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Blue Owl Capital
OBDC

Overview Fund Activity

374 hedge funds and large institutions have $2.59B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 92 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+16
Holders Change %
+4.47%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
159
Reduced
92
Closed
37
Calls
$7.47M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.56M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$125M
2
Boston Partners
Boston Partners
Massachusetts
$15M
3
Two Sigma Investments
Two Sigma Investments
New York
$17.8M
4
MW
Melia Wealth
Oklahoma
$13.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$14.8M

Top Sellers

1
ROTUOC
Regents of the University of California
California
$155M
2
Morgan Stanley
Morgan Stanley
New York
$89M
3
BU
Brown University
Rhode Island
$56.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.4M
5
TCA
Transcend Capital Advisors
New Jersey
$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
301
Fisher Asset Management
Washington
$179K +$179K +11,654 New
GRP
302
Global Retirement Partners
California
$179K -$30.1K -1,957 -14%
GF
303
Gries Financial
Ohio
$176K +$176K +11,454 New
MWM
304
Mission Wealth Management
California
$172K -$53.8K -3,500 -24%
IWC
305
Integrated Wealth Concepts
Massachusetts
$171K +$1.82K +118 +1%
TCWM
306
Total Clarity Wealth Management
Illinois
$170K +$170K +11,053 New
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$168K -$104K -6,760 -38%
IWM
308
IHT Wealth Management
Illinois
$168K +$2.81K +183 +2%
TH
309
TCTC Holdings
Texas
$167K – – –
FG
310
Fiduciary Group
Georgia
$165K +$165K +10,701 New
ZIC
311
ZWJ Investment Counsel
Georgia
$164K – – –
LNC
312
Lincoln National Corp
Pennsylvania
$160K +$4.41K +287 +3%
RFA
313
Register Financial Advisors
Georgia
$156K +$90.1K +5,855 +136%
LA
314
Latitude Advisors
Florida
$155K +$155K +10,095 New
DWT
315
Dorsey & Whitney Trust
South Dakota
$154K – – –
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$154K +$154K +10,000 New
FFA
317
Farther Finance Advisors
California
$137K -$3.9K -255 -3%
Nomura Asset Management
318
Nomura Asset Management
Japan
$118K -$33.1K -2,151 -22%
PFBT
319
Parkside Financial Bank & Trust
Missouri
$102K +$33.7K +2,190 +49%
PCC
320
Park Circle Company
Maryland
$96.5K – – –
US Bancorp
321
US Bancorp
Minnesota
$89.5K +$35.7K +2,320 +66%
CFO
322
CVA Family Office
Colorado
$63.1K – – –
RIL
323
Rothschild Investment LLC
Illinois
$61.5K – – –
EDRH
324
Edmond de Rothschild Holding
Switzerland
$59.6K – – –
EC
325
EntryPoint Capital
New York
$59.3K -$67.7K -4,401 -53%
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