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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
326
CVA Family Office
Colorado
$59.7K
ZB
327
Zions Bancorporation
Utah
$58.3K
RIL
328
Rothschild Investment LLC
Illinois
$58.3K
EDRH
329
Edmond de Rothschild Holding
Switzerland
$56.4K
HNB
330
Huntington National Bank
Ohio
$53.9K
SWM
331
Spire Wealth Management
Virginia
$48.1K +$30 +2 +0.1%
WCM
332
Westend Capital Management
California
$44.2K
GWSG
333
GPS Wealth Strategies Group
Colorado
$40.1K
NFSG
334
Newbridge Financial Services Group
Florida
$39.3K +$466 +31 +1%
CA
335
Clearstead Advisors
Ohio
$36.4K +$1.01K +67 +3%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$32.8K -$360 -24 -1%
HWA
337
Heritage Wealth Advisors
Virginia
$32.1K
NB
338
NBT Bank
New York
$32.1K +$33K +2,200 New
CAS
339
Coppell Advisory Solutions
Texas
$28.6K
HWM
340
Hemington Wealth Management
Virginia
$26K +$26.7K +1,778 New
AIM
341
Anchor Investment Management
South Carolina
$21.9K
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K
CA
343
Claris Advisors
Missouri
$21.9K +$22.5K +1,500 New
RI
344
Ridgewood Investments
New Jersey
$21.9K +$22.5K +1,500 New
HI
345
Harbour Investments
Wisconsin
$21.2K +$180 +12 +0.8%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$21K -$10K -666 -32%
AWM
347
AllSquare Wealth Management
New York
$20.4K
PTC
348
Private Trust Company
Ohio
$20K +$20.6K +1,374 New
AF
349
Advisornet Financial
Minnesota
$17.3K +$6.02K +401 +51%
PB
350
Pinnacle Bancorp
Nebraska
$17.1K

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.