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Blue Owl Capital

387 hedge funds and large institutions have $2.57B invested in Blue Owl Capital in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 101

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

30% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $19.2M

3% more funds holding

Funds holding: 376387 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.37% less ownership

Funds ownership: 43.26%42.88% (-0.37%)

1% less capital invested

Capital invested by funds: $2.6B → $2.57B (-$28.4M)

Holders
387
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
47
Increased
165
Reduced
101
Closed
31
Calls
$24.9M
Puts
$19.2M
Net Calls
+$5.7M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Caprock Group
Idaho
$449K +$5.84K +365 +1%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$442K -$357K -22,352 -44%
MCP
228
Mirador Capital Partners
California
$437K +$20.5K +1,280 +5%
Brown Advisory
229
Brown Advisory
Maryland
$436K
GC
230
Gilbert & Cook
Iowa
$435K -$2.43M -152,227 -84%
SWA
231
Strategies Wealth Advisors
Michigan
$434K +$11.9K +745 +3%
UAG
232
United Advisor Group
Ohio
$433K
DFG
233
Demars Financial Group
Washington
$430K -$18.4K -1,153 -4%
BWA
234
BlueChip Wealth Advisors
Georgia
$426K
NC
235
NovaPoint Capital
Georgia
$423K +$120K +7,531 +38%
NVCHI
236
New Vernon Capital Holdings II
New Jersey
$421K -$1.08M -67,531 -71%
AAS
237
Avantax Advisory Services
Texas
$409K -$60.6K -3,793 -12%
IF
238
Integrity Financial
Wyoming
$408K -$134K -8,363 -24%
ACP
239
Arcus Capital Partners
Georgia
$405K +$9.87K +617 +2%
RWM
240
Ritholtz Wealth Management
New York
$402K +$418K +26,155 New
MLIC
241
Mandatum Life Insurance Company
Finland
$395K +$122K +7,601 +42%
KFA
242
Kelleher Financial Advisors
New York
$393K +$3.95K +247 +1%
VWA
243
Visionary Wealth Advisors
Illinois
$392K +$975 +61 +0.2%
DA
244
DCM Advisors
New York
$385K +$13.6K +851 +4%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$384K +$3.76K +235 +0.9%
PP
246
Pegasus Partners
Wisconsin
$384K
ADIM
247
Alpha DNA Investment Management
Maryland
$381K +$88.5K +5,537 +29%
CFGS
248
Concourse Financial Group Securities
Alabama
$379K
SA
249
SpiderRock Advisors
Delaware
$366K -$14.6K -916 -4%
PWM
250
Perigon Wealth Management
California
$365K +$19.1K +1,195 +5%

OBDC Hedge Fund Activity: Q2 2024 in Review

387 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2024, worth a combined $2.57B — down 1.1% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OBDC positions and 31 closed out — a net gain of 16 holders — while 165 added to existing stakes and 101 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $69.4M. The largest seller was Regents of the University of California, cutting an estimated $126M.

  • 387 institutional investors held Blue Owl Capital (OBDC) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $2.57B of Blue Owl Capital stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $69.4M added.
  • The largest Blue Owl Capital seller in Q2 2024 was Regents of the University of California, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.