Oaktree Specialty Lending
OCSL
206 hedge funds and large institutions have $656M invested in Oaktree Specialty Lending in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 45 reducing their positions, and 18 closing their positions.
128% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 18
121% more call options, than puts
Call options by funds: $3.19M | Put options by funds: $1.44M
100% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 45
15% more capital invested
Capital invested by funds: $571M → $656M (+$85.3M)
10% more funds holding
Funds holding: 187 → 206 (+19)
4.79% more ownership
Funds ownership: 36.81% → 41.6% (+4.8%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.5M |
| 2 |
Two Sigma Investments
New York
|
+$5.76M |
| 3 |
TFA
Trinity Financial Advisors
Columbus,
Ohio
|
+$4.93M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.44M |
| 5 |
Millennium Management
New York
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$9.55M |
| 2 |
Goldman Sachs
New York
|
-$4.22M |
| 3 |
LC
Lindbrook Capital
Calabasas,
California
|
-$3.68M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.3M |
| 5 |
PGH
Partners Group Holding
Baar-Zug,
Switzerland
|
-$2.09M |
OCSL Hedge Fund Activity: Q4 2023 in Review
206 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q4 2023, worth a combined $656M — up 15% from $571M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new OCSL positions and 18 closed out — a net gain of 23 holders — while 90 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $53.5M. The largest seller was 1832 Asset Management, cutting an estimated $9.55M.
- 206 institutional investors held Oaktree Specialty Lending (OCSL) as of Q4 2023, up from 187 in Q3 2023.
- Funds reported $656M of Oaktree Specialty Lending stock for Q4 2023, up 15% quarter-over-quarter.
- 41 funds opened new Oaktree Specialty Lending positions in Q4 2023 and 18 closed out, a net change of +23 holders.
- The largest Oaktree Specialty Lending buyer in Q4 2023 was Morgan Stanley, an estimated $53.5M added.
- The largest Oaktree Specialty Lending seller in Q4 2023 was 1832 Asset Management, an estimated $9.55M sold.
Based on aggregated 13F filings for Q4 2023.