Oaktree Specialty Lending
OCSL
149 hedge funds and large institutions have $413M invested in Oaktree Specialty Lending in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
33% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 43
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
13% more capital invested
Capital invested by funds: $366M → $413M (+$46.4M)
1% more funds holding
Funds holding: 147 → 149 (+2)
1.14% more ownership
Funds ownership: 16.74% → 17.87% (+1.1%)
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $224K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$8.6M |
| 2 |
SCM
Shoals Capital Management
Arlington,
Virginia
|
+$7.9M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$6.26M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$3.1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Springhouse Capital Management
Westport,
Connecticut
|
-$6.41M |
| 2 |
BAM
Bayview Asset Management
Coral Gables,
Florida
|
-$4.07M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.35M |
| 4 |
MC
Muzinich & Co
New York
|
-$1.98M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.59M |
OCSL Hedge Fund Activity: Q4 2019 in Review
149 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q4 2019, worth a combined $413M — up 13% from $366M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new OCSL positions and 16 closed out — a net gain of 4 holders — while 57 added to existing stakes and 43 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $8.6M. The largest seller was Springhouse Capital Management, cutting an estimated $6.41M.
- 149 institutional investors held Oaktree Specialty Lending (OCSL) as of Q4 2019, up from 147 in Q3 2019.
- Funds reported $413M of Oaktree Specialty Lending stock for Q4 2019, up 13% quarter-over-quarter.
- 20 funds opened new Oaktree Specialty Lending positions in Q4 2019 and 16 closed out, a net change of +4 holders.
- The largest Oaktree Specialty Lending buyer in Q4 2019 was 1832 Asset Management, an estimated $8.6M added.
- The largest Oaktree Specialty Lending seller in Q4 2019 was Springhouse Capital Management, an estimated $6.41M sold.
Based on aggregated 13F filings for Q4 2019.