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Institutional Holders of OCSL

There is a long list of 201 institutional holders of OCSL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of OCSL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-OCSL table below, the initial column indicates the name of each top institutional holder of OCSL, with a link to that fund's top holdings. The next columns indicate the amount of OCSL stock held by each of the institutional holders of OCSL, followed by the OCSL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $16,318,060 12/31/2023
     Call798,323$16,301,758 12/31/2023
     OCSL798,323$16,302 12/31/2023
Morgan Stanley2,097,562$42,832 12/31/2023
     OCSL2,097,562$42,832 12/31/2023
Oaktree Capital Management LP1,852,456$37,827 12/31/2023
     OCSL1,852,456$37,827 12/31/2023
Bruni J V & Co. Co.1,526,548$31,172 12/31/2023
     OCSL1,526,548$31,172 12/31/2023
Van ECK Associates Corp1,415,358$28,902 12/31/2023
     OCSL1,415,358$28,902 12/31/2023
CLARET ASSET MANAGEMENT Corp1,158,902$23,665 12/31/2023
     OCSL1,158,902$23,665 12/31/2023
Ares Management LLC1,144,348$23,368 12/31/2023
     OCSL1,144,348$23,368 12/31/2023
LSV Asset Management1,112,333$22,714 12/31/2023
     OCSL1,112,333$22,714 12/31/2023
Private Management Group Inc.821,960$16,784 12/31/2023
     OCSL821,960$16,784 12/31/2023
Greenwich Investment Management Inc.812,498$16,591 12/31/2023
     OCSL812,498$16,591 12/31/2023
Partners Group Holding AG782,766$15,984 12/31/2023
     OCSL782,766$15,984 12/31/2023
Lindbrook Capital LLC765,364$15,629 12/31/2023
     OCSL765,364$15,629 12/31/2023
Two Sigma Investments LP736,214$15,033 12/31/2023
     OCSL736,214$15,033 12/31/2023
Melia Wealth LLC669,800$13,168 03/31/2024
     OCSL669,800$13,168 03/31/2024
Legal & General Group Plc600,442$12,264 12/31/2023
     OCSL600,442$12,264 12/31/2023
Pinnacle Associates Ltd.583,395$11,913 12/31/2023
     OCSL583,395$11,913 12/31/2023
Two Sigma Advisers LP549,139$11,213 12/31/2023
     OCSL549,139$11,213 12/31/2023
Credit Suisse AG493,259$10,072 12/31/2023
     OCSL493,259$10,072 12/31/2023
Trinity Financial Advisors LLC448,873$8,825 03/31/2024
     OCSL448,873$8,825 03/31/2024
Millennium Management LLC420,035$8,577 12/31/2023
     OCSL420,035$8,577 12/31/2023
Royal Bank of Canada382,825$7,817 12/31/2023
     OCSL382,825$7,817 12/31/2023
Waverton Investment Management Ltd334,769$6,838 12/31/2023
     OCSL334,769$6,838 12/31/2023
UBS Group AG333,263$6,805 12/31/2023
     OCSL333,263$6,805 12/31/2023
Evergreen Capital Management LLC330,122$6,741 12/31/2023
     OCSL330,122$6,741 12/31/2023
Wells Fargo & Company MN328,362$6,705 12/31/2023
     OCSL328,362$6,705 12/31/2023
Advisor Group Holdings Inc.303,397$6,196 12/31/2023
     OCSL303,397$6,196 12/31/2023
Cliffwater LLC281,986$5,758 12/31/2023
     OCSL281,986$5,758 12/31/2023
BlackRock Inc.274,289$5,601 12/31/2023
     OCSL274,289$5,601 12/31/2023
The Manufacturers Life Insurance Company 266,487$5,442 12/31/2023
     OCSL266,487$5,442 12/31/2023
Rezny Wealth Management Inc.258,852$5,089 03/31/2024
     OCSL258,852$5,089 03/31/2024
TMD Wealth Management LLC240,836$4,918 12/31/2023
     OCSL240,836$4,918 12/31/2023
Muzinich & Co. Inc.240,733$4,916 12/31/2023
     OCSL240,733$4,916 12/31/2023
JPMorgan Chase & Co.231,908$4,736 12/31/2023
     OCSL231,908$4,736 12/31/2023
Allspring Global Investments Holdings LLC239,268$4,704 03/31/2024
     OCSL239,268$4,704 03/31/2024
Hennion & Walsh Asset Management Inc.232,244$4,566 03/31/2024
     OCSL232,244$4,566 03/31/2024
Citadel Advisors LLC $4,554 12/31/2023
     OCSL178,186$3,639 12/31/2023
     Call56,900$1,162 12/31/2023
     Put12,100$247 12/31/2023
Carnegie Capital Asset Management LLC222,888$4,551 12/31/2023
     OCSL222,888$4,551 12/31/2023
Advisors Asset Management Inc.210,024$4,289 12/31/2023
     OCSL210,024$4,289 12/31/2023
Advisors Capital Management LLC210,014$4,288 12/31/2023
     OCSL210,014$4,288 12/31/2023
Neuberger Berman Group LLC202,106$4,127 12/31/2023
     OCSL202,106$4,127 12/31/2023
Independent Advisor Alliance182,386$3,724 12/31/2023
     OCSL182,386$3,724 12/31/2023
Triad Investment Management185,300$3,643 03/31/2024
     OCSL185,300$3,643 03/31/2024
Sumitomo Mitsui Trust Holdings Inc.176,261$3,465 03/31/2024
     OCSL176,261$3,465 03/31/2024
Mckinley Capital Management LLC Delaware166,689$3,404 12/31/2023
     OCSL166,689$3,404 12/31/2023
Gabelli Funds LLC163,220$3,333 12/31/2023
     OCSL163,220$3,333 12/31/2023
Simplify Asset Management Inc.161,510$3,298 12/31/2023
     OCSL161,510$3,298 12/31/2023
HighTower Advisors LLC150,897$3,080 12/31/2023
     OCSL150,897$3,080 12/31/2023
Condor Capital Management147,365$3,009 12/31/2023
     OCSL147,365$3,009 12/31/2023
U.S. Capital Wealth Advisors LLC137,510$2,808 12/31/2023
     OCSL137,510$2,808 12/31/2023
Beacon Pointe Advisors LLC134,086$2,738 12/31/2023
     OCSL134,086$2,738 12/31/2023

See All: Funds Holding OCSL
See Details: Top 10 Hedge Funds Holding OCSL
Also See: OCSL Insider Buying
Also See: OCSL Holdings Changes

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