We are live on ! Find out more
OBDC icon

Blue Owl Capital

275 hedge funds and large institutions have $2.13B invested in Blue Owl Capital in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

5% more funds holding

Funds holding: 263275 (+12)

0.01% less ownership

Funds ownership: 43.79%43.77% (-0.01%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

16% less capital invested

Capital invested by funds: $2.54B → $2.13B (-$404M)

61% less call options, than puts

Call options by funds: $4.22M | Put options by funds: $10.8M

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
4.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.32%
New
41
Increased
126
Reduced
64
Closed
28
Calls
$4.22M
Puts
$10.8M
Net Calls
-$6.58M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
226
Wedbush Securities
California
$137K +$152K +11,123 New
CAL
227
Capital Advisors Ltd
Ohio
$136K
CFD
228
Creative Financial Designs
Indiana
$133K +$21.7K +1,586 +17%
Comerica Bank
229
Comerica Bank
Texas
$132K
RJT
230
Raymond James Trust
Florida
$132K
CG
231
CFO4Life Group
Texas
$128K +$3.21K +234 +2%
Lido Advisors
232
Lido Advisors
California
$123K -$13.2K -965 -9%
GRP
233
Global Retirement Partners
California
$117K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$86K
PCC
235
Park Circle Company
Maryland
$77K
BWA
236
BDO Wealth Advisors
Florida
$72K -$1.92K -140 -2%
AIP
237
Ahrens Investment Partners
Louisiana
$69K -$94.2K -6,872 -55%
HNB
238
Huntington National Bank
Ohio
$69K +$76.5K +5,586 New
GWMIA
239
Global Wealth Management Investment Advisory
Florida
$64K
APC
240
Aspire Private Capital
North Carolina
$64K +$1.62K +118 +2%
US Bancorp
241
US Bancorp
Minnesota
$59K +$45.2K +3,300 +220%
HI
242
Harbour Investments
Wisconsin
$54K +$60.1K +4,388 New
Nomura Asset Management
243
Nomura Asset Management
Japan
$53.8K +$59.7K +4,361 New
GWM
244
Geneos Wealth Management
Colorado
$50K -$13.6K -992 -20%
VNA
245
Valley National Advisers
Pennsylvania
$40K -$21.5K -1,568 -33%
SIS
246
Sound Income Strategies
Florida
$38K +$2.82K +206 +7%
WAM
247
Worth Asset Management
Texas
$37K
IA
248
IFP Advisors
Florida
$36K
Citigroup
249
Citigroup
New York
$36K +$4.22K +308 +12%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$35K +$891 +65 +2%

OBDC Hedge Fund Activity: Q2 2022 in Review

275 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2022, worth a combined $2.13B — down 16% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OBDC positions and 28 closed out — a net gain of 13 holders — while 126 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $27M. The largest seller was Regents of the University of California, cutting an estimated $69.7M.

  • 275 institutional investors held Blue Owl Capital (OBDC) as of Q2 2022, up from 263 in Q1 2022.
  • Funds reported $2.13B of Blue Owl Capital stock for Q2 2022, down 16% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q2 2022 and 28 closed out, a net change of +13 holders.
  • The largest Blue Owl Capital buyer in Q2 2022 was Bank of America, an estimated $27M added.
  • The largest Blue Owl Capital seller in Q2 2022 was Regents of the University of California, an estimated $69.7M sold.

Based on aggregated 13F filings for Q2 2022.