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Oaktree Specialty Lending
OCSL

163 hedge funds and large institutions have $454M invested in Oaktree Specialty Lending in 2013 Q2 according to their latest regulatory filings, with 163 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $591K | Put options by funds: $489K

20.77% more ownership

Funds ownership: 0% → 20.77% (+21%)

Holders
163
Holders Change
+163
Holders Change %
–
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
163
Increased
–
Reduced
–
Closed
–
Calls
$591K
Puts
$489K
Net Calls
+$102K
Net Calls Change
+$102K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$29.4M +$29.9M +937,195 New
State Street
2
State Street
Massachusetts
$23.1M +$23.5M +735,565 New
GC
3
Greenlight Capital
New York
$20.9M +$21.3M +666,231 New
U
4
UBS
Switzerland
$20.4M +$20.8M +650,661 New
AAM
5
Advisors Asset Management
Colorado
$19.7M +$20.1M +629,955 New
LCP
6
Lombardia Capital Partners
California
$19.7M +$20.1M +628,580 New
Citadel Advisors
7
Citadel Advisors
Florida
$18.9M +$19.3M +604,206 New
CHA
8
Cedar Hill Associates
Illinois
$18.1M +$18.4M +576,125 New
BIT
9
BlackRock Institutional Trust
California
$16.5M +$16.8M +527,606 New
OCG
10
Opus Capital Group
Ohio
$15.8M +$16.1M +503,611 New
Northern Trust
11
Northern Trust
Illinois
$15.6M +$15.9M +497,302 New
Boston Partners
12
Boston Partners
Massachusetts
$14.2M +$14.5M +454,019 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$14M +$14.3M +447,790 New
Morgan Stanley
14
Morgan Stanley
New York
$10.7M +$10.9M +339,913 New
YMRC
15
Yorktown Management & Research Company
Virginia
$10.3M +$10.5M +329,333 New
ICM
16
IronBridge Capital Management
Illinois
$9.36M +$9.53M +298,427 New
Invesco
17
Invesco
Georgia
$8.88M +$9.04M +283,101 New
ACM
18
Advisors Capital Management
New Jersey
$8.8M +$8.96M +280,559 New
BG
19
BlackRock Group
United Kingdom
$7.48M +$7.62M +238,565 New
Deutsche Bank
20
Deutsche Bank
Germany
$6.92M +$7.05M +220,683 New
TCIM
21
TIAA CREF Investment Management
New York
$6.03M +$6.14M +192,255 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.46M +$5.56M +174,127 New
American Century Companies
23
American Century Companies
Missouri
$5.36M +$5.45M +170,853 New
RJA
24
Raymond James & Associates
Florida
$5.3M +$5.4M +169,213 New
BC
25
Brinker Capital
Pennsylvania
$4.57M +$4.65M +145,801 New
1
2 3 4 5

OCSL Hedge Fund Activity: Q2 2013 in Review

163 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q2 2013, worth a combined $454M.

Buyers outnumbered sellers: 163 funds opened new OCSL positions and 0 closed out — a net gain of 163 holders — while 0 added to existing stakes and 0 trimmed.

  • 163 institutional investors held Oaktree Specialty Lending (OCSL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $454M of Oaktree Specialty Lending stock for Q2 2013.
  • 163 funds opened new Oaktree Specialty Lending positions in Q2 2013 and 0 closed out, a net change of +163 holders.

Based on aggregated 13F filings for Q2 2013.