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Blue Owl Capital

318 hedge funds and large institutions have $2.29B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.3M

51% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 80

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

4% more funds holding

Funds holding: 306318 (+12)

3% more capital invested

Capital invested by funds: $2.23B → $2.29B (+$61.1M)

0.04% more ownership

Funds ownership: 42.4%42.43% (+0.04%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
5.05%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
55
Increased
121
Reduced
80
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
251
AFT Forsyth & Company
Florida
$183K +$182K +13,201 New
VWA
252
V Wealth Advisors
Kansas
$181K -$480K -34,774 -73%
Nomura Asset Management
253
Nomura Asset Management
Japan
$180K +$30.4K +2,205 +20%
HP
254
Hyperion Partners
Pennsylvania
$180K
AFP
255
Ausdal Financial Partners
Iowa
$177K +$7.46K +540 +4%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$173K +$172K +12,494 New
CLG
257
Cooperman Leon G
$162K
SWM
258
SeaCrest Wealth Management
New York
$162K
GLA
259
Good Life Advisors
Pennsylvania
$158K +$10.1K +730 +7%
ONB
260
Old National Bancorp
Indiana
$157K -$152K -11,024 -49%
IC
261
IEQ Capital
California
$155K +$154K +11,172 New
ACM
262
Aquatic Capital Management
Illinois
$154K -$56.6K -4,100 -27%
IWC
263
Integrated Wealth Concepts
Massachusetts
$152K +$152K +11,005 New
CAL
264
Capital Advisors Ltd
Ohio
$152K
ZIC
265
ZWJ Investment Counsel
Georgia
$148K +$147K +10,670 New
AWS
266
Aspen Wealth Strategies
Colorado
$141K
GRP
267
Global Retirement Partners
California
$141K +$745 +54 +0.5%
DWT
268
Dorsey & Whitney Trust
South Dakota
$139K
TC
269
Telemus Capital
Michigan
$139K
PA
270
Parallel Advisors
California
$119K +$48.3K +3,500 +69%
PCC
271
Park Circle Company
Maryland
$86.9K
GWMIA
272
Global Wealth Management Investment Advisory
Florida
$72K
APC
273
Aspire Private Capital
North Carolina
$71.2K +$1.99K +144 +3%
HI
274
Harbour Investments
Wisconsin
$67.5K +$152 +11 +0.2%
BCM
275
Bourgeon Capital Management
Connecticut
$65.8K +$65.6K +4,750 New

OBDC Hedge Fund Activity: Q3 2023 in Review

318 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2023, worth a combined $2.29B — up 2.7% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OBDC positions and 39 closed out — a net gain of 16 holders — while 121 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $32.1M. The largest seller was Enstar Group, exiting entirely with an estimated $53.1M sold.

  • 318 institutional investors held Blue Owl Capital (OBDC) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $2.29B of Blue Owl Capital stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 55 funds opened new Blue Owl Capital positions in Q3 2023 and 39 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $32.1M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Enstar Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2023.