OBDC icon

Blue Owl Capital
OBDC

Overview Fund Activity

300 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+27
Holders Change %
+9.89%
% of All Funds
4.84%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
63
Increased
127
Reduced
74
Closed
24
Calls
$5.71M
Puts
$112M
Net Calls
-$107M
Net Calls Change
-$67.1M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$322M
2
Millennium Management
2
Millennium Management
New York
$23.9M
3
NCM
3
Next Capital Management
New York
$20.3M
4
SCM
4
SCS Capital Management
Massachusetts
$10.4M
5
BPM
5
Blue Pool Management
Hong Kong
$10.2M

Top Sellers

1
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$263M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.5M
3
SO
3
STRS Ohio
Ohio
$23.7M
4
Invesco
4
Invesco
Georgia
$3.69M
5
TCA
5
Transcend Capital Advisors
New Jersey
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
226
Ausdal Financial Partners
Iowa
$146K +$347 +30 +0.2%
KFA
227
Kelleher Financial Advisors
New York
$143K +$1.48K +128 +1%
IWM
228
IHT Wealth Management
Illinois
$141K +$81 +7 +0.1%
Lido Advisors
229
Lido Advisors
California
$140K -$230K -19,931 -62%
CLG
230
Cooperman Leon G
$139K – – –
GLA
231
Good Life Advisors
Pennsylvania
$137K +$137K +11,819 New
Comerica Bank
232
Comerica Bank
Texas
$136K – – –
KI
233
Kula Investments
Illinois
$134K +$134K +11,624 New
KPWS
234
Kestra Private Wealth Services
Texas
$133K – – –
TW
235
Transform Wealth
Colorado
$133K -$8.6K -724 -6%
RJT
236
Raymond James Trust
Florida
$131K – – –
HSBC Holdings
237
HSBC Holdings
United Kingdom
$127K +$127K +11,069 New
XT
238
XTX Topco
Cayman Islands
$127K -$55.2K -4,776 -30%
CAL
239
Capital Advisors Ltd
Ohio
$127K – – –
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$126K -$49.5K -4,288 -28%
GA
241
Goldstein Advisors
Wisconsin
$125K +$125K +10,824 New
CG
242
CFO4Life Group
Texas
$124K -$124K -10,757 -50%
C
243
CFO4Life
Texas
$124K +$124K +10,723 New
CC
244
Copperleaf Capital
North Carolina
$123K +$123K +10,607 New
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
$120K +$120K +10,399 New
ONB
246
Old National Bancorp
Indiana
$120K +$120K +10,371 New
KAS
247
Kestra Advisory Services
Texas
$119K +$119K +10,344 New
AWS
248
Aspen Wealth Strategies
Colorado
$118K +$118K +10,192 New
BPA
249
Beacon Pointe Advisors
California
$117K +$358 +31 +0.3%
GF
250
Gries Financial
Ohio
$116K +$116K +10,015 New
8 9
10
11 12