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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
EDRH
326
Edmond de Rothschild Holding
Switzerland
$59.6K
EC
327
EntryPoint Capital
New York
$59.3K -$66.2K -4,401 -53%
HNB
328
Huntington National Bank
Ohio
$56.9K
WCM
329
Westend Capital Management
California
$55.8K +$54.5K +3,625 New
TAM
330
Tucker Asset Management
Colorado
$52.9K -$31.1K -2,068 -38%
SWM
331
Spire Wealth Management
Virginia
$50.8K +$4.51K +300 +10%
RG
332
Retirement Group
California
$47.8K +$31.9K +2,125 +217%
Deutsche Bank
333
Deutsche Bank
Germany
$45.4K +$44.4K +2,954 New
Fidelity International
334
Fidelity International
Bermuda
$44.7K
NC
335
nVerses Capital
Florida
$44.6K +$43.6K +2,900 New
GWSG
336
GPS Wealth Strategies Group
Colorado
$42.4K
PAS
337
Point72 Asia (Singapore)
Singapore
$42.3K +$41.4K +2,752 New
TSWM
338
Tyler-Stone Wealth Management
Ohio
$40.6K
NFSG
339
Newbridge Financial Services Group
Florida
$40.5K +$451 +30 +1%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$40.2K -$6.48K -431 -14%
CA
341
Clearstead Advisors
Ohio
$39.6K +$36.4K +2,422 New
HT
342
Headlands Technologies
Illinois
$39.5K +$38.6K +2,569 New
Lazard Asset Management
343
Lazard Asset Management
New York
$38K
HWA
344
Heritage Wealth Advisors
Virginia
$33.8K
HI
345
Harbour Investments
Wisconsin
$24.6K +$180 +12 +0.8%
MIM
346
Macroview Investment Management
Maryland
$24K +$526 +35 +2%
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K -$12K -800 -35%
AIM
348
Anchor Investment Management
South Carolina
$23.1K
AWM
349
AllSquare Wealth Management
New York
$21.5K
DF
350
DecisionPoint Financial
Arizona
$20.7K +$19.5K +1,300 New

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.