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Blue Owl Capital
OBDC

Overview Fund Activity

304 hedge funds and large institutions have $2.22B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 123 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+12
Holders Change %
+4.11%
% of All Funds
4.79%
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
123
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
$148M
2
BOCH
Blue Owl Capital Holdings
New York
$27.4M
3
Two Sigma Investments
Two Sigma Investments
New York
$6.83M
4
Marshall Wace
Marshall Wace
United Kingdom
$4.62M
5
Osaic Holdings
Osaic Holdings
Arizona
$11.1M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$12.1M
2
OPERF
Oregon Public Employees Retirement Fund
Oregon
$46.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
ROTUOC
Regents of the University of California
California
$326M
5
AC
AlphaCore Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
226
Keystone Financial Group (Kentucky)
Kentucky
$196K +$196K +14,600 New
IWA
227
Intercontinental Wealth Advisors
Texas
$190K +$190K +14,135 New
PWM
228
Perigon Wealth Management
California
$188K +$188K +14,043 New
FAFN
229
First Affirmative Financial Network
Colorado
$188K +$44.4K +3,306 +31%
IWM
230
IHT Wealth Management
Illinois
$187K +$11.7K +874 +7%
HT
231
Heritage Trust
Oklahoma
$187K – – –
Verition Fund Management
232
Verition Fund Management
Connecticut
$187K +$49.7K +3,700 +36%
HP
233
Hyperion Partners
Pennsylvania
$175K – – –
CC
234
Copperleaf Capital
North Carolina
$173K -$73.6K -5,483 -30%
YIH
235
Y-Intercept (HK)
Hong Kong
$171K +$171K +12,765 New
Bank Julius Baer & Co
236
Bank Julius Baer & Co
Switzerland
$169K +$1.91K +142 +1%
AFP
237
Ausdal Financial Partners
Iowa
$164K – – –
BCM
238
Bayesian Capital Management
New York
$163K -$1.64K -122 -1%
CLG
239
Cooperman Leon G
$161K +$161K +12,000 New
TW
240
Transform Wealth
Colorado
$159K +$2.67K +194 +2%
SWM
241
SeaCrest Wealth Management
New York
$157K -$40.3K -3,000 -20%
CAL
242
Capital Advisors Ltd
Ohio
$148K – – –
GA
243
Goldstein Advisors
Wisconsin
$145K – – –
Nomura Asset Management
244
Nomura Asset Management
Japan
$145K +$34K +2,530 +31%
GLA
245
Good Life Advisors
Pennsylvania
$143K -$15.8K -1,178 -10%
GRP
246
Global Retirement Partners
California
$142K +$631 +47 +0.4%
BB
247
Busey Bank
Illinois
$142K +$142K +10,549 New
AWA
248
Arete Wealth Advisors
Illinois
$137K -$237K -17,662 -63%
AWS
249
Aspen Wealth Strategies
Colorado
$137K – – –
LCM
250
Laurion Capital Management
New York
$136K +$136K +10,123 New
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10
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