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Oaktree Specialty Lending
OCSL

Overview Fund Activity

171 hedge funds and large institutions have $539M invested in Oaktree Specialty Lending in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
41
Increased
73
Reduced
30
Closed
12
Calls
$1.77M
Puts
$145K
Net Calls
+$1.63M
Net Calls Change
+$1.64M

Top Buyers

1
AM
1
Ares Management
California
$25.4M
2
LC
2
Lindbrook Capital
California
$11.9M
3
PMG
3
Private Management Group
California
$37.5M
4
CS
4
Credit Suisse
Switzerland
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
SCM
1
Springhouse Capital Management
Connecticut
$3.29M
2
SFA
2
Sequoia Financial Advisors
Ohio
$181K
3
TG
3
TCW Group
California
$7.71M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$585K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
RRAM
1
River Road Asset Management
Kentucky
$39.7M 6,409,237 -174,360 -3%
RCM
2
Rivernorth Capital Management
Florida
$37.7M 6,079,328 +180,993 +3%
PMG
3
Private Management Group
California
$37.5M 6,041,064 +1,600,113 +36%
JVBC
4
J.V. Bruni & Co
Colorado
$28.9M 4,657,350 +154,502 +3%
AM
5
Ares Management
California
$25.4M 4,095,814 +2,129,926 +108%
KCM
6
Kennedy Capital Management
Missouri
$22.6M 3,645,943 +742,711 +26%
LSV Asset Management
7
LSV Asset Management
Illinois
$18M 2,909,080 +84,161 +3%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$15.8M 2,541,792 +662,891 +35%
CAM
9
Claret Asset Management
Quebec, Canada
$15.2M 2,448,447 +347,771 +17%
VanEck Associates
10
VanEck Associates
New York
$14.4M 2,328,594 +400,875 +21%
CF
11
Centaurus Financial
California
$14.3M 2,309,991 -33,380 -1%
LC
12
Lindbrook Capital
California
$11.9M 1,923,321 +1,890,706 +5,797%
Morgan Stanley
13
Morgan Stanley
New York
$11.8M 1,897,896 +745,828 +65%
IMOV
14
Investment Management of Virginia
Virginia
$10.4M 1,683,133 +58,938 +4%
CS
15
Credit Suisse
Switzerland
$10.4M 1,670,889 +1,065,869 +176%
PAIM
16
Punch & Associates Investment Management
Minnesota
$10.1M 1,631,895 +472,092 +41%
Millennium Management
17
Millennium Management
New York
$9.6M 1,547,784 -10,715 -0.7%
C
18
Cliffwater
California
$8.08M 1,302,859 +175,576 +16%
Legal & General Group
19
Legal & General Group
United Kingdom
$7.94M 1,281,086 +267,711 +26%
TG
20
TCW Group
California
$7.71M 1,242,868 -317,054 -20%
IAA
21
Independent Advisor Alliance
North Carolina
$7.57M 1,220,416 +724,100 +146%
WIM
22
Waverton Investment Management
United Kingdom
$7.43M 1,197,641 – –
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$7.03M 1,133,723 +105,846 +10%
MC
24
Muzinich & Co
New York
$7.02M 1,133,723 +105,846 +10%
Barclays
25
Barclays
United Kingdom
$6.21M 1,000,976 -7,500 -0.7%
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