Oaktree Specialty Lending
OCSL
197 hedge funds and large institutions have $1.28B invested in Oaktree Specialty Lending in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 37 closing their positions.
4,082% more call options, than puts
Call options by funds: $460K | Put options by funds: $11K
172% more capital invested
Capital invested by funds: $472M → $1.28B (+$810M)
37% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 52
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
3% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 37
1% less funds holding
Funds holding: 199 → 197 (-2)
1.12% less ownership
Funds ownership: 14.31% → 13.19% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$11.2M |
| 2 |
HF
HRT Financial
New York
|
+$2.42M |
| 3 |
VanEck Associates
New York
|
+$2.05M |
| 4 |
C
Cliffwater
Marina Del Rey,
California
|
+$1.36M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGH
Partners Group Holding
Baar-Zug,
Switzerland
|
-$12.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$11.1M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$5.34M |
| 4 |
RVPG
Relative Value Partners Group
|
-$4.69M |
| 5 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$4.18M |
OCSL Hedge Fund Activity: Q4 2022 in Review
197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q4 2022, worth a combined $1.28B — up 172% from $472M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new OCSL positions and 37 closed out — a net gain of 1 holder — while 71 added to existing stakes and 52 trimmed.
The largest buyer was Millennium Management, adding an estimated $11.2M. The largest seller was Partners Group Holding, cutting an estimated $12.4M.
- 197 institutional investors held Oaktree Specialty Lending (OCSL) as of Q4 2022, down from 199 in Q3 2022.
- Funds reported $1.28B of Oaktree Specialty Lending stock for Q4 2022, up 172% quarter-over-quarter.
- 38 funds opened new Oaktree Specialty Lending positions in Q4 2022 and 37 closed out, a net change of +1 holder.
- The largest Oaktree Specialty Lending buyer in Q4 2022 was Millennium Management, an estimated $11.2M added.
- The largest Oaktree Specialty Lending seller in Q4 2022 was Partners Group Holding, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2022.