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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 %
PCM
326
Penserra Capital Management
California
$32K +$32K +2,176 New
LPP
327
Life Planning Partners
Florida
$24K +$24K +1,629 New
HI
328
Harbour Investments
Wisconsin
$23.4K -$48.5K -3,285 -67%
MIM
329
Macroview Investment Management
Maryland
$22.5K +$827 +56 +4%
AIM
330
Anchor Investment Management
South Carolina
$22.1K – – –
AWM
331
AllSquare Wealth Management
New York
$20.7K – – –
SSG
332
Summit Securities Group
New York
$18K +$18K +1,200 New
PB
333
Pinnacle Bancorp
Nebraska
$17.3K – – –
RG
334
Retirement Group
California
$14.5K +$14.5K +980 New
TF
335
Tompkins Financial
New York
$14.2K – – –
RCM
336
Raleigh Capital Management
North Carolina
$13.6K +$2.73K +185 +25%
EWA
337
EverSource Wealth Advisors
Alabama
$11.8K +$546 +37 +5%
BCMLT
338
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9K – – –
FIA
339
FNY Investment Advisers
New York
$10K +$10K +700 New
PFA
340
Pathway Financial Advisers
Indiana
$9.59K – – –
HWM
341
HighMark Wealth Management
Minnesota
$9.29K +$266 +18 +3%
FCG
342
Financial Connections Group
California
$9K +$210 +15 +2%
AF
343
Advisornet Financial
Minnesota
$7.38K – – –
FWA
344
FSC Wealth Advisors
New York
$7.38K – – –
GI
345
Gradient Investments
Minnesota
$7.16K +$4.03K +273 +129%
AIC
346
Archer Investment Corporation
Indiana
$5.17K – – –
SWC
347
Spectrum Wealth Counsel
Indiana
$5.02K +$5.02K +340 New
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$5K -$15.6K -989 -76%
HF
349
Halpern Financial
Virginia
$2.93K +$2.93K +200 New
W
350
WealthCollab
Washington
$2.11K +$2.11K +143 New
12 13
14
15 16