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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 %
TG
201
TCW Group
California
– -$1.59M -78,040 Closed
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
– -$1.47M -71,992 Closed
PCM
203
Prelude Capital Management
New York
– -$1.19M -58,460 Closed
QT
204
Quantbot Technologies
New York
– -$1.01M -49,628 Closed
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
– -$881K -43,134 Closed
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
– -$792K -38,808 Closed
ACM
207
Aquatic Capital Management
Illinois
– -$762K -37,300 Closed
MA
208
Mutual Advisors
Nebraska
– -$625K -30,629 Closed
HF
209
HRT Financial
New York
– -$546K -26,769 Closed
WG
210
Winton Group
United Kingdom
– -$527K -25,817 Closed
Goldman Sachs
211
Goldman Sachs
New York
– -$519K -25,424 Closed
MCP
212
Mirador Capital Partners
California
– -$495K -24,245 Closed
AIM
213
Aigen Investment Management
New York
– -$483K -23,630 Closed
BFG
214
Bouchey Financial Group
New York
– -$468K -22,932 Closed
MCI
215
MRP Capital Investments
Georgia
– -$403K -19,733 Closed
WC
216
Waterloo Capital
Texas
– -$401K -19,613 Closed
Simplex Trading
217
Simplex Trading
Illinois
– -$351K -17,223 Closed
XT
218
XTX Topco
Cayman Islands
– -$250K -12,259 Closed
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
– -$248K -12,149 Closed
AP
220
Americana Partners
Texas
– -$240K -11,736 Closed
AA
221
Aire Advisors
California
– -$235K -11,494 Closed
BFEC
222
Benjamin F. Edwards & Company
Missouri
– -$225K -11,000 Closed
MML Investors Services
223
MML Investors Services
Massachusetts
– -$221K -10,834 Closed
Group One Trading
224
Group One Trading
Illinois
– -$199K -9,766 Closed
LF
225
Lee Financial
Texas
– -$92K -4,503 Closed
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