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Blue Owl Capital

274 hedge funds and large institutions have $1.73B invested in Blue Owl Capital in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 78

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% less funds holding

Funds holding: 275274 (-1)

1.57% less ownership

Funds ownership: 43.77%42.21% (-1.6%)

19% less capital invested

Capital invested by funds: $2.13B → $1.73B (-$407M)

93% less call options, than puts

Call options by funds: $3.04M | Put options by funds: $42.6M

Holders
274
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.34%
New
36
Increased
116
Reduced
78
Closed
33
Calls
$3.04M
Puts
$42.6M
Net Calls
-$39.5M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
226
Jefferies Group
New York
$117K -$2.73K -215 -2%
RJT
227
Raymond James Trust
Florida
$117K +$7.2K +566 +5%
MWM
228
Mission Wealth Management
California
$116K
GRP
229
Global Retirement Partners
California
$115K +$2.75K +216 +2%
CAL
230
Capital Advisors Ltd
Ohio
$114K
Comerica Bank
231
Comerica Bank
Texas
$114K
BPA
232
Beacon Pointe Advisors
California
$105K +$128K +10,091 New
Nomura Asset Management
233
Nomura Asset Management
Japan
$103K +$71K +5,581 +128%
CFD
234
Creative Financial Designs
Indiana
$97K -$18K -1,414 -13%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$73K
PCC
236
Park Circle Company
Maryland
$65K
BWA
237
BDO Wealth Advisors
Florida
$61K +$776 +61 +1%
HI
238
Harbour Investments
Wisconsin
$54K
APC
239
Aspire Private Capital
North Carolina
$48K -$7.74K -609 -12%
SIS
240
Sound Income Strategies
Florida
$38K +$7.7K +606 +20%
TRCT
241
Tower Research Capital (TRC)
New York
$37K +$40.2K +3,165 +791%
IA
242
IFP Advisors
Florida
$33K -$1.91K -150 -6%
WFA
243
Wipfli Financial Advisors
Wisconsin
$32K +$38.1K +3,000 New
PFBT
244
Parkside Financial Bank & Trust
Missouri
$31K +$839 +66 +2%
GWSG
245
GPS Wealth Strategies Group
Colorado
$29K
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$22K +$17.4K +1,367 +176%
Group One Trading
247
Group One Trading
Illinois
$21K +$23.1K +1,814 +711%
WT
248
Whittier Trust
California
$18K +$22.6K +1,774 New
LPP
249
Life Planning Partners
Florida
$16.9K
US Bancorp
250
US Bancorp
Minnesota
$16K -$42K -3,300 -69%

OBDC Hedge Fund Activity: Q3 2022 in Review

274 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2022, worth a combined $1.73B — down 19% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OBDC positions and 33 closed out — a net gain of 3 holders — while 116 added to existing stakes and 78 trimmed.

The largest buyer was Mariner, adding an estimated $9.16M. The largest seller was Fidelity International, cutting an estimated $41M.

  • 274 institutional investors held Blue Owl Capital (OBDC) as of Q3 2022, down from 275 in Q2 2022.
  • Funds reported $1.73B of Blue Owl Capital stock for Q3 2022, down 19% quarter-over-quarter.
  • 36 funds opened new Blue Owl Capital positions in Q3 2022 and 33 closed out, a net change of +3 holders.
  • The largest Blue Owl Capital buyer in Q3 2022 was Mariner, an estimated $9.16M added.
  • The largest Blue Owl Capital seller in Q3 2022 was Fidelity International, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2022.