Oaktree Specialty Lending
OCSL
198 hedge funds and large institutions have $590M invested in Oaktree Specialty Lending in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 37 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
32% more call options, than puts
Call options by funds: $3.53M | Put options by funds: $2.67M
32% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 56
4% less capital invested
Capital invested by funds: $618M → $590M (-$27.8M)
1.51% less ownership
Funds ownership: 39.17% → 37.65% (-1.5%)
4% less funds holding
Funds holding: 207 → 198 (-9)
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Melia Wealth
Tulsa,
Oklahoma
|
+$13.5M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$9.15M |
| 3 |
CM
Cercano Management
Bellevue,
Washington
|
+$8.9M |
| 4 |
AM
Ares Management
Los Angeles,
California
|
+$7.37M |
| 5 |
Morgan Stanley
New York
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$8.8M |
| 2 |
Millennium Management
New York
|
-$6.25M |
| 3 |
PGH
Partners Group Holding
Baar-Zug,
Switzerland
|
-$6.01M |
| 4 |
Neuberger Berman Group
New York
|
-$5.56M |
| 5 |
RWM
Rezny Wealth Management
Fort Myers,
Florida
|
-$5.33M |
OCSL Hedge Fund Activity: Q1 2024 in Review
198 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q1 2024, worth a combined $590M — down 4.5% from $618M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of OCSL and 29 opened new positions — a net loss of 8 holders — while 56 trimmed existing stakes and 74 added.
The largest buyer was Melia Wealth, opening a new position worth an estimated $13.5M. The largest seller was Two Sigma Investments, cutting an estimated $8.8M.
- 198 institutional investors held Oaktree Specialty Lending (OCSL) as of Q1 2024, down from 207 in Q4 2023.
- Funds reported $590M of Oaktree Specialty Lending stock for Q1 2024, down 4.5% quarter-over-quarter.
- 29 funds opened new Oaktree Specialty Lending positions in Q1 2024 and 37 closed out, a net change of -8 holders.
- The largest Oaktree Specialty Lending buyer in Q1 2024 was Melia Wealth, an estimated $13.5M added.
- The largest Oaktree Specialty Lending seller in Q1 2024 was Two Sigma Investments, an estimated $8.8M sold.
Based on aggregated 13F filings for Q1 2024.