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Blue Owl Capital
OBDC

387 hedge funds and large institutions have $2.57B invested in Blue Owl Capital in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 101

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

30% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $19.2M

3% more funds holding

Funds holding: 376 → 387 (+11)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

0.37% less ownership

Funds ownership: 43.26% → 42.88% (-0.37%)

1% less capital invested

Capital invested by funds: $2.6B → $2.57B (-$28.4M)

Holders
387
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
47
Increased
165
Reduced
101
Closed
31
Calls
$24.9M
Puts
$19.2M
Net Calls
+$5.7M
Net Calls Change
+$2.4M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
+$69.4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$30.1M
3
Ameriprise
Ameriprise
Minnesota
+$11.9M
4
HF
HRT Financial
New York
+$10.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.51M

Top Sellers

Rank Fund Capital Flow
1
ROTUOC
Regents of the University of California
California
-$126M
2
HLA
Hamilton Lane Advisors
Pennsylvania
-$40.8M
3
NCM
Next Capital Management
New York
-$19.4M
4
VanEck Associates
VanEck Associates
New York
-$16.4M
5
TCA
Transcend Capital Advisors
New Jersey
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
301
Fiduciary Group
Georgia
$234K +$72.5K +4,536 +42%
BRA
302
Biechele Royce Advisors
Indiana
$233K +$242K +15,150 New
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$231K +$240K +15,013 New
CPL
304
CAP Partners LLC
Tennessee
$230K +$25.8K +1,613 +12%
PCIA
305
Prime Capital Investment Advisors
Kansas
$230K -$213K -13,320 -47%
TF
306
Trek Financial
Arizona
$229K -$58.4K -3,652 -20%
LCM
307
Laurion Capital Management
New York
$219K +$228K +14,285 New
AFG
308
Atomi Financial Group
New York
$216K +$943 +59 +0.4%
PPWP
309
Premier Path Wealth Partners
New Jersey
$215K – – –
BSW
310
Buckingham Strategic Wealth
Missouri
$214K +$223K +13,953 New
STA
311
Summit Trail Advisors
New York
$212K +$215K +13,464 New
TCWM
312
Total Clarity Wealth Management
Illinois
$211K +$43.3K +2,705 +24%
OAM
313
Oxford Asset Management
United Kingdom
$204K +$212K +13,268 New
HP
314
Hyperion Partners
Pennsylvania
$200K – – –
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$193K +$496 +31 +0.2%
Baird Financial Group
316
Baird Financial Group
Wisconsin
$192K – – –
AWE
317
Avidian Wealth Enterprises
Texas
$187K +$195K +12,181 New
CLG
318
Cooperman Leon G
$184K – – –
GF
319
Gries Financial
Ohio
$181K +$4.88K +305 +3%
MWM
320
Mission Wealth Management
California
$172K – – –
IWC
321
Integrated Wealth Concepts
Massachusetts
$172K +$1.02K +64 +0.6%
IWM
322
IHT Wealth Management
Illinois
$170K +$2.83K +177 +2%
FHA
323
Flagship Harbor Advisors
Massachusetts
$167K +$174K +10,892 New
TH
324
TCTC Holdings
Texas
$167K – – –
ZIC
325
ZWJ Investment Counsel
Georgia
$164K – – –
11 12
13
14 15

OBDC Hedge Fund Activity: Q2 2024 in Review

387 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2024, worth a combined $2.57B — down 1.1% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OBDC positions and 31 closed out — a net gain of 16 holders — while 165 added to existing stakes and 101 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $69.4M. The largest seller was Regents of the University of California, cutting an estimated $126M.

  • 387 institutional investors held Blue Owl Capital (OBDC) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $2.57B of Blue Owl Capital stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $69.4M added.
  • The largest Blue Owl Capital seller in Q2 2024 was Regents of the University of California, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.