Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oaktree Specialty Lending (OCSL)

187 + Investors. Track Smart Money conviction in OCSL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — OCSL

Based on 187 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OCSL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
187 hedge funds hold OCSL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OCSL is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

101 buying98 selling
Last quarter: 101 funds bought or added vs 98 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 24 → 46 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 26% new
75 out of 187 hedge funds have held OCSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +7%, value -15%

Value
-15%
Shares
+7%
Last quarter: funds added +7% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

28 → 25 → 24 → 46 → 36 new funds/Q
New funds entering each quarter: 25 → 24 → 46 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 21% 1-2yr ■ 30% new
Of 192 current holders: 94 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
25 of 187 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OCSL

In 2026 Q1, 101 hedge funds were net buyers of OCSL (36 opened a new position, 65 added to an existing one), while 98 reduced or exited (52 trimmed, 46 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 20% of total institutional value in OCSL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 187.

Hedge Fund Ownership: OCSL

How many hedge funds hold OCSL — quarterly history vs. share price
Quarterly hedge fund ownership of OCSL vs. share price

Market Analysis: OCSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCSL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Oaktree Specialty Lending (OCSL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OCSL has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
OCSL
+5.0%
XLF
+1220.3%

OCSL outperformed XLF by -1215.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
OCSL
+0.8%
XLF
+4.8%

Since the filing became public, OCSL outperformed XLF by -4.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: OCSL
187 + Investors

Track Smart Money conviction in OCSL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 187 197 -5.08%
13F Shares 38M 36M 7.07%
Total Value $387M $455M -14.95%
New Positions 36 46 -10
Increased Positions 64 54 +10
Closed Positions 46 28 +18
Reduced Positions 50 70 -20
Total Calls 3 1 200.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 3.0 Bearish

Statistics: OCSL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

187 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OCSL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OCSL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melia Wealth LLC 6.79% 1,241,101 $14.0M
2 Panoramic Investment Advisors, LLC 6.79% 1,241,204 $14.0M
3 Beach Point Capital Management LP 4.94% 1,111,559 $12.6M
4 Bruni J V & Co /Co 2.95% 2,497,874 $28.2M
5 Triad Investment Management 2.57% 599,036 $7.0M
6 Castlekeep Investment Advisors LLC 2.06% 336,586 $3.8M
7 Michelson Medical Research Foundation, Inc. 1.95% 170,100 $1.9M
8 Ares Management LLC 1.56% 2,099,305 $23.7M
9 Muzinich & Co., Inc. 1.32% 333,559 $3.8M
10 Private Management Group Inc 1.21% 3,721,494 $42.1M
11 TT Capital Management LLC 0.84% 89,746 $1.0M
12 Sbe LLC Dba Cedar Cove Wealth Partners 0.75% 126,321 $1.4M
13 Rivernorth Capital Management, LLC 0.72% 1,279,906 $14.5M
14 Carnegie Lake Advisors LLC 0.59% 131,340 $1.5M
15 Old Port Advisors 0.55% 212,288 $2.4M
16 Significant Wealth Partners LLC 0.53% 38,276 $433K
17 Generali Asset Management SPA SGR 0.49% 2,087,981 $23.6M
18 Plan Group Financial, LLC 0.43% 161,006 $1.8M
19 United Advisor Group, LLC 0.40% 285,643 $3.2M
20 Oaktree Capital Management LP 0.33% 1,852,456 $20.9M
21 Wealthedge Investment Advisors, LLC 0.28% 68,037 $769K
22 Closed-End Fund Advisors, Inc. 0.26% 22,787 $257K
23 Tortuga Wealth Management, Inc 0.25% 18,446 $235K
24 Naviter Wealth, LLC 0.23% 166,080 $1.9M
25 Arnhold LLC 0.23% 282,345 $3.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Oaktree Specialty Lending (OCSL)

What does the Smart Money Trend signal show for OCSL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OCSL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OCSL?

Slight buying edge — 51% buying: Last quarter: 101 funds bought or added vs 98 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OCSL holders?

Strong quality — 20% AUM from major funds: 25 of 187 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OCSL?

40% of holders stayed for 2+ years: 75 out of 187 hedge funds have held OCSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Oaktree Specialty Lending (OCSL) following the 2026 Q1 hedge fund 13F filings?

As of today, OCSL has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.0%. Since the quarter end (March 31, 2026), OCSL has gained +5.0% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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