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Blue Owl Capital
OBDC

Overview Fund Activity

316 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, 79 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
5.04%
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
79
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$32.2M
2
Two Sigma Investments
Two Sigma Investments
New York
$20.1M
3
SCM
SCS Capital Management
Massachusetts
$12.4M
4
Bank of America
Bank of America
North Carolina
$164M
5
Citadel Advisors
Citadel Advisors
Florida
$11.1M

Top Sellers

1
EG
Enstar Group
Bermuda
$0
2
OPERF
Oregon Public Employees Retirement Fund
Oregon
$0
3
ROTUOC
Regents of the University of California
California
$301M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
NAM
Nationwide Asset Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
276
Register Financial Advisors
Georgia
$59.8K – – –
BAAM
277
Baker Avenue Asset Management
California
$52.9K – – –
US Bancorp
278
US Bancorp
Minnesota
$48.5K – – –
Citigroup
279
Citigroup
New York
$46.1K +$36.4K +2,631 +377%
Fidelity International
280
Fidelity International
Bermuda
$40.8K -$43.4K -3,098 -52%
SWM
281
Spire Wealth Management
Virginia
$40.2K – – –
GWSG
282
GPS Wealth Strategies Group
Colorado
$38.2K – – –
NFSG
283
Newbridge Financial Services Group
Florida
$35.6K +$402 +29 +1%
Lazard Asset Management
284
Lazard Asset Management
New York
$34K – – –
HWA
285
Heritage Wealth Advisors
Virginia
$30.5K – – –
TRCT
286
Tower Research Capital (TRC)
New York
$21.4K +$19.3K +1,395 +918%
AIM
287
Anchor Investment Management
South Carolina
$20.8K – – –
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.8K – – –
MIM
289
Macroview Investment Management
Maryland
$20.3K -$2.73K -197 -12%
AWM
290
AllSquare Wealth Management
New York
$19.4K – – –
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$18K +$303 +22 +2%
PB
292
Pinnacle Bancorp
Nebraska
$16.3K – – –
RA
293
Rise Advisors
New York
$15.5K +$429 +31 +3%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$13.9K -$3.17K -229 -19%
CSPIA
295
Cary Street Partners Investment Advisory
Virginia
$13.9K +$13.9K +1,000 New
TF
296
Tompkins Financial
New York
$13.4K – – –
AA
297
AlphaMark Advisors
Kentucky
$11K +$3.35K +251 +44%
BCMLT
298
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.6K – – –
EWA
299
EverSource Wealth Advisors
Alabama
$10.6K – – –
SCA
300
Stonebridge Capital Advisors
Minnesota
$10.5K +$10.5K +759 New
10 11
12
13 14