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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
US Bancorp
251
US Bancorp
Minnesota
$277K +$198K +13,168 +226%
PW
252
Peninsula Wealth
California
$276K
JFG
253
Jefferies Financial Group
New York
$275K -$20.1K -1,339 -7%
DCM
254
DGS Capital Management
New Jersey
$273K -$12.4K -828 -4%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$268K -$99.2K -6,607 -26%
NFC
256
Northeast Financial Consultants
Connecticut
$262K +$271K +18,016 New
NP
257
NorthRock Partners
Minnesota
$261K +$1.34K +89 +0.5%
CIC
258
Chilton Investment Company
Connecticut
$258K
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255K -$3.06M -203,520 -92%
CPL
260
CAP Partners LLC
Tennessee
$255K +$37.9K +2,522 +17%
WG
261
Welch Group
Alabama
$254K +$261K +17,401 New
CWP
262
Core Wealth Partners
California
$251K
ACM
263
Anfield Capital Management
California
$251K
SCA
264
Snowden Capital Advisors
New York
$251K -$6.47K -431 -3%
MA
265
MAS Advisors
Florida
$246K +$60 +4 +0%
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$246K +$104K +6,900 +69%
NRD
267
Nebula Research & Development
New York
$245K -$96.9K -6,450 -28%
AI
268
Accredited Investors
Minnesota
$242K
APW
269
Austin Private Wealth
Texas
$242K +$2.93K +195 +1%
JIC
270
Joel Isaacson & Co
New York
$242K
GAM
271
Griffin Asset Management
New York
$239K +$961 +64 +0.4%
TWM
272
TCFG Wealth Management
California
$238K +$245K +16,305 New
Focus Partners Wealth
273
Focus Partners Wealth
Massachusetts
$237K +$244K +16,256 New
JWCA
274
J.W. Cole Advisors
Florida
$235K -$47.1K -3,134 -16%
DWT
275
Dorsey & Whitney Trust
South Dakota
$233K +$90.1K +6,000 +60%

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.