Koch Industries’s Blue Owl Capital OWL Stock Holding History

Koch Industries’s Portfolio OWL Stock Details OWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,800,594	Closed	-$55.9M	–	11
2023 Q2	$55.9M	Sell	4,800,594 -9,791,223	-67%	-$105M	5.01%	6
2023 Q1	$162M	Sell	14,591,817 -21,375,854	-59%	-$256M	13.02%	4
2022 Q4	$381M	Hold	35,967,671	–	–	24.22%	2
2022 Q3	$332M	Hold	35,967,671	–	–	22.33%	2
2022 Q2	$361M	Hold	35,967,671	–	–	34.94%	1
2022 Q1	$456M	Hold	35,967,671	–	–	31.96%	1
2021 Q4	$560M	Hold	35,967,671	–	–	31.92%	1
2021 Q3	$560M	Buy	+35,967,671	New	+$499M	57.83%	1

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BPM

Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Koch Industries's OWL Position: Q3 2023 in Review

Koch Industries sold out of Blue Owl Capital (OWL) in Q3 2023, closing a stake of 4,800,594 shares — an estimated $55.9M sold.

Koch Industries first reported a position in OWL in Q3 2021 and held it in 8 quarters. The position peaked at $560M in Q4 2021. 247 funds tracked by Wall St. Rank hold OWL as of Q3 2023.

Koch Industries reported no remaining Blue Owl Capital position as of Q3 2023 after selling out during the quarter.
Koch Industries sold 4,800,594 Blue Owl Capital shares in Q3 2023, an estimated $55.9M.
Koch Industries first reported a position in Blue Owl Capital in Q3 2021 and held it in 8 quarters.
Koch Industries's Blue Owl Capital position peaked at $560M in Q4 2021.
247 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2023.

Based on Koch Industries's 13F filing for Q3 2023, filed 9 Nov 2023.