KI
OWL icon

Kula Investments’s Blue Owl Capital OWL Stock Holding History

Kula Investments’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
Q1 		$353K Buy
31,819
+18,400
+137% +$220K 0.09% 413
2022
Q4 		$142K Buy
+13,419
New +$142K 0.04% 546

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BPM
Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Kula Investments's OWL Position: Q1 2023 in Review

Kula Investments increased its Blue Owl Capital (OWL) stake by 137% in Q1 2023, buying an estimated $220K and bringing the position to 31,819 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #413.

Kula Investments first reported a position in OWL in Q4 2022 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold OWL as of Q1 2023.

  • Kula Investments held 31,819 shares of Blue Owl Capital worth $353K as of Q1 2023.
  • Kula Investments bought 18,400 Blue Owl Capital shares in Q1 2023, an estimated $220K.
  • Blue Owl Capital made up 0.09% of Kula Investments's portfolio in Q1 2023, its #413 holding.
  • Kula Investments first reported a position in Blue Owl Capital in Q4 2022 and has held it in 2 quarters since.
  • 230 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.