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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.

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 %
SAM
201
Strategic Asset Management
Minnesota
$10K – – –
BBPWM
202
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
Nomura Asset Management
203
Nomura Asset Management
Japan
$8.84K +$8.84K +450 New
AIP
204
Ahrens Investment Partners
Louisiana
$7K – – –
NSIM
205
North Star Investment Management
Illinois
$6K – – –
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
RG
207
Retirement Group
California
$4K +$2.01K +111 +101%
SPIA
208
Steward Partners Investment Advisory
New York
$3K -$172K -10,130 -98%
JPLA
209
Joseph P. Lucia & Associates
New York
$3K – – –
WFA
210
West Financial Advisors
Iowa
$1K +$1K +33 New
UWM
211
Urban Wealth Management
California
$1K +$1K +67 New
KCM
212
Kennedy Capital Management
Missouri
– -$5.41M -244,740 Closed
HF
213
HRT Financial
New York
– -$1.24M -55,940 Closed
CANY
214
Caxton Associates (New York)
New York
– -$859K -38,869 Closed
IMPI
215
Ilmarinen Mutual Pension Insurance
Finland
– -$590K -26,694 Closed
SSA
216
Schonfeld Strategic Advisors
New York
– -$338K -15,267 Closed
MW
217
Marcum Wealth
Ohio
– -$295K -13,333 Closed
SS
218
Simplicity Solutions
Minnesota
– -$283K -12,801 Closed
CBFP
219
Cedar Brook Financial Partners
Ohio
– -$246K -11,105 Closed
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
– -$201K -8,967 Closed
GC
221
Grimes & Company
Massachusetts
– -$172K -7,785 Closed
YIH
222
Y-Intercept (HK)
Hong Kong
– -$121K -5,484 Closed
DTL
223
Dynamic Technology Lab
Singapore
– -$115K -5,185 Closed
WF
224
Welch & Forbes
Massachusetts
– -$108K -4,903 Closed
AWS
225
Atria Wealth Solutions
New York
– -$98K -4,446 Closed
6 7 8
9
10