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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% 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
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
CLG
301
Cooperman Leon G
$185K
AFP
302
Ausdal Financial Partners
Iowa
$184K -$20.3K -1,347 -10%
Fisher Asset Management
303
Fisher Asset Management
Washington
$179K +$175K +11,654 New
GRP
304
Global Retirement Partners
California
$179K -$29.4K -1,957 -14%
GF
305
Gries Financial
Ohio
$176K +$172K +11,454 New
MWM
306
Mission Wealth Management
California
$172K -$52.6K -3,500 -24%
IWC
307
Integrated Wealth Concepts
Massachusetts
$171K +$1.77K +118 +1%
TCWM
308
Total Clarity Wealth Management
Illinois
$170K +$166K +11,053 New
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$168K -$102K -6,760 -38%
IWM
310
IHT Wealth Management
Illinois
$168K +$2.75K +183 +2%
TH
311
TCTC Holdings
Texas
$167K
FG
312
Fiduciary Group
Georgia
$165K +$161K +10,701 New
ZIC
313
ZWJ Investment Counsel
Georgia
$164K
LNC
314
Lincoln National Corp
Pennsylvania
$160K +$4.32K +287 +3%
RFA
315
Register Financial Advisors
Georgia
$156K +$88K +5,855 +136%
LA
316
Latitude Advisors
Florida
$155K +$152K +10,095 New
DWT
317
Dorsey & Whitney Trust
South Dakota
$154K
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$154K +$150K +10,000 New
FFA
319
Farther Finance Advisors
California
$137K -$3.83K -255 -3%
Nomura Asset Management
320
Nomura Asset Management
Japan
$118K -$32.3K -2,151 -22%
PFBT
321
Parkside Financial Bank & Trust
Missouri
$102K +$32.9K +2,190 +49%
PCC
322
Park Circle Company
Maryland
$96.5K
US Bancorp
323
US Bancorp
Minnesota
$89.5K +$34.9K +2,320 +66%
CFO
324
CVA Family Office
Colorado
$63.1K
RIL
325
Rothschild Investment LLC
Illinois
$61.5K

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.