Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oaktree Specialty Lending (OCSL)

166 + 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
↓ -18
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — OCSL

Based on 170 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
170 funds currently hold this stock — 86% of the 3.0-year high of 198 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
21 fewer hedge funds hold OCSL compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

84 buying93 selling
Last quarter: 93 funds reduced or exited vs 84 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 24 → 46 → 36 → 23. 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.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 33% medium ■ 22% new
76 out of 170 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.
📊

Peak discovery — momentum slowing

26 → 24 → 46 → 36 → 23 new funds/Q
New funds entering each quarter: 24 → 46 → 36 → 23. OCSL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 51% veterans vs 29% newcomers

■ 51% veterans ■ 20% 1-2yr ■ 29% new
Entry-cohort mix of 173 holders: 88 (51%) are 2+ year veterans, 34 entered 1–2 years ago, and 51 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
24 of 167 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 Q2, 84 hedge funds were net buyers of OCSL (23 opened a new position, 61 added to an existing one), while 93 reduced or exited (52 trimmed, 41 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 28% of total institutional value in OCSL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -18 funds (more exits than new entries). Total institutional holders: 170.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: OCSL
166 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 166 188 -11.7%
13F Shares 43M 38M 13.25%
Total Value $489M $387M 26.2%
New Positions 23 36 -13
Increased Positions 59 64 -5
Closed Positions 42 46 -4
Reduced Positions 51 51 -
Total Calls 3 3 -
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.67 1.33 Bullish

Statistics: OCSL

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Institutional Holders (2026 Q2)

166 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melia Wealth LLC 5.01% 729,243 $8.7M
2 Bruni J V & Co /Co 2.70% 2,474,804 $29.5M
3 Beach Point Capital Management LP 2.10% 453,524 $5.4M
4 Michelson Medical Research Foundation, Inc. 1.88% 170,100 $2.0M
5 Palliser Capital (UK) Ltd 1.74% 270,993 $3.2M
6 Castlekeep Investment Advisors LLC 1.73% 289,711 $3.5M
7 Muzinich & Co., Inc. 1.37% 334,737 $4.0M
8 Oaktree Capital Management LP 1.30% 7,872,199 $94.0M
9 Private Management Group Inc 1.22% 3,869,484 $46.2M
10 Triad Investment Management 1.17% 88,563 $1.1M
11 Ares Management LLC 1.15% 2,204,305 $26.3M
12 TT Capital Management LLC 0.86% 91,982 $1.1M
13 Sbe LLC Dba Cedar Cove Wealth Partners 0.73% 129,925 $1.6M
14 Old Port Advisors 0.58% 247,537 $3.0M
15 Carnegie Lake Advisors LLC 0.58% 130,348 $1.6M
16 Significant Wealth Partners LLC 0.50% 38,933 $465K
17 Plan Group Financial, LLC 0.50% 202,342 $2.4M
18 Generali Asset Management SPA SGR 0.45% 2,080,867 $24.8M
19 United Advisor Group, LLC 0.37% 293,056 $3.5M
20 NewGen Asset Management Ltd 0.36% 73,819 $881K
21 Fiduciary Financial Group, LLC 0.25% 185,270 $2.2M
22 Arnhold LLC 0.25% 297,345 $3.6M
23 Naviter Wealth, LLC 0.23% 208,294 $2.5M
24 Tortuga Wealth Management, Inc 0.19% 17,525 $198K
25 Avaii Wealth Management, LLC 0.18% 51,523 $615K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 47% buying: Last quarter: 93 funds reduced or exited vs 84 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OCSL holders?

Strong quality — 28% AUM from major funds: 24 of 167 holders rank in the top 100 by AUM, accounting for 28% 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?

45% of holders stayed for 2+ years: 76 out of 170 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.

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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