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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 %
ECM
201
ExodusPoint Capital Management
New York
– -$985K -60,423 Closed
Neuberger Berman Group
202
Neuberger Berman Group
New York
– -$971K -59,538 Closed
IAIM
203
International Assets Investment Management
Florida
– -$3.29K -53,709 Closed
Squarepoint
204
Squarepoint
New York
– -$820K -50,293 Closed
Aberdeen Group
205
Aberdeen Group
United Kingdom
– -$726K -44,336 Closed
C
206
Certuity
Florida
– -$41.1K -41,126 Closed
CF
207
Centaurus Financial
California
– -$573K -35,115 Closed
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
– -$527K -32,340 Closed
MM
209
MQS Management
New York
– -$429K -26,294 Closed
PCA
210
Pallas Capital Advisors
Massachusetts
– -$407K -24,931 Closed
PP
211
Paloma Partners
Connecticut
– -$348K -21,318 Closed
AWM
212
Apollon Wealth Management
South Carolina
– -$309K -18,930 Closed
SC
213
Schubert & Co
Texas
– -$300K -18,371 Closed
MA
214
Mutual Advisors
Nebraska
– -$289K -17,727 Closed
CIBC World Market
215
CIBC World Market
Ontario, Canada
– -$288K -17,649 Closed
MOS
216
MGO One Seven
Ohio
– -$273K -16,729 Closed
FC
217
FORA Capital
Florida
– -$242K -14,860 Closed
KA
218
Klingman & Associates
New York
– -$242K -14,850 Closed
DTL
219
Dynamic Technology Lab
Singapore
– -$221K -13,557 Closed
AR
220
Advisory Research
Illinois
– -$203K -12,423 Closed
PFS
221
Prospera Financial Services
Texas
– -$189K -11,566 Closed
RCM
222
RNC Capital Management
California
– -$205K -10,897 Closed
CCG
223
Catalina Capital Group
California
– -$178K -10,894 Closed
NRD
224
Nebula Research & Development
New York
– -$176K -10,764 Closed
OC
225
Oppenheimer & Co
New York
– -$171K -10,467 Closed
6 7 8
9
10