OCSL Institutional Ownership
Oaktree Specialty Lending Corporation
1W: -1.6%
1M: -7.2%
3M: -1.0%
YTD: -6.4%
1Y: -5.4%
3Y: -21.1%
5Y: -8.9%
$11.90
-0.09 (-0.71%)
Weekly Expected Move ±2.2%
$11
$12
$12
$12
$12
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — OCSL
205
Institutional Holders
-24 vs prior quarter
0.0%
Ownership
+0.00pp
$507M
Total Invested
22
New Positions
59
Increased
84
Reduced
35
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (244 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OAKTREE CAPITAL MANAGEMENT LP | 7,872,199 | $$94M | +6,019,743 | +325.0% | 14Q | SEC ↗ |
| 2 | PRIVATE MANAGEMENT GROUP INC | 3,869,484 | $$46M | +147,990 | +4.0% | 14Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 2,924,437 | $$35M | +2,444,777 | +509.7% | 14Q | SEC ↗ |
| 4 | BRUNI J V & CO /CO | 2,474,804 | $$29M | -23,070 | -0.9% | 14Q | SEC ↗ |
| 5 | MORGAN STANLEY | 2,401,489 | $$29M | -160,315 | -6.3% | 14Q | SEC ↗ |
| 6 | ARES MANAGEMENT LLC | 2,204,305 | $$26M | +105,000 | +5.0% | 14Q | SEC ↗ |
| 7 | VAN ECK ASSOCIATES CORP | 2,195,651 | $$26M | +492,070 | +28.9% | 15Q | SEC ↗ |
| 8 | Generali Asset Management SPA SGR | 2,080,867 | $$25M | -7,114 | -0.3% | 7Q | SEC ↗ |
| 9 | UBS Group AG | 2,080,105 | $$25M | +710,360 | +51.9% | 14Q | SEC ↗ |
| 10 | Claret Asset Management Corp | 1,670,234 | $$20M | +1,747 | +0.1% | 14Q | SEC ↗ |
| 11 | Russell Investments Group, Ltd. | 1,054,187 | $$13M | +333,469 | +46.3% | 3Q | SEC ↗ |
| 12 | Legal & General Group Plc | 752,396 | $$9M | +67,383 | +9.8% | 14Q | SEC ↗ |
| 13 | Melia Wealth LLC | 729,243 | $$9M | -511,858 | -41.2% | 10Q | SEC ↗ |
| 14 | Beach Point Capital Management LP | 453,524 | $$5M | -658,035 | -59.2% | 2Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 450,265 | $$5M | +26,242 | +6.2% | 7Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 366,890 | $$4M | +135,822 | +58.8% | 14Q | SEC ↗ |
| 17 | TWO SIGMA INVESTMENTS, LP | 340,283 | $$4M | -542,978 | -61.5% | 14Q | SEC ↗ |
| 18 | Muzinich & Co., Inc. | 334,737 | $$4M | +1,178 | +0.4% | 14Q | SEC ↗ |
| 19 | BlackRock, Inc. | 333,996 | $$4M | -7,861 | -2.3% | 8Q | SEC ↗ |
| 20 | Sumitomo Mitsui Trust Group, Inc. | 310,875 | $$4M | — | +0.0% | 14Q | SEC ↗ |
| 21 | Arnhold LLC | 297,345 | $$4M | +15,000 | +5.3% | 14Q | SEC ↗ |
| 22 | United Advisor Group, LLC | 293,056 | $$3M | +7,413 | +2.6% | 10Q | SEC ↗ |
| 23 | CASTLEKEEP INVESTMENT ADVISORS LLC | 289,711 | $$3M | -46,875 | -13.9% | 11Q | SEC ↗ |
| 24 | Palliser Capital (UK) Ltd NEW | 270,993 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 247,801 | $$3M | +12,247 | +5.2% | 14Q | SEC ↗ |
| 26 | Old Port Advisors | 247,537 | $$3M | +35,249 | +16.6% | 5Q | SEC ↗ |
| 27 | Trexquant Investment LP | 229,236 | $$3M | +147,849 | +181.7% | 2Q | SEC ↗ |
| 28 | Thrivent Financial for Lutherans NEW | 220,999 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Naviter Wealth, LLC | 208,294 | $$2M | +42,214 | +25.4% | 7Q | SEC ↗ |
| 30 | Plan Group Financial, LLC | 202,342 | $$2M | +41,336 | +25.7% | 10Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 188,588 | $$2M | -119,599 | -38.8% | 14Q | SEC ↗ |
| 32 | FIDUCIARY FINANCIAL GROUP, LLC | 185,270 | $$2M | +31,226 | +20.3% | 7Q | SEC ↗ |
| 33 | LOOMIS SAYLES & CO L P | 176,666 | $$2M | — | +0.0% | 6Q | SEC ↗ |
| 34 | Michelson Medical Research Foundation, | 170,100 | $$2M | — | +0.0% | 2Q | SEC ↗ |
| 35 | CENTAURUS FINANCIAL, INC. | 159,125 | $$2M | +9,315 | +6.2% | 4Q | SEC ↗ |
| 36 | Lido Advisors, LLC | 156,076 | $$2M | +39,198 | +33.5% | 11Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 155,865 | $$2M | -185,751 | -54.4% | 14Q | SEC ↗ |
| 38 | BANK OF AMERICA CORP /DE | 150,251 | $$2M | +34,183 | +29.5% | 14Q | SEC ↗ |
| 39 | LSV ASSET MANAGEMENT | 139,966 | $$2M | — | +0.0% | 14Q | SEC ↗ |
| 40 | LAZARD ASSET MANAGEMENT LLC | 138,738 | $$2M | -4,823 | -3.4% | 6Q | SEC ↗ |
| 41 | Cerberus Capital Management, L.P. | 135,000 | $$2M | — | +0.0% | 2Q | SEC ↗ |
| 42 | Carnegie Lake Advisors LLC | 130,348 | $$2M | -992 | -0.8% | 8Q | SEC ↗ |
| 43 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 129,925 | $$2M | +3,604 | +2.9% | 3Q | SEC ↗ |
| 44 | STATE STREET CORP | 127,068 | $$2M | +19,236 | +17.8% | 6Q | SEC ↗ |
| 45 | Independent Advisor Alliance | 112,168 | $$1M | -37,474 | -25.0% | 14Q | SEC ↗ |
| 46 | DNB Asset Management AS | 111,984 | $$1M | -21,434 | -16.1% | 14Q | SEC ↗ |
| 47 | LPL Financial LLC | 110,316 | $$1M | +7,237 | +7.0% | 14Q | SEC ↗ |
| 48 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 105,926 | $$1M | -925 | -0.9% | 14Q | SEC ↗ |
| 49 | Balyasny Asset Management L.P. | 100,279 | $$1M | +17,537 | +21.2% | 3Q | SEC ↗ |
| 50 | Callodine Capital Management, LP NEW | 100,000 | $$1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Palliser Capital (UK) Ltd | 270,993 | $$3M |
| Thrivent Financial for Lutherans | 220,999 | $$3M |
| Callodine Capital Management, LP | 100,000 | $$1M |
| SCOTIA CAPITAL INC. | 80,000 | $$952K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 31,026 | $$369K |
| VARCOV Co. | 23,393 | $$278K |
| Kaizen Financial Strategies | 21,100 | $$251K |
| Arete Wealth Advisors, LLC | 18,624 | $$222K |
| HB Wealth Management, LLC | 16,657 | $$198K |
| CAXTON ASSOCIATES LLP | 15,845 | $$189K |
| PINNACLE ASSOCIATES LTD | 12,902 | $$154K |
| AREX Capital Management, LP | 12,500 | $$149K |
| First Affirmative Financial Network | 12,410 | $$148K |
| Jain Global LLC | 11,700 | $$139K |
| Arax Advisory Partners | 10,796 | $$129K |
| OPPENHEIMER & CO INC | 10,545 | $$126K |
| MACKENZIE FINANCIAL CORP | 10,007 | $$119K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,861 | $$117K |
| PNC Financial Services Group, Inc. | 3,500 | $$42K |
| Ameritas Advisory Services, LLC | 1,500 | $$18K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1,279,906 | $$15M |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1,241,204 | $$15M |
| SUMMIT SECURITIES GROUP LLC | 380,000 | $$5M |
| Wills Financial Group LLC | 295,317 | $$4M |
| JANE STREET GROUP, LLC | 229,800 | $$3M |
| ICON ADVISERS INC/CO | 215,000 | $$3M |
| FNY Investment Advisers, LLC | 102,600 | $$1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 95,389 | $$1M |
| Quantbot Technologies LP | 77,419 | $$922K |
| Gotham Asset Management, LLC | 73,966 | $$881K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 68,037 | $$810K |
| Point72 Asset Management, L.P. | 64,177 | $$764K |
| XTX Topco Ltd | 50,534 | $$602K |
| Bramshill Investments, LLC | 43,855 | $$522K |
| DRW Securities, LLC | 38,092 | $$453K |
| WINTON GROUP Ltd | 36,516 | $$435K |
| Marex Group plc | 33,748 | $$402K |
| Schonfeld Strategic Advisors LLC | 30,767 | $$366K |
| Sullivan Wood Capital Management LL | 30,450 | $$363K |
| GABELLI FUNDS LLC | 30,000 | $$357K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP | +6,019,743 | +325.0% | 7,872,199 |
| ROYAL BANK OF CANADA | +2,444,777 | +509.7% | 2,924,437 |
| UBS Group AG | +710,360 | +51.9% | 2,080,105 |
| VAN ECK ASSOCIATES CORP | +492,070 | +28.9% | 2,195,651 |
| Russell Investments Group, Ltd. | +333,469 | +46.3% | 1,054,187 |
| PRIVATE MANAGEMENT GROUP INC | +147,990 | +4.0% | 3,869,484 |
| Trexquant Investment LP | +147,849 | +181.7% | 229,236 |
| WELLS FARGO & COMPANY/MN | +135,822 | +58.8% | 366,890 |
| ARES MANAGEMENT LLC | +105,000 | +5.0% | 2,204,305 |
| Legal & General Group Plc | +67,383 | +9.8% | 752,396 |
| AQR CAPITAL MANAGEMENT LLC | +51,713 | +145.0% | 87,385 |
| JACKSON THORNTON WEALTH MANAGEMENT, | +51,150 | +153.3% | 84,506 |
| Naviter Wealth, LLC | +42,214 | +25.4% | 208,294 |
| Plan Group Financial, LLC | +41,336 | +25.7% | 202,342 |
| Lido Advisors, LLC | +39,198 | +33.5% | 156,076 |
| Old Port Advisors | +35,249 | +16.6% | 247,537 |
| BANK OF AMERICA CORP /DE | +34,183 | +29.5% | 150,251 |
| NewGen Asset Management Ltd | +33,319 | +82.3% | 73,819 |
| FIDUCIARY FINANCIAL GROUP, LLC | +31,226 | +20.3% | 185,270 |
| RAYMOND JAMES FINANCIAL INC | +26,242 | +6.2% | 450,265 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Beach Point Capital Management LP | -658,035 | -59.2% | 453,524 |
| TWO SIGMA INVESTMENTS, LP | -542,978 | -61.5% | 340,283 |
| Melia Wealth LLC | -511,858 | -41.2% | 729,243 |
| BI Asset Management Fondsmaeglersel | -191,441 | -79.5% | 49,487 |
| Focus Partners Wealth | -185,858 | -93.0% | 14,050 |
| CITADEL ADVISORS LLC | -185,751 | -54.4% | 155,865 |
| MORGAN STANLEY | -160,315 | -6.3% | 2,401,489 |
| TORONTO DOMINION BANK | -129,349 | -62.5% | 77,651 |
| HighTower Advisors, LLC | -119,599 | -38.8% | 188,588 |
| Triad Investment Management | -108,767 | -55.1% | 88,563 |
| Squarepoint Ops LLC | -59,018 | -75.5% | 19,182 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | -46,875 | -13.9% | 289,711 |
| Independent Advisor Alliance | -37,474 | -25.0% | 112,168 |
| BNP PARIBAS FINANCIAL MARKETS | -35,544 | -82.4% | 7,570 |
| Strategic Wealth Partners, Ltd. | -31,000 | -91.2% | 2,989 |
| BRUNI J V & CO /CO | -23,070 | -0.9% | 2,474,804 |
| DNB Asset Management AS | -21,434 | -16.1% | 111,984 |
| Advisors Asset Management, Inc. | -20,573 | -51.6% | 19,329 |
| Cornerstone Advisory, LLC | -18,791 | -43.0% | 24,911 |
| Texas Capital Bank Wealth Managemen | -18,382 | -31.0% | 40,835 |