HBK Investments’s Oaktree Specialty Lending OCSL Stock Holding History

HBK Investments’s Portfolio OCSL Stock Details OCSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Buy	+100,000	New	+$1.21M	0.01%	197
2025 Q3	–	Sell	-44,400	Closed	-$607K	–	280
2025 Q2	$607K	Hold	44,400	–	–	0.01%	186
2025 Q1	$682K	Buy	+44,400	New	+$696K	0.01%	166

Other funds holding OCSL

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

HBK Investments's OCSL Position: Q4 2018 in Review

HBK Investments sold out of Oaktree Specialty Lending (OCSL) in Q4 2018, closing a stake of 4,820 shares — an estimated $72K sold.

HBK Investments first reported a position in OCSL in Q2 2013 and held it in 11 quarters. The position peaked at $1.77M in Q1 2017. 139 funds tracked by Wall St. Rank hold OCSL as of Q4 2018.

HBK Investments reported no remaining Oaktree Specialty Lending position as of Q4 2018 after selling out during the quarter.
HBK Investments sold 4,820 Oaktree Specialty Lending shares in Q4 2018, an estimated $72K.
HBK Investments first reported a position in Oaktree Specialty Lending in Q2 2013 and held it in 11 quarters.
HBK Investments's Oaktree Specialty Lending position peaked at $1.77M in Q1 2017.
139 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2018.

Based on HBK Investments's 13F filing for Q4 2018, filed 14 Feb 2019.