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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
PI
276
PEAK6 Investments
Illinois
$64.4K +$64.2K +4,648 New
PFBT
277
Parkside Financial Bank & Trust
Missouri
$60.5K +$1.16K +84 +2%
RFA
278
Register Financial Advisors
Georgia
$59.8K
BAAM
279
Baker Avenue Asset Management
California
$52.9K
US Bancorp
280
US Bancorp
Minnesota
$48.5K
Citigroup
281
Citigroup
New York
$46.1K +$36.3K +2,631 +377%
Fidelity International
282
Fidelity International
Bermuda
$40.8K -$42.8K -3,098 -52%
SWM
283
Spire Wealth Management
Virginia
$40.2K
GWSG
284
GPS Wealth Strategies Group
Colorado
$38.2K
NFSG
285
Newbridge Financial Services Group
Florida
$35.6K +$400 +29 +1%
Lazard Asset Management
286
Lazard Asset Management
New York
$34K
HWA
287
Heritage Wealth Advisors
Virginia
$30.5K
TRCT
288
Tower Research Capital (TRC)
New York
$21.4K +$19.3K +1,395 +918%
AIM
289
Anchor Investment Management
South Carolina
$20.8K
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.8K
MIM
291
Macroview Investment Management
Maryland
$20.3K -$2.72K -197 -12%
AWM
292
AllSquare Wealth Management
New York
$19.4K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$18K +$304 +22 +2%
PB
294
Pinnacle Bancorp
Nebraska
$16.3K
RA
295
Rise Advisors
New York
$15.5K +$428 +31 +3%
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$13.8K -$3.16K -229 -19%
CSPIA
297
Cary Street Partners Investment Advisory
Virginia
$13.8K +$13.8K +1,000 New
TF
298
Tompkins Financial
New York
$13.4K
AA
299
AlphaMark Advisors
Kentucky
$11K +$3.46K +251 +44%
BCMLT
300
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.6K

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.