We are live on ! Find out more
OBDC icon

Blue Owl Capital

275 hedge funds and large institutions have $2.13B invested in Blue Owl Capital in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

5% more funds holding

Funds holding: 263275 (+12)

0.01% less ownership

Funds ownership: 43.79%43.77% (-0.01%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

16% less capital invested

Capital invested by funds: $2.54B → $2.13B (-$404M)

61% less call options, than puts

Call options by funds: $4.22M | Put options by funds: $10.8M

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
4.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.32%
New
41
Increased
126
Reduced
64
Closed
28
Calls
$4.22M
Puts
$10.8M
Net Calls
-$6.58M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
251
GPS Wealth Strategies Group
Colorado
$34K
KFI
252
Key Financial Inc
Pennsylvania
$26K +$28.3K +2,065 New
PTC
253
Private Trust Company
Ohio
$23K +$25.5K +1,861 New
LPP
254
Life Planning Partners
Florida
$20K
CWM
255
Cedar Wealth Management
California
$17K
TF
256
Tompkins Financial
New York
$12K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$11K +$12.6K +917 New
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$10K +$247 +18 +2%
HWA
259
Heritage Wealth Advisors
Virginia
$9K +$9.59K +700 New
HWM
260
HighMark Wealth Management
Minnesota
$7K +$164 +12 +2%
AF
261
Advisornet Financial
Minnesota
$6K
FCG
262
Financial Connections Group
California
$6K +$178 +13 +2%
RCM
263
Raleigh Capital Management
North Carolina
$6K +$7.12K +520 New
TRCT
264
Tower Research Capital (TRC)
New York
$5K -$3.01K -220 -35%
WWMSC
265
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.14K +375 New
ETC
266
Exchange Traded Concepts
Oklahoma
$5K +$6.08K +444 New
AIC
267
Archer Investment Corporation
Indiana
$4.32K
SMG
268
Spectrum Management Group
Indiana
$4K
SSG
269
Summit Securities Group
New York
$4K
Group One Trading
270
Group One Trading
Illinois
$3K +$3.49K +255 New
MFT
271
Moisand Fitzgerald Tamayo
Florida
$2K -$2.3K -168 -50%
WOSD
272
WFA of San Diego
California
$2K +$2.12K +155 New
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$2K +$2.74K +200 New
MF
274
Magnetar Financial
Illinois
$969 +$1.08M +78,550 New
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$237 +$29.8K +2,175 +14%

OBDC Hedge Fund Activity: Q2 2022 in Review

275 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2022, worth a combined $2.13B — down 16% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OBDC positions and 28 closed out — a net gain of 13 holders — while 126 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $27M. The largest seller was Regents of the University of California, cutting an estimated $69.7M.

  • 275 institutional investors held Blue Owl Capital (OBDC) as of Q2 2022, up from 263 in Q1 2022.
  • Funds reported $2.13B of Blue Owl Capital stock for Q2 2022, down 16% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q2 2022 and 28 closed out, a net change of +13 holders.
  • The largest Blue Owl Capital buyer in Q2 2022 was Bank of America, an estimated $27M added.
  • The largest Blue Owl Capital seller in Q2 2022 was Regents of the University of California, an estimated $69.7M sold.

Based on aggregated 13F filings for Q2 2022.