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Blue Owl Capital

318 hedge funds and large institutions have $2.29B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.3M

51% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 80

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

4% more funds holding

Funds holding: 306318 (+12)

3% more capital invested

Capital invested by funds: $2.23B → $2.29B (+$61.1M)

0.04% more ownership

Funds ownership: 42.4%42.43% (+0.04%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
5.05%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
55
Increased
121
Reduced
80
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
226
Cascade Investment Group
Colorado
$241K -$11K -800 -4%
CWP
227
Core Wealth Partners
California
$239K +$238K +17,256 New
NW
228
Naviter Wealth
Arkansas
$238K
JIC
229
Joel Isaacson & Co
New York
$230K +$229K +16,589 New
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$228K -$1.18M -85,185 -84%
CC
231
Centiva Capital
New York
$223K +$222K +16,097 New
JFG
232
Jefferies Financial Group
New York
$221K -$64.6K -4,680 -23%
APW
233
Austin Private Wealth
Texas
$220K +$2.46K +178 +1%
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$219K +$218K +15,820 New
IWP
235
Icon Wealth Partners
Texas
$217K
BC
236
Bridgefront Capital
Texas
$215K +$214K +15,517 New
SCA
237
Snowden Capital Advisors
New York
$214K -$194K -14,061 -48%
RJT
238
Raymond James Trust
Florida
$211K
CCA
239
Cruiser Capital Advisors
Connecticut
$208K
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$205K +$2.79K +202 +1%
MWM
241
Mission Wealth Management
California
$204K
ACM
242
Anfield Capital Management
California
$203K +$202K +14,629 New
PWM
243
Perigon Wealth Management
California
$199K +$4.06K +294 +2%
CC
244
Callan Capital
California
$197K +$197K +14,237 New
OR
245
Olympiad Research
Connecticut
$194K +$193K +13,992 New
HT
246
Heritage Trust
Oklahoma
$193K
NC
247
NovaPoint Capital
Georgia
$192K +$192K +13,885 New
FAFN
248
First Affirmative Financial Network
Colorado
$189K -$4.16K -301 -2%
QT
249
Quantbot Technologies
New York
$185K -$1.89M -136,672 -91%
IWM
250
IHT Wealth Management
Illinois
$185K -$8.48K -614 -4%

OBDC Hedge Fund Activity: Q3 2023 in Review

318 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2023, worth a combined $2.29B — up 2.7% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OBDC positions and 39 closed out — a net gain of 16 holders — while 121 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $32.1M. The largest seller was Enstar Group, exiting entirely with an estimated $53.1M sold.

  • 318 institutional investors held Blue Owl Capital (OBDC) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $2.29B of Blue Owl Capital stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 55 funds opened new Blue Owl Capital positions in Q3 2023 and 39 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $32.1M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Enstar Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2023.