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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
226
Concourse Financial Group Securities
Alabama
$336K +$66.3K +4,387 +25%
DA
227
DCM Advisors
New York
$334K +$9.05K +613 +3%
PWM
228
Perigon Wealth Management
California
$332K +$121K +8,184 +57%
QC
229
Quadrature Capital
United Kingdom
$330K +$330K +22,319 New
SFS
230
Sowell Financial Services
Arkansas
$323K +$12.1K +802 +4%
CG
231
CFO4Life Group
Texas
$322K +$4.04K +274 +1%
DFS
232
Dixon Fnancial Services
California
$314K +$314K +21,250 New
WPC
233
Wedmont Private Capital
Pennsylvania
$311K +$311K +20,601 New
SWA
234
Stratos Wealth Advisors
Ohio
$300K +$4.47K +303 +2%
BPA
235
Beacon Pointe Advisors
California
$299K -$3.06K -207 -1%
S
236
SignatureFD
Georgia
$293K +$11.1K +752 +4%
PPW
237
Pasadena Private Wealth
California
$286K +$3.54K +240 +1%
RJT
238
Raymond James Trust
Florida
$284K +$59.3K +4,018 +26%
NW
239
Naviter Wealth
Arkansas
$284K +$30.2K +2,000 +12%
CIG
240
Cascade Investment Group
Colorado
$281K +$23.6K +1,600 +9%
CPA
241
Capital Performance Advisors
California
$279K +$8.07K +547 +3%
DFCM
242
Dark Forest Capital Management
Puerto Rico
$270K -$1.28M -86,705 -83%
PW
243
Peninsula Wealth
California
$269K – – –
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$261K -$647K -43,836 -71%
NP
245
NorthRock Partners
Minnesota
$260K +$260K +17,187 New
TWM
246
TMD Wealth Management
Arizona
$257K -$257K -17,400 -50%
CWP
247
Core Wealth Partners
California
$255K – – –
ACM
248
Anfield Capital Management
California
$254K +$38.2K +2,585 +18%
JFG
249
Jefferies Financial Group
New York
$249K +$13.3K +899 +6%
JIC
250
Joel Isaacson & Co
New York
$245K – – –
8 9
10
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