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Oaktree Specialty Lending
OCSL

197 hedge funds and large institutions have $476M invested in Oaktree Specialty Lending in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $955K | Put options by funds: $596K

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

7% more capital invested

Capital invested by funds: $446M → $476M (+$29.8M)

4.71% more ownership

Funds ownership: 33.18% → 37.89% (+4.7%)

1% more funds holding

Funds holding: 195 → 197 (+2)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
70
Reduced
57
Closed
39
Calls
$955K
Puts
$596K
Net Calls
+$359K
Net Calls Change
+$188K

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19M
2
Invesco
Invesco
Georgia
+$13M
3
PMG
Private Management Group
California
+$11.6M
4
JVBC
J.V. Bruni & Co
Colorado
+$6.38M
5
Millennium Management
Millennium Management
New York
+$6.17M

Top Sellers

Rank Fund Capital Flow
1
HCA
Harbor Capital Advisors
Illinois
-$6.66M
2
RCM
Rivernorth Capital Management
Florida
-$6.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$5.57M
4
TI
TrueMark Investments
Illinois
-$4.7M
5
BPA
Beacon Pointe Advisors
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$3.96M +$1.35M +84,155 +48%
MC
27
Muzinich & Co
New York
$3.63M +$443K +27,624 +13%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$3.44M +$395K +24,636 +12%
ACM
29
Advisors Capital Management
New Jersey
$3.29M -$134K -8,366 -4%
UAG
30
United Advisor Group
Ohio
$3.15M +$815K +50,895 +33%
BAMF
31
BI Asset Management Fondsmaeglerselskab
Denmark
$2.94M +$2.95M +183,862 +2,098%
IAA
32
Independent Advisor Alliance
North Carolina
$2.9M -$113K -7,066 -4%
SA
33
Sovran Advisors
California
$2.84M +$2.98M +186,163 New
GF
34
Gabelli Funds
New York
$2.82M +$96.1K +5,997 +3%
AAM
35
Advisors Asset Management
Colorado
$2.76M -$588K -36,673 -17%
CM
36
Cercano Management
Washington
$2.76M – – –
CA
37
Cornerstone Advisory
Maryland
$2.72M +$1.73M +107,822 +167%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$2.66M -$467K -29,139 -14%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$2.61M +$2.74M +170,899 New
WFG
40
Wills Financial Group
Virginia
$2.54M +$2.67M +166,498 New
Barclays
41
Barclays
United Kingdom
$2.53M +$963K +60,089 +57%
Two Sigma Investments
42
Two Sigma Investments
New York
$2.51M -$5.57M -347,575 -68%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.5M +$1.32M +82,464 +102%
GA
44
GraniteShares Advisors
New York
$2.47M +$795K +49,631 +44%
AL
45
Arnhold LLC
New York
$2.44M +$521K +32,500 +26%
NW
46
Naviter Wealth
Arkansas
$2.35M +$2.46M +153,731 New
SSA
47
Schonfeld Strategic Advisors
New York
$2.33M +$2.44M +152,600 New
DnB Asset Management
48
DnB Asset Management
Norway
$2.31M +$551K +34,378 +29%
DA
49
Denali Advisors
California
$2.19M -$239K -14,918 -9%
CLA
50
Carnegie Lake Advisors
New Jersey
$2.05M -$5.33K -333 -0.2%
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OCSL Hedge Fund Activity: Q4 2024 in Review

197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q4 2024, worth a combined $476M — up 6.7% from $446M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new OCSL positions and 39 closed out — a net gain of 3 holders — while 70 added to existing stakes and 57 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $19M. The largest seller was Harbor Capital Advisors, exiting entirely with an estimated $6.66M sold.

  • 197 institutional investors held Oaktree Specialty Lending (OCSL) as of Q4 2024, up from 195 in Q3 2024.
  • Funds reported $476M of Oaktree Specialty Lending stock for Q4 2024, up 6.7% quarter-over-quarter.
  • 42 funds opened new Oaktree Specialty Lending positions in Q4 2024 and 39 closed out, a net change of +3 holders.
  • The largest Oaktree Specialty Lending buyer in Q4 2024 was Balyasny Asset Management, an estimated $19M added.
  • The largest Oaktree Specialty Lending seller in Q4 2024 was Harbor Capital Advisors, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2024.