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Blue Owl Capital
OBDC

Overview Fund Activity

300 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+27
Holders Change %
+9.89%
% of All Funds
4.84%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
63
Increased
127
Reduced
74
Closed
24
Calls
$5.71M
Puts
$112M
Net Calls
-$107M
Net Calls Change
-$67.1M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$322M
2
Millennium Management
2
Millennium Management
New York
$23.9M
3
NCM
3
Next Capital Management
New York
$20.3M
4
SCM
4
SCS Capital Management
Massachusetts
$10.4M
5
BPM
5
Blue Pool Management
Hong Kong
$10.2M

Top Sellers

1
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$263M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.5M
3
SO
3
STRS Ohio
Ohio
$23.7M
4
Invesco
4
Invesco
Georgia
$3.69M
5
TCA
5
Transcend Capital Advisors
New Jersey
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
276
Heritage Wealth Advisors
Virginia
$11.6K +$3.47K +300 +43%
TF
277
Tompkins Financial
New York
$11K – – –
FGAM
278
Financial Gravity Asset Management
Texas
$11K -$53K -58 -83%
FFA
279
Farther Finance Advisors
California
$10.5K +$10.5K +905 New
CAS
280
Coppell Advisory Solutions
Texas
$10.4K +$10.4K +900 New
CASC
281
Coppell Advisory Solutions Corp
Texas
$10.4K +$10.4K +900 New
EWA
282
EverSource Wealth Advisors
Alabama
$8.84K +$8.84K +765 New
CFD
283
Creative Financial Designs
Indiana
$8.25K -$99.9K -8,657 -92%
PFA
284
Pathway Financial Advisers
Indiana
$7.51K +$7.51K +650 New
AA
285
AlphaMark Advisors
Kentucky
$7K +$7K +574 New
RCM
286
Raleigh Capital Management
North Carolina
$6.93K +$924 +80 +15%
HWM
287
HighMark Wealth Management
Minnesota
$6.47K +$162 +14 +3%
FCG
288
Financial Connections Group
California
$6K +$134 +13 +2%
AF
289
Advisornet Financial
Minnesota
$5.78K – – –
Citigroup
290
Citigroup
New York
$5.27K -$5.39K -467 -51%
MIM
291
Macroview Investment Management
Maryland
$4.4K +$4.4K +381 New
AIC
292
Archer Investment Corporation
Indiana
$4.04K – – –
DFCM
293
Dark Forest Capital Management
Puerto Rico
$3.8K +$3.8K +329 New
ETC
294
Exchange Traded Concepts
Oklahoma
$3.75K +$3.65K +316 +3,511%
WAM
295
Worth Asset Management
Texas
$3.47K -$4.62K -400 -57%
BAM
296
Belpointe Asset Management
Nevada
$3.11K +$3.11K +269 New
PAG
297
Private Advisor Group
New Jersey
$1.29K -$1.95K -168,751 -60%
TAM
298
Tucker Asset Management
Colorado
$1.16K – – –
NA
299
NewEdge Advisors
Louisiana
$1.12K -$24 -2,066 -2%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$12 – – –
9 10 11
12
13