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Blue Owl Capital

240 hedge funds and large institutions have $2.37B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 49

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

44% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.27M

8% more funds holding

Funds holding: 222240 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.76% less ownership

Funds ownership: 43.26%42.5% (-0.76%)

1% less capital invested

Capital invested by funds: $2.4B → $2.37B (-$32.8M)

Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
45
Increased
113
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cedar Wealth Management
California
$20K +$20K +1,400 New
Simplex Trading
227
Simplex Trading
Illinois
$17K +$16.4K +1,147 +1,792%
CA
228
Clearstead Advisors
Ohio
$13K
WWMSC
229
Wagner Wealth Management (South Carolina)
South Carolina
$11K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.1K +710 New
GAM
231
Gemmer Asset Management
California
$8K +$4.29K +300 +100%
HWM
232
HighMark Wealth Management
Minnesota
$7K +$157 +11 +2%
FCG
233
Financial Connections Group
California
$7K +$7.61K +532 New
TRCT
234
Tower Research Capital (TRC)
New York
$6K +$3.57K +250 +125%
SMG
235
Spectrum Management Group
Indiana
$5K
AIC
236
Archer Investment Corporation
Indiana
$4.96K +$5K +350 New
HNB
237
Huntington National Bank
Ohio
$4K
M1FG
238
Mach-1 Financial Group
Arkansas
$2K +$2.22K +155 New
LPWM
239
Lake Point Wealth Management
Texas
$1K
BPM
240
Blue Pool Management
Hong Kong
-$79.2M -5,611,912 Closed
Arrowstreet Capital
241
Arrowstreet Capital
Massachusetts
-$12M -852,944 Closed
BEP
242
Brookside Equity Partners
Connecticut
-$10.3M -732,646 Closed
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
-$3.98M -282,218 Closed
TA
244
TruWealth Advisors
Louisiana
-$1.47M -104,424 Closed
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
-$1.42M -99,370 Closed
KACA
246
Kayne Anderson Capital Advisors
California
-$1.25M -88,700 Closed
CSS
247
Cubist Systematic Strategies
Connecticut
-$626K -44,366 Closed
SCM
248
Shelton Capital Management
Colorado
-$388K -27,475 Closed
DA
249
DCM Advisors
New York
-$346K -24,500 Closed
AIM
250
Aigen Investment Management
New York
-$344K -24,382 Closed

OBDC Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2021, worth a combined $2.37B — down 1.4% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OBDC positions and 22 closed out — a net gain of 23 holders — while 113 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Blue Pool Management, exiting entirely with an estimated $79.2M sold.

  • 240 institutional investors held Blue Owl Capital (OBDC) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $2.37B of Blue Owl Capital stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 45 funds opened new Blue Owl Capital positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest Blue Owl Capital buyer in Q4 2021 was Bank of America, an estimated $20.6M added.
  • The largest Blue Owl Capital seller in Q4 2021 was Blue Pool Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.