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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
301
Cape Investment Advisory
Georgia
$97.5K +$90.1K +6,104 +1,221%
PCC
302
Park Circle Company
Maryland
$92.6K – – –
ASN
303
Advisory Services Network
Georgia
$89.7K +$89.7K +6,075 New
TAM
304
Tucker Asset Management
Colorado
$81.3K +$81.3K +5,506 New
APC
305
Aspire Private Capital
North Carolina
$78.1K +$2.26K +153 +3%
GWMIA
306
Global Wealth Management Investment Advisory
Florida
$76.8K – – –
BCM
307
Bourgeon Capital Management
Connecticut
$70.1K – – –
LA
308
LM Advisors
California
$65.6K +$65.6K +4,445 New
PFBT
309
Parkside Financial Bank & Trust
Missouri
$65.6K +$1.12K +76 +2%
RFA
310
Register Financial Advisors
Georgia
$63.7K – – –
CFO
311
CVA Family Office
Colorado
$60.5K +$60.5K +4,100 New
RIL
312
Rothschild Investment LLC
Illinois
$59K +$59K +3,999 New
EDRH
313
Edmond de Rothschild Holding
Switzerland
$57.2K +$57.2K +3,874 New
HNB
314
Huntington National Bank
Ohio
$54.6K +$54.6K +3,700 New
US Bancorp
315
US Bancorp
Minnesota
$51.7K – – –
SWM
316
Spire Wealth Management
Virginia
$45.2K +$1.51K +100 +3%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$44.9K +$30.2K +2,044 +204%
Fidelity International
318
Fidelity International
Bermuda
$43.2K – – –
GWSG
319
GPS Wealth Strategies Group
Colorado
$40.7K – – –
TSWM
320
Tyler-Stone Wealth Management
Ohio
$39K +$30.1K +2,040 +340%
CAS
321
Coppell Advisory Solutions
Texas
$38.5K +$25.2K +1,708 +190%
NFSG
322
Newbridge Financial Services Group
Florida
$38.4K +$458 +31 +1%
Lazard Asset Management
323
Lazard Asset Management
New York
$37K – – –
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9K +$11.8K +800 +53%
HWA
325
Heritage Wealth Advisors
Virginia
$32.5K – – –
11 12
13
14 15