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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
IWA
276
Icon Wealth Advisors
Texas
$233K
BPA
277
Beacon Pointe Advisors
California
$231K -$59.4K -3,954 -20%
Wolverine Trading
278
Wolverine Trading
Illinois
$228K +$228K +15,188 New
PA
279
Parallel Advisors
California
$226K -$12K -800 -5%
DFCM
280
Dark Forest Capital Management
Puerto Rico
$215K +$221K +14,737 New
BTI
281
Blue Trust Inc
Georgia
$214K -$730K -48,596 -78%
TCWM
282
Total Clarity Wealth Management
Illinois
$209K +$9.23K +615 +4%
BRA
283
Biechele Royce Advisors
Indiana
$206K -$15K -1,000 -7%
OCPWS
284
One Charles Private Wealth Services
Massachusetts
$204K +$210K +14,014 New
PPWP
285
Premier Path Wealth Partners
New Jersey
$204K
CG
286
CFO4Life Group
Texas
$201K -$52.9K -3,526 -20%
VA
287
Vident Advisory
Georgia
$199K -$28.1K -1,868 -12%
SC
288
Savant Capital
Illinois
$196K -$37.9K -2,527 -16%
Credit Agricole
289
Credit Agricole
France
$196K +$202K +13,421 New
SAM
290
Silvercrest Asset Management
New York
$194K +$200K +13,300 New
IWC
291
Integrated Wealth Concepts
Massachusetts
$193K +$30.8K +2,052 +18%
MSFS
292
Main Street Financial Solutions
Pennsylvania
$192K +$198K +13,157 New
Baird Financial Group
293
Baird Financial Group
Wisconsin
$191K +$9.14K +609 +5%
AFG
294
Atomi Financial Group
New York
$191K -$14.1K -941 -7%
TF
295
Trek Financial
Arizona
$191K -$26.8K -1,784 -12%
HP
296
Hyperion Partners
Pennsylvania
$190K
FFA
297
Farther Finance Advisors
California
$189K +$60K +3,998 +44%
FHA
298
Flagship Harbor Advisors
Massachusetts
$186K +$28.2K +1,881 +17%
Nomura Asset Management
299
Nomura Asset Management
Japan
$185K +$101K +6,738 +113%
Pathstone Holdings
300
Pathstone Holdings
New Jersey
$184K -$35.5K -2,361 -16%

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.