$5.73K +375 New
SIC
184
Salem Investment Counselors
North Carolina
$4.33K – – –
T
185
Transce3nd
Texas
$3.65K +$3.65K +239 New
HCP
186
Hexagon Capital Partners
Arkansas
$3.64K +$2.95K +193 +429%
WWP
187
WR Wealth Planners
Missouri
$2.58K +$2.09K +137 +428%
Bank Julius Baer & Co
188
Bank Julius Baer & Co
Switzerland
$2.52K +$237 +14 +10%
SWC
189
Spectrum Wealth Counsel
Indiana
$1.15K – – –
RDIA
190
RE Dickinson Investment Advisors
Iowa
$1K -$469K -2,344 -100%
AIC
191
Archer Investment Corporation
Indiana
$842 +$31 +2 +4%
MHIP
192
Mountain Hill Investment Partners
New Jersey
$458 +$458 +30 New
CIAM
193
Caitong International Asset Management
Hong Kong
$122 +$122 +8 New
TWC
194
TD Waterhouse Canada
Ontario, Canada
$15 – – –
HNB
195
Huntington National Bank
Ohio
$7 – – –
HCA
196
Harbor Capital Advisors
Illinois
– -$6.66M -408,612 Closed
RCM
197
Rivernorth Capital Management
Florida
– -$6.6M -404,537 Closed
TI
198
TrueMark Investments
Illinois
– -$4.7M -288,077 Closed
PAIM
199
Punch & Associates Investment Management
Minnesota
– -$3.24M -198,764 Closed
USCWA
200
U.S. Capital Wealth Advisors
Texas
– -$1.33M -81,535 Closed
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