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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
EWA
301
EverSource Wealth Advisors
Alabama
$10.6K
SCA
302
Stonebridge Capital Advisors
Minnesota
$10.5K +$10.5K +759 New
CAS
303
Coppell Advisory Solutions
Texas
$10.4K +$12.4K +900 New
RCM
304
Raleigh Capital Management
North Carolina
$10.2K
PFA
305
Pathway Financial Advisers
Indiana
$9K +$8.97K +650 New
FFA
306
Farther Finance Advisors
California
$8.66K
ACM
307
Antonetti Capital Management
Florida
$8.52K +$8.3K +601 New
HWM
308
HighMark Wealth Management
Minnesota
$8.46K +$235 +17 +3%
TSWM
309
Tyler-Stone Wealth Management
Ohio
$8K
FCG
310
Financial Connections Group
California
$8K +$207 +15 +2%
AF
311
Advisornet Financial
Minnesota
$6.92K
CIA
312
Cape Investment Advisory
Georgia
$6.92K
FWA
313
FSC Wealth Advisors
New York
$6.92K +$6.9K +500 New
DF
314
DecisionPoint Financial
Arizona
$6.41K +$6.39K +463 New
AIC
315
Archer Investment Corporation
Indiana
$4.85K
AAG
316
Armstrong Advisory Group
Massachusetts
$4.46K
GI
317
Gradient Investments
Minnesota
$2.94K +$2.93K +212 New
CMBA
318
C.M. Bidwell & Associates
Hawaii
$2.31K +$2.31K +167 New
OPERF
319
Oregon Public Employees Retirement Fund
Oregon
-$46.6M -4,000,000 Closed
EG
320
Enstar Group
Bermuda
-$53.1M -3,953,768 Closed
1832 Asset Management
321
1832 Asset Management
Ontario, Canada
-$9.05M -674,616 Closed
NAM
322
Nationwide Asset Management
Ohio
-$8.81M -655,766 Closed
Marshall Wace
323
Marshall Wace
United Kingdom
-$4.62M -344,152 Closed
CRCM
324
Cat Rock Capital Management
Connecticut
-$1.96M -145,700 Closed
NVCHI
325
New Vernon Capital Holdings II
New Jersey
-$1.24M -92,172 Closed

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.