OCSLOAKTREE SPECIALTY LENDING

COM · CUSIP 67401P405

Smart Money Ownership

Of the 5 tracked institutions holding OCSL, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +5.3pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

OCSL (OAKTREE SPECIALTY LENDING) Institutional Ownership Summary

Among the 5 tracked institutional investors we monitor, OCSL (OAKTREE SPECIALTY LENDING) is held with a combined value of $9.66M across 854,701 shares. The largest holder is BlackRock, Inc. with a position worth $3.86M. 3 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$9.66M

Total Shares Held

854,701

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

CITADEL ADVISORS LLC+857% shares~$3.5M STATE STREET CORP+8% shares~$85.0K AQR CAPITAL MANAGEMENT LLC+5% shares~$19.6K

Biggest Sellers

BlackRock, Inc.−21% shares~$1.0M

13F Institutional Holders

Sort

AQR CAPITAL MANAGEMENT LLC

0.00% of book+5.1%

$403.09K

MILLENNIUM MANAGEMENT LLC

0.00% of book-69.8%

$313.28K

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$3.86M	341,857	0.00%	-20.6%
2	CITADEL ADVISORS LLC	$3.86M	341,616	0.00%	+857.0%
3	STATE STREET CORP	$1.22M	107,832	0.00%	+7.5%
4	AQR CAPITAL MANAGEMENT LLC	$403.09K	35,672	0.00%	+5.1%
5	MILLENNIUM MANAGEMENT LLC	$313.28K	27,724	0.00%	-69.8%

Frequently Asked Questions

Which institutional investors own the most OCSL stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of OCSL with a position worth $3.86M, representing 0.00% of their portfolio. In total, 5 institutional investors hold OCSL with a combined value of $9.66M.

What percentage of OCSL is owned by institutional investors?

Institutional investors hold $9.66M worth of OCSL stock across 5 positions. The largest institutional holder is BlackRock, Inc. with $3.86M in holdings.

What is a 13F filing and why does it matter for OCSL?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For OCSL, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track OCSL institutional moves

Get notified when hedge funds change their OCSL positions.