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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
226
Sage Mountain Advisors
Georgia
$400K +$391K +25,990 New
ACP
227
Arcus Capital Partners
Georgia
$396K +$8.8K +585 +2%
VWA
228
Visionary Wealth Advisors
Illinois
$392K
KFA
229
Kelleher Financial Advisors
New York
$390K +$3.52K +234 +0.9%
PP
230
Pegasus Partners
Wisconsin
$385K
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$381K +$13.7K +910 +4%
CFGS
232
Concourse Financial Group Securities
Alabama
$379K +$28K +1,864 +8%
AA
233
Ancora Advisors
Ohio
$378K
SA
234
SpiderRock Advisors
Delaware
$377K +$372K +24,741 New
TRCT
235
Tower Research Capital (TRC)
New York
$374K +$217K +14,462 +146%
DA
236
DCM Advisors
New York
$373K +$24.1K +1,606 +7%
CA
237
Crewe Advisors
Utah
$369K +$361K +24,000 New
LSAG
238
Lake Street Advisors Group
New Hampshire
$354K
SFS
239
Sowell Financial Services
Arkansas
$354K +$16.4K +1,088 +5%
TFA
240
Teamwork Financial Advisors
Texas
$353K -$797 -53 -0.2%
BFM
241
Boston Financial Management
Massachusetts
$351K
Barclays
242
Barclays
United Kingdom
$351K +$208K +13,837 +154%
S
243
SignatureFD
Georgia
$347K +$41.4K +2,752 +14%
PWM
244
Perigon Wealth Management
California
$347K +$301 +20 +0.1%
RJT
245
Raymond James Trust
Florida
$346K +$48.5K +3,223 +17%
AWA
246
Arkadios Wealth Advisors
Georgia
$344K -$18.8K -1,250 -5%
CG
247
CFO4Life Group
Texas
$340K +$4.13K +275 +1%
MC
248
Moors & Cabot
Massachusetts
$331K +$323K +21,500 New
DFS
249
Dixon Fnancial Services
California
$327K
WPC
250
Wedmont Private Capital
Pennsylvania
$321K

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.