Oaktree Strategic Income Corporation (OCSI) Ownership

Institutional Ownership

Lindbrook Capital, LLC is the biggest individual institutional holder of Oaktree Strategic Income Corporation (OCSI), owning a total of 1.4 million shares. Combined, the top 20 institutional holders of OCSI own 33.60% of the company with a total of 9.9 million shares.

In the latest ownership report, the top 20 institutional holders have increased their combined ownership of OCSI by 794 thousand shares, a 7.42% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Lindbrook Capital, LLC4.826%9.330%1,421,951121,3432020-12-31
Private Management Group Inc4.022%4.836%1,185,12554,6652020-12-31
Kennedy Capital Management Inc3.572%-25.403%1,052,618-358,4492020-12-31
RiverNorth Capital Management, LLC3.329%0.000%980,887980,8872020-12-31
Relative Value Partners Group LLC2.565%19.456%755,777123,0972020-12-31
Springhouse Capital Management, LP1.880%-6.351%554,025-37,5692020-12-31
Howard Capital Management1.865%-24.152%549,586-175,0002020-12-31
Ares Management LLC1.677%126.752%494,193276,2492020-12-31
Morgan Stanley - Brokerage Accounts1.533%0.605%451,6592,7162020-12-31
Oaktree Capital Management LLC1.330%0.000%392,00002020-12-31
Punch & Associates Inv Mgmt Inc1.224%-35.519%360,520-198,5912020-12-31
West Family Investments LLC0.942%0.168%277,5294662020-12-31
Claret Asset Management Corporation0.883%0.000%260,15802020-12-31
Blue Zone Wealth Advisors, LLC0.760%8.499%224,04717,5502020-12-31
Legal & General Group PLC0.733%7.150%216,09214,4192020-12-31
Advisors Asset Management0.705%-6.593%207,659-14,6582020-12-31
TCW Group Inc0.610%0.000%179,85002020-12-31
UBS Group AG0.464%-47.396%136,619-123,0942020-12-31
Acadian Asset Management LLC0.344%0.000%101,274101,2742020-12-31
Wells Fargo & Co0.340%9.067%100,0318,3162020-12-31

Mutual Fund Ownership

AZ Multi Asset AZ Alt GlbMacCnsrv A EUR is the biggest individual fund holder of Oaktree Strategic Income Corporation (OCSI), owning a total of 80 thousand shares. Combined, the top 17 mutual fund holders of OCSI own 1.53% of the company with a total of 450 thousand shares.

In the latest ownership report, the top 17 mutual funds have increased their combined ownership of OCSI by 145 thousand shares, a 24.42% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
AZ Multi Asset AZ Alt GlbMacCnsrv A EUR0.272%33.333%80,00020,0002020-11-30
AZ Fd1 AZ Alt Glb Mcr Opp A-AZ C0.272%0.000%80,00002021-02-28
PartnerSelect Hi Inc Alt Instl0.270%0.000%79,61102020-12-31
Undrly L&G Pen PMC Diversified0.242%0.000%71,22471,2242020-12-31
RiverNorth Marketplace Lending Corp0.178%0.000%52,35152,3512020-12-31
Highland Fixed Income A0.102%0.000%30,10302020-12-31
TCW Fds Multi-Income US Equities XJ-MD0.100%-18.463%29,589-6,7002021-02-28
Shelton BDC Income Institutional0.046%0.000%13,51302020-12-31
Vivaldi Multi-Strategy I0.019%0.000%5,5175,5172020-12-31
Royce Value Trust0.014%0.000%4,13302020-12-31
Relative Value CIA0.010%0.000%2,9092,9092020-12-31
AZ Fd1 AZ Alt Commodity A-AZ C0.001%2.548%32282021-02-28
AAM Business Dev Co Opps 2020-2 CA0.000%0.000%10002021-03-19
AAM Business Dev Co Opps 2020-1 CA0.000%0.000%10002021-03-19
AAM Business Dev Co Opps 2019-3 CA0.000%0.000%10002021-03-19
AAM Business Dev Co Opps 2019-2 CA0.000%0.000%10002021-03-19
AAM Business Dev Co Opps 2018-4 CA0.000%0.000%10002020-12-02

Discussions

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Clean_Teoth2/7/22 05:01am

$OCSI just waiting to short this bad boy.

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tighttechniq8/23/21 03:22pm

$OCSI breaking out of this wedge sooner than later

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chickenEggs8/2/21 08:52am

$OCSI money comes and goes but your story stays with you the rest of your life. Apes for life ??

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