Oaktree Specialty Lending
OCSL
196 hedge funds and large institutions have $471M invested in Oaktree Specialty Lending in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 57 reducing their positions, and 40 closing their positions.
60% more call options, than puts
Call options by funds: $955K | Put options by funds: $596K
19% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 57
6% more capital invested
Capital invested by funds: $446M → $471M (+$25.5M)
4.43% more ownership
Funds ownership: 33.12% → 37.55% (+4.4%)
5% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 40
1% more funds holding
Funds holding: 195 → 196 (+1)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$13M |
| 3 |
PMG
Private Management Group
Irvine,
California
|
+$11.6M |
| 4 |
JVBC
J.V. Bruni & Co
Colorado Springs,
Colorado
|
+$6.38M |
| 5 |
Millennium Management
New York
|
+$6.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
-$6.66M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.6M |
| 3 |
Two Sigma Investments
New York
|
-$5.57M |
| 4 |
TI
TrueMark Investments
Chicago,
Illinois
|
-$4.7M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$3.54M |
OCSL Hedge Fund Activity: Q4 2024 in Review
196 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q4 2024, worth a combined $471M — up 5.7% from $446M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new OCSL positions and 40 closed out — a net gain of 2 holders — while 68 added to existing stakes and 57 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $19M. The largest seller was Harbor Capital Advisors, exiting entirely with an estimated $6.66M sold.
- 196 institutional investors held Oaktree Specialty Lending (OCSL) as of Q4 2024, up from 195 in Q3 2024.
- Funds reported $471M of Oaktree Specialty Lending stock for Q4 2024, up 5.7% quarter-over-quarter.
- 42 funds opened new Oaktree Specialty Lending positions in Q4 2024 and 40 closed out, a net change of +2 holders.
- The largest Oaktree Specialty Lending buyer in Q4 2024 was Balyasny Asset Management, an estimated $19M added.
- The largest Oaktree Specialty Lending seller in Q4 2024 was Harbor Capital Advisors, an estimated $6.66M sold.
Based on aggregated 13F filings for Q4 2024.