AG
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Advisor Group’s Blue Owl Capital OBDC Stock Holding History

Advisor Group’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$228K Buy
12,755
+4,910
+63% +$85.8K ﹤0.01% 2296
2019
Q3 		$124K Buy
+7,845
New +$126K ﹤0.01% 2724

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
BPM
Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
NAM
Nationwide Asset Management Columbus, Ohio $25.1M AUM 13.37% 1-Year Est. Return

Advisor Group's OBDC Position: Q4 2019 in Review

Advisor Group increased its Blue Owl Capital (OBDC) stake by 63% in Q4 2019, buying an estimated $85.8K and bringing the position to 12,755 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Advisor Group first reported a position in OBDC in Q3 2019 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold OBDC as of Q4 2019.

  • Advisor Group held 12,755 shares of Blue Owl Capital worth $228K as of Q4 2019.
  • Advisor Group bought 4,910 Blue Owl Capital shares in Q4 2019, an estimated $85.8K.
  • Blue Owl Capital made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2296 holding.
  • Advisor Group first reported a position in Blue Owl Capital in Q3 2019 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.