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Oaktree Specialty Lending

199 hedge funds and large institutions have $472M invested in Oaktree Specialty Lending in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,833% more call options, than puts

Call options by funds: $238K | Put options by funds: $3K

32% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.69% less ownership

Funds ownership: 15%14.31% (-0.69%)

7% less funds holding

Funds holding: 213199 (-14)

13% less capital invested

Capital invested by funds: $541M → $472M (-$69M)

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
199
Holders Change
-14
Holders Change %
-6.57%
% of All Funds
3.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
79
Reduced
60
Closed
31
Calls
$238K
Puts
$3K
Net Calls
+$235K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$30.1M
JVBC
2
J.V. Bruni & Co
Colorado
$27.2M +$122K +5,998 +0.4%
LC
3
Lindbrook Capital
California
$24.9M +$3.1M +152,127 +12%
AM
4
Ares Management
California
$22.1M
LSV Asset Management
5
LSV Asset Management
Illinois
$22.1M +$2.06M +101,429 +9%
PMG
6
Private Management Group
California
$21.1M -$592K -29,079 -2%
CAM
7
Claret Asset Management
Quebec, Canada
$18.4M -$44.4K -2,183 -0.2%
PGH
8
Partners Group Holding
Switzerland
$16M -$764K -37,543 -4%
GIM
9
Greenwich Investment Management
Connecticut
$15.3M +$393K +19,301 +2%
VanEck Associates
10
VanEck Associates
New York
$12.1M -$1.2M -58,802 -8%
Morgan Stanley
11
Morgan Stanley
New York
$11.2M -$687K -33,746 -5%
Invesco
12
Invesco
Georgia
$11.2M -$477K -23,426 -4%
C
13
Cliffwater
California
$10.8M +$3.05M +149,875 +33%
WIM
14
Waverton Investment Management
United Kingdom
$10.6M
PAIM
15
Punch & Associates Investment Management
Minnesota
$10.1M +$2.79K +137 +0%
Two Sigma Investments
16
Two Sigma Investments
New York
$9.58M -$5.11M -250,956 -32%
IMOV
17
Investment Management of Virginia
Virginia
$9.52M -$6.39K -314 -0.1%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$8.31M -$5.43M -266,600 -37%
BlackRock
19
BlackRock
New York
$8.1M +$1.42M +69,679 +18%
CS
20
Credit Suisse
Switzerland
$8.05M -$722K -35,460 -7%
Legal & General Group
21
Legal & General Group
United Kingdom
$7.01M +$707K +34,734 +10%
UBS Group
22
UBS Group
Switzerland
$5.64M -$170K -8,364 -3%
ECM
23
Evergreen Capital Management
Washington
$5.34M +$185K +9,104 +3%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.26M
AAM
25
Advisors Asset Management
Colorado
$4.83M +$301K +14,806 +6%

OCSL Hedge Fund Activity: Q3 2022 in Review

199 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q3 2022, worth a combined $472M — down 13% from $541M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of OCSL and 19 opened new positions — a net loss of 12 holders — while 60 trimmed existing stakes and 79 added.

The largest buyer was Lindbrook Capital, adding an estimated $3.1M. The largest seller was Millennium Management, cutting an estimated $7.98M.

  • 199 institutional investors held Oaktree Specialty Lending (OCSL) as of Q3 2022, down from 213 in Q2 2022.
  • Funds reported $472M of Oaktree Specialty Lending stock for Q3 2022, down 13% quarter-over-quarter.
  • 19 funds opened new Oaktree Specialty Lending positions in Q3 2022 and 31 closed out, a net change of -12 holders.
  • The largest Oaktree Specialty Lending buyer in Q3 2022 was Lindbrook Capital, an estimated $3.1M added.
  • The largest Oaktree Specialty Lending seller in Q3 2022 was Millennium Management, an estimated $7.98M sold.

Based on aggregated 13F filings for Q3 2022.