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Blue Owl Capital

263 hedge funds and large institutions have $2.54B invested in Blue Owl Capital in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

62% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 63

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

10% more funds holding

Funds holding: 240263 (+23)

7% more capital invested

Capital invested by funds: $2.37B → $2.54B (+$172M)

1.29% more ownership

Funds ownership: 42.5%43.79% (+1.3%)

14% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $5.63M

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.15%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
52
Increased
102
Reduced
63
Closed
27
Calls
$4.83M
Puts
$5.63M
Net Calls
-$795K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
226
Creative Financial Designs
Indiana
$136K +$135K +9,200 New
GRP
227
Global Retirement Partners
California
$121K +$139K +9,500 New
CFGS
228
Concourse Financial Group Securities
Alabama
$119K -$1.67K -114 -1%
Barclays
229
Barclays
United Kingdom
$112K +$112K +7,609 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$103K
PCC
231
Park Circle Company
Maryland
$93K
BWA
232
BDO Wealth Advisors
Florida
$89K +$41.1K +2,803 +88%
QT
233
Quantbot Technologies
New York
$88K +$87.9K +6,000 New
GWMIA
234
Global Wealth Management Investment Advisory
Florida
$77K
APC
235
Aspire Private Capital
North Carolina
$75K +$1.57K +107 +2%
GWM
236
Geneos Wealth Management
Colorado
$73K -$3.59K -245 -5%
VNA
237
Valley National Advisers
Pennsylvania
$70K
SIS
238
Sound Income Strategies
Florida
$42K +$3.63K +248 +10%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$42K +$41.2K +2,813 New
GWSG
240
GPS Wealth Strategies Group
Colorado
$41K
AIL
241
AGF Investments LLC
Ontario, Canada
$38K +$37.3K +2,547 New
Citigroup
242
Citigroup
New York
$38K +$38K +2,594 New
WAM
243
Worth Asset Management
Texas
$38K +$43.2K +2,950 New
IA
244
IFP Advisors
Florida
$36K +$34.4K +2,347 New
NWM
245
Nauset Wealth Management
Connecticut
$34K +$33.7K +2,300 New
LPP
246
Life Planning Partners
Florida
$24K
US Bancorp
247
US Bancorp
Minnesota
$22K +$22K +1,500 New
CWM
248
Cedar Wealth Management
California
$21K
AF
249
Allworth Financial
California
$15K +$14.7K +1,000 New
TF
250
Tompkins Financial
New York
$14K +$14.1K +965 New

OBDC Hedge Fund Activity: Q1 2022 in Review

263 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2022, worth a combined $2.54B — up 7.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 27 closed out — a net gain of 25 holders — while 102 added to existing stakes and 63 trimmed.

The largest buyer was Enstar Group, adding an estimated $55.4M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $27.1M sold.

  • 263 institutional investors held Blue Owl Capital (OBDC) as of Q1 2022, up from 240 in Q4 2021.
  • Funds reported $2.54B of Blue Owl Capital stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2022 and 27 closed out, a net change of +25 holders.
  • The largest Blue Owl Capital buyer in Q1 2022 was Enstar Group, an estimated $55.4M added.
  • The largest Blue Owl Capital seller in Q1 2022 was Indaba Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2022.