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Blue Owl Capital
OBDC

306 hedge funds and large institutions have $2.23B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 76

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

4% more funds holding

Funds holding: 294 → 306 (+12)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$44.1M)

1.98% less ownership

Funds ownership: 44.38% → 42.4% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 24 → 21 (-3)

64% less call options, than puts

Call options by funds: $9.01M | Put options by funds: $25M

Holders
306
Holders Change
+12
Holders Change %
+4.08%
% of All Funds
4.8%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.33%
New
52
Increased
124
Reduced
76
Closed
35
Calls
$9.01M
Puts
$25M
Net Calls
-$16M
Net Calls Change
+$38.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.3M
2
BOCH
Blue Owl Capital Holdings
New York
+$6.17M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.33M
4
Marshall Wace
Marshall Wace
United Kingdom
+$4.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.77M

Top Sellers

1
OPERF
Oregon Public Employees Retirement Fund
Oregon
-$65.1M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$27.2M
3
ROTUOC
Regents of the University of California
California
-$13.5M
4
AC
AlphaCore Capital
California
-$11.6M
5
SCM
SCS Capital Management
Massachusetts
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
226
Mission Wealth Management
California
$197K – – –
PPW
227
Pasadena Private Wealth
California
$197K +$192K +14,662 New
KFGK
228
Keystone Financial Group (Kentucky)
Kentucky
$196K +$191K +14,600 New
IWA
229
Intercontinental Wealth Advisors
Texas
$190K +$185K +14,135 New
PWM
230
Perigon Wealth Management
California
$188K +$184K +14,043 New
FAFN
231
First Affirmative Financial Network
Colorado
$188K +$43.2K +3,306 +31%
IWM
232
IHT Wealth Management
Illinois
$187K +$11.4K +874 +7%
HT
233
Heritage Trust
Oklahoma
$187K – – –
Verition Fund Management
234
Verition Fund Management
Connecticut
$187K +$48.4K +3,700 +36%
HP
235
Hyperion Partners
Pennsylvania
$175K – – –
CC
236
Copperleaf Capital
North Carolina
$173K -$71.7K -5,483 -30%
YIH
237
Y-Intercept (HK)
Hong Kong
$171K +$167K +12,765 New
Bank Julius Baer & Co
238
Bank Julius Baer & Co
Switzerland
$169K +$1.86K +142 +1%
AFP
239
Ausdal Financial Partners
Iowa
$164K – – –
BCM
240
Bayesian Capital Management
New York
$163K -$1.59K -122 -1%
CLG
241
Cooperman Leon G
$161K +$157K +12,000 New
TW
242
Transform Wealth
Colorado
$159K +$2.54K +194 +2%
SWM
243
SeaCrest Wealth Management
New York
$157K -$39.2K -3,000 -20%
CAL
244
Capital Advisors Ltd
Ohio
$148K – – –
GA
245
Goldstein Advisors
Wisconsin
$145K – – –
Nomura Asset Management
246
Nomura Asset Management
Japan
$145K +$33.1K +2,530 +31%
GLA
247
Good Life Advisors
Pennsylvania
$143K -$15.4K -1,178 -10%
GRP
248
Global Retirement Partners
California
$142K +$615 +47 +0.4%
BB
249
Busey Bank
Illinois
$142K +$138K +10,549 New
AWA
250
Arete Wealth Advisors
Illinois
$137K -$231K -17,662 -63%
8 9
10
11 12

OBDC Hedge Fund Activity: Q2 2023 in Review

306 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2023, worth a combined $2.23B — up 2% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 35 closed out — a net gain of 17 holders — while 124 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Oregon Public Employees Retirement Fund, cutting an estimated $65.1M.

  • 306 institutional investors held Blue Owl Capital (OBDC) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $2.23B of Blue Owl Capital stock for Q2 2023, up 2% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q2 2023 and 35 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q2 2023 was Bank of America, an estimated $12.3M added.
  • The largest Blue Owl Capital seller in Q2 2023 was Oregon Public Employees Retirement Fund, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2023.