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Blue Owl Capital
OBDC

306 hedge funds and large institutions have $2.23B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 76

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

4% more funds holding

Funds holding: 294 → 306 (+12)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$44.1M)

1.98% less ownership

Funds ownership: 44.38% → 42.4% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 24 → 21 (-3)

64% less call options, than puts

Call options by funds: $9.01M | Put options by funds: $25M

Holders
306
Holders Change
+12
Holders Change %
+4.08%
% of All Funds
4.8%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.33%
New
52
Increased
124
Reduced
76
Closed
35
Calls
$9.01M
Puts
$25M
Net Calls
-$16M
Net Calls Change
+$38.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.3M
2
BOCH
Blue Owl Capital Holdings
New York
+$6.17M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.33M
4
Marshall Wace
Marshall Wace
United Kingdom
+$4.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.77M

Top Sellers

1
OPERF
Oregon Public Employees Retirement Fund
Oregon
-$65.1M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$27.2M
3
ROTUOC
Regents of the University of California
California
-$13.5M
4
AC
AlphaCore Capital
California
-$11.6M
5
SCM
SCS Capital Management
Massachusetts
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
301
Financial Gravity Asset Management
Texas
$4.24K +$170 +13 New
WAM
302
Worth Asset Management
Texas
$4.03K – – –
TRCT
303
Tower Research Capital (TRC)
New York
$2.04K -$115K -8,772 -98%
TAM
304
Tucker Asset Management
Colorado
$1.34K -$80.4K -6,149 -98%
CG
305
Cutler Group
California
$1K +$1.31K +100 New
JMPWA
306
JP Morgan Private Wealth Advisors
California
– -$27.2M -2,158,132 Closed
AC
307
AlphaCore Capital
California
– -$11.6M -918,909 Closed
BPM
308
Blue Pool Management
Hong Kong
– -$11.1M -883,350 Closed
PGH
309
Partners Group Holding
Switzerland
– -$6.65M -527,004 Closed
WAG
310
Winthrop Advisory Group
Massachusetts
– -$1.98M -153,594 Closed
BZWA
311
Blue Zone Wealth Advisors
California
– -$1.6M -126,749 Closed
LCWP
312
Legacy Capital Wealth Partners
Arkansas
– -$1.24M -98,673 Closed
Two Sigma Advisers
313
Two Sigma Advisers
New York
– -$924K -73,300 Closed
NP
314
NorthRock Partners
Minnesota
– -$814K -64,566 Closed
EMFAT
315
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$755K -59,840 Closed
CRC
316
Curi RMB Capital
Illinois
– -$696K -55,176 Closed
Squarepoint
317
Squarepoint
New York
– -$551K -43,671 Closed
AA
318
Ancora Advisors
Ohio
– -$395K -31,310 Closed
DTL
319
Dynamic Technology Lab
Singapore
– -$332K -26,325 Closed
BFM
320
Boothbay Fund Management
New York
– -$314K -24,885 Closed
AWE
321
Avidian Wealth Enterprises
Texas
– -$293K -23,233 Closed
AWM
322
Axxcess Wealth Management
California
– -$288K -22,863 Closed
MA
323
MAS Advisors
Florida
– -$244K -19,389 Closed
SM
324
Sciencast Management
New Jersey
– -$238K -18,675 Closed
CWP
325
Core Wealth Partners
California
– -$218K -17,256 Closed
10 11 12
13
14

OBDC Hedge Fund Activity: Q2 2023 in Review

306 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2023, worth a combined $2.23B — up 2% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 35 closed out — a net gain of 17 holders — while 124 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Oregon Public Employees Retirement Fund, cutting an estimated $65.1M.

  • 306 institutional investors held Blue Owl Capital (OBDC) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $2.23B of Blue Owl Capital stock for Q2 2023, up 2% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q2 2023 and 35 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q2 2023 was Bank of America, an estimated $12.3M added.
  • The largest Blue Owl Capital seller in Q2 2023 was Oregon Public Employees Retirement Fund, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2023.