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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 hedge funds and large institutions have $445M invested in Oaktree Specialty Lending in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
65
Reduced
60
Closed
33
Calls
$1.54M
Puts
$1.37M
Net Calls
+$171K
Net Calls Change
-$2.54M

Top Buyers

1
PMG
1
Private Management Group
California
$23M
2
RCM
2
Rivernorth Capital Management
Florida
$6.6M
3
HCA
3
Harbor Capital Advisors
Illinois
$6.66M
4
CAM
4
Claret Asset Management
Quebec, Canada
$24.2M
5
AM
5
Ares Management
California
$32.3M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$0
2
CM
2
Cercano Management
Washington
$2.94M
3
UBS AM
3
UBS AM
Illinois
$0
4
ECM
4
Evergreen Capital Management
Washington
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
201
Hanover Advisors
South Carolina
– -$531K -28,248 Closed
Envestnet Asset Management
202
Envestnet Asset Management
Illinois
– -$521K -27,699 Closed
AWA
203
Arete Wealth Advisors
Illinois
– -$468K -24,878 Closed
SFC
204
Strategic Financial Concepts
Texas
– -$1.33K -24,194 Closed
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
– -$414K -22,000 Closed
Walleye Capital
206
Walleye Capital
New York
– -$337K -17,937 Closed
AWM
207
Accel Wealth Management
Iowa
– -$210K -11,171 Closed
PAG
208
Private Advisor Group
New Jersey
– -$190K -10,103 Closed
AF
209
Advisornet Financial
Minnesota
– -$69.1K -3,675 Closed
RWMG
210
Redwood Wealth Management Group
New Jersey
– -$56.4K -2,999 Closed
BBHC
211
Brown Brothers Harriman & Co
New York
– -$56.2K -2,988 Closed
FFL
212
Financial Freedom LLC
Ohio
– -$22.9K -1,219 Closed
Russell Investments Group
213
Russell Investments Group
United Kingdom
– -$22.6K -1,201 Closed
NC
214
nVerses Capital
Florida
– -$20.7K -1,100 Closed
TSWM
215
Tyler-Stone Wealth Management
Ohio
– -$18.8K -1,000 Closed
PA
216
PSI Advisors
Florida
– -$16.9K -900 Closed
MIM
217
Macroview Investment Management
Maryland
– -$16.2K -861 Closed
ME
218
McIlrath & Eck
Washington
– -$11.7K -621 Closed
CA
219
CoreCap Advisors
Michigan
– -$6.26K -333 Closed
WIA
220
Wetzel Investment Advisors
Indiana
– -$2.97K -151 Closed
SRCM
221
Signature Resources Capital Management
California
– -$2.62K -139 Closed
TFA
222
Toth Financial Advisory
Virginia
– -$2.54K -135 Closed
PS
223
Principal Securities
Iowa
– -$846 -45 Closed
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
– -$616 -33 Closed
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