Blue Owl Capital
OBDC
240 hedge funds and large institutions have $2.37B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 49 reducing their positions, and 22 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 49
105% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 22
44% more call options, than puts
Call options by funds: $3.27M | Put options by funds: $2.27M
8% more funds holding
Funds holding: 222 → 240 (+18)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
0.76% less ownership
Funds ownership: 43.26% → 42.5% (-0.76%)
1% less capital invested
Capital invested by funds: $2.4B → $2.37B (-$32.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20.6M |
| 2 |
Morgan Stanley
New York
|
+$17.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$12.5M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$9.07M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPM
Blue Pool Management
Causeway Bay,
Hong Kong
|
-$79.2M |
| 2 |
ROTUOC
Regents of the University of California
Oakland,
California
|
-$76.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12M |
| 4 |
BEP
Brookside Equity Partners
Stamford,
Connecticut
|
-$10.3M |
| 5 |
MCAI
Members Capital Advisors Inc
Madison,
Wisconsin
|
-$9.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
251
CAZ Investments
Houston,
Texas
| – | -$328K | -23,216 | Closed |
|
|
JCM
252
Jag Capital Management
St Louis,
Missouri
| – | -$286K | -20,273 | Closed |
|
|
ACI
253
AMP Capital Investors
Sydney,
Australia
| – | -$274K | -19,430 | Closed |
|
254
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$269K | -19,058 | Closed |
|
|
HF
255
HRT Financial
New York
| – | -$224K | -15,920 | Closed |
|
|
BAAM
256
Baker Avenue Asset Management
San Francisco,
California
| – | -$224K | -15,900 | Closed |
|
257
Russell Investments Group
London,
United Kingdom
| – | -$104K | -7,375 | Closed |
|
|
FIA
258
FNY Investment Advisers
New York
| – | -$56K | -4,000 | Closed |
|
|
DOA
259
D'Orazio & Associates
Falls Church,
Virginia
| – | -$29K | -2,071 | Closed |
|
260
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$15K | -1,089 | Closed |
|
|
PA
261
PSI Advisors
Tampa,
Florida
| – | -$4K | -250 | Closed |
|
OBDC Hedge Fund Activity: Q4 2021 in Review
240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2021, worth a combined $2.37B — down 1.4% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new OBDC positions and 22 closed out — a net gain of 23 holders — while 113 added to existing stakes and 49 trimmed.
The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Blue Pool Management, exiting entirely with an estimated $79.2M sold.
- 240 institutional investors held Blue Owl Capital (OBDC) as of Q4 2021, up from 222 in Q3 2021.
- Funds reported $2.37B of Blue Owl Capital stock for Q4 2021, down 1.4% quarter-over-quarter.
- 45 funds opened new Blue Owl Capital positions in Q4 2021 and 22 closed out, a net change of +23 holders.
- The largest Blue Owl Capital buyer in Q4 2021 was Bank of America, an estimated $20.6M added.
- The largest Blue Owl Capital seller in Q4 2021 was Blue Pool Management, an estimated $79.2M sold.
Based on aggregated 13F filings for Q4 2021.