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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
Ritholtz Wealth Management
New York
$346K -$35.7K -2,378 -9%
DA
227
DCM Advisors
New York
$344K -$22.1K -1,469 -6%
SFS
228
Sowell Financial Services
Arkansas
$343K +$7.93K +528 +2%
BFM
229
Boston Financial Management
Massachusetts
$332K
Citigroup
230
Citigroup
New York
$331K +$29.4K +1,959 +9%
S
231
SignatureFD
Georgia
$329K -$886 -59 -0.3%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$326K +$148K +9,833 +78%
Mirae Asset Global Investments
233
Mirae Asset Global Investments
South Korea
$323K +$8.85K +589 +3%
CIG
234
Cascade Investment Group
Colorado
$322K
TFA
235
Teamwork Financial Advisors
Texas
$317K -$4.94K -329 -1%
SA
236
SpiderRock Advisors
Delaware
$316K -$31.8K -2,120 -9%
DFS
237
Dixon Fnancial Services
California
$310K
FAFN
238
First Affirmative Financial Network
Colorado
$307K +$24.7K +1,644 +8%
WPC
239
Wedmont Private Capital
Pennsylvania
$306K
SWA
240
Stratos Wealth Advisors
Ohio
$304K +$541 +36 +0.2%
BF
241
BOK Financial
Oklahoma
$301K
QT
242
Quantbot Technologies
New York
$300K -$2.16M -143,879 -87%
ACM
243
Alamar Capital Management
California
$299K
PCIA
244
Prime Capital Investment Advisors
Kansas
$296K +$80.7K +5,372 +36%
FG
245
Fiduciary Group
Georgia
$292K +$72.4K +4,824 +32%
CA
246
Crewe Advisors
Utah
$291K
FRM
247
Fox Run Management
Connecticut
$290K -$172K -11,444 -37%
WSFS
248
Wilmington Savings Fund Society
Delaware
$283K +$292K +19,446 New
PPW
249
Pasadena Private Wealth
California
$279K +$886 +59 +0.3%
TCWA
250
Turtle Creek Wealth Advisors
Texas
$277K +$24K +1,600 +9%

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.