KI
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Kula Investments’s Blue Owl Capital OBDC Stock Holding History

Kula Investments’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
2023
Q1 		$1M Buy
79,397
+67,773
+583% +$872K 0.25% 127
2022
Q4 		$134K Buy
+11,624
New +$139K 0.04% 550

Other funds holding OBDC

ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

Kula Investments's OBDC Position: Q1 2023 in Review

Kula Investments increased its Blue Owl Capital (OBDC) stake by 583% in Q1 2023, buying an estimated $872K and bringing the position to 79,397 shares worth $1M. The position accounts for 0.25% of the portfolio, ranked #127.

Kula Investments first reported a position in OBDC in Q4 2022 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold OBDC as of Q1 2023.

  • Kula Investments held 79,397 shares of Blue Owl Capital worth $1M as of Q1 2023.
  • Kula Investments bought 67,773 Blue Owl Capital shares in Q1 2023, an estimated $872K.
  • Blue Owl Capital made up 0.25% of Kula Investments's portfolio in Q1 2023, its #127 holding.
  • Kula Investments first reported a position in Blue Owl Capital in Q4 2022 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.