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Oaktree Specialty Lending

187 hedge funds and large institutions have $571M invested in Oaktree Specialty Lending in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $324K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

5% more capital invested

Capital invested by funds: $542M → $571M (+$28.9M)

3% more funds holding

Funds holding: 182187 (+5)

0.59% more ownership

Funds ownership: 36.22%36.81% (+0.59%)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
21
Increased
73
Reduced
54
Closed
15
Calls
$2.76M
Puts
$324K
Net Calls
+$2.44M
Net Calls Change
+$472K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$37.3M
JVBC
2
J.V. Bruni & Co
Colorado
$30.7M +$156K +7,794 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$29.9M +$6.07M +303,600 +26%
VanEck Associates
4
VanEck Associates
New York
$25.7M +$1.58M +79,137 +7%
LSV Asset Management
5
LSV Asset Management
Illinois
$22.9M +$1.32M +66,066 +6%
CAM
6
Claret Asset Management
Quebec, Canada
$22.8M -$63.9K -3,196 -0.3%
AM
7
Ares Management
California
$21.7M
LC
8
Lindbrook Capital
California
$19.1M -$7.4M -370,089 -28%
PGH
9
Partners Group Holding
Switzerland
$17.9M -$2.3M -115,076 -11%
PMG
10
Private Management Group
California
$16.7M -$3.73M -186,620 -18%
GIM
11
Greenwich Investment Management
Connecticut
$16.4M -$1.13M -56,415 -6%
PAIM
12
Punch & Associates Investment Management
Minnesota
$15.8M +$94.2K +4,715 +0.6%
PA
13
Pinnacle Associates
New York
$11.7M +$29.4K +1,470 +0.3%
CS
14
Credit Suisse
Switzerland
$11.5M
Legal & General Group
15
Legal & General Group
United Kingdom
$11.2M -$46.3K -2,318 -0.4%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$11.2M -$1.13M -56,706 -9%
Two Sigma Investments
17
Two Sigma Investments
New York
$8.94M +$262K +13,100 +3%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$8.51M -$473K -23,681 -5%
C
19
Cliffwater
California
$7.24M +$162K +8,095 +2%
UBS Group
20
UBS Group
Switzerland
$7.2M -$2.11M -105,539 -23%
WIM
21
Waverton Investment Management
United Kingdom
$6.74M
ECM
22
Evergreen Capital Management
Washington
$6.67M +$88K +4,402 +1%
Wells Fargo
23
Wells Fargo
California
$6M +$756K +37,832 +15%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$5.96M +$30.6K +1,529 +0.5%
BlackRock
25
BlackRock
New York
$5.49M -$1.29M -64,427 -19%

OCSL Hedge Fund Activity: Q3 2023 in Review

187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q3 2023, worth a combined $571M — up 5.3% from $542M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OCSL positions and 15 closed out — a net gain of 6 holders — while 73 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.07M. The largest seller was Lindbrook Capital, cutting an estimated $7.4M.

  • 187 institutional investors held Oaktree Specialty Lending (OCSL) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $571M of Oaktree Specialty Lending stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 21 funds opened new Oaktree Specialty Lending positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest Oaktree Specialty Lending buyer in Q3 2023 was Morgan Stanley, an estimated $6.07M added.
  • The largest Oaktree Specialty Lending seller in Q3 2023 was Lindbrook Capital, an estimated $7.4M sold.

Based on aggregated 13F filings for Q3 2023.